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Icahn Enterprises
IEP

Overview Fund Activity

127 hedge funds and large institutions have $12.5B invested in Icahn Enterprises in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
60
Reduced
21
Closed
13
Calls
$5.05M
Puts
$21.8M
Net Calls
-$16.8M
Net Calls Change
-$8.27M

Top Buyers

1
IC
1
Icahn Carl
Florida
$12.3B
2
Morgan Stanley
2
Morgan Stanley
New York
$30.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.6M
4
JF
4
Jump Financial
Illinois
$2.82M
5
UBS Group
5
UBS Group
Switzerland
$3.73M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.82M
2
HKAM
2
Horizon Kinetics Asset Management
New York
$28M
3
HF
3
HRT Financial
New York
$0
4
TCM
4
Tuttle Capital Management
Connecticut
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWA
51
Beacon Harbor Wealth Advisors
Virginia
$519K -$99.8K -2,000 -16%
Creative Planning
52
Creative Planning
Kansas
$511K +$174K +3,487 +52%
CIBC Asset Management
53
CIBC Asset Management
Ontario, Canada
$507K +$74.1K +1,483 +17%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$491K +$6.15K +123 +1%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$462K -$512K – –
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$462K – – –
PFS
57
Prospera Financial Services
Texas
$411K +$94.6K +1,893 +30%
AWM
58
AE Wealth Management
Kansas
$402K +$177K +3,540 +78%
EWA
59
Exencial Wealth Advisors
Oklahoma
$370K +$370K +7,400 New
GCIA
60
Gabelli & Co Investment Advisers
New York
$350K – – –
CAN
61
Cetera Advisor Networks
California
$345K +$345K +6,907 New
Stifel Financial
62
Stifel Financial
Missouri
$338K +$338K +6,765 New
KWM
63
Kingsview Wealth Management
Oregon
$322K +$96.6K +1,934 +43%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$322K +$322K +6,403 New
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$306K +$115K +2,300 +60%
WW
66
Waterfront Wealth
Kansas
$277K – – –
ANI
67
American National Insurance
Texas
$277K – – –
CAM
68
Cresset Asset Management
Illinois
$275K – – –
ANRIA
69
American National Registered Investment Advisor
Texas
$271K – – –
RC
70
RegentAtlantic Capital
New Jersey
$265K – – –
WWM
71
Wagner Wealth Management
South Carolina
$261K +$201K +3,488 +337%
HA
72
Herold Advisors
New York
$260K +$260K +5,209 New
GF
73
Gabelli Funds
New York
$250K +$50K +1,000 +25%
WPW
74
Warther Private Wealth
Ohio
$231K +$461 +9 +0.2%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$229K +$46.6K +931 +26%
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