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Icahn Enterprises
IEP

Overview Fund Activity

107 hedge funds and large institutions have $10.2B invested in Icahn Enterprises in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
107
Holders Change
-10
Holders Change %
-8.55%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
30
Reduced
27
Closed
18
Calls
$5.3M
Puts
$10.3M
Net Calls
-$4.95M
Net Calls Change
+$4.11M

Top Buyers

1
Citigroup
1
Citigroup
New York
$484M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$7.33M
3
AF
3
Advisornet Financial
Minnesota
$570K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.96M
5
Wells Fargo
5
Wells Fargo
California
$4.78M

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$59.7M
2
UBS Group
2
UBS Group
Switzerland
$3.88M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.78M
4
AAM
4
American Asset Management
Florida
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$81K 1,663 +118 +8%
NFG
77
Next Financial Group
Texas
$76K 1,567 -125 -7%
APA
78
American Portfolios Advisors
New York
$66.5K 1,373 – –
GT
79
Glenmede Trust
Pennsylvania
$58K 950 – –
US Bancorp
80
US Bancorp
Minnesota
$54K 1,118 -77 -6%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$43K 877 – –
OSNBOA
82
Old Second National Bank of Aurora
Illinois
$34K 702 – –
GWMIA
83
Global Wealth Management Investment Advisory
Florida
$25K 512 – –
VCP
84
Verus Capital Partners
Arizona
$25K 514 – –
BAMG
85
Brand Asset Management Group
Missouri
$24K 497 – –
BWP
86
Baldwin Wealth Partners
Massachusetts
$24K 500 – –
WQ
87
Wealth Quarterback
New Jersey
$21.2K 438 +1 +0.2%
IA
88
IFP Advisors
Florida
$15K 300 – –
TF
89
TimeScale Financial
Massachusetts
$9K 200 – –
GWM
90
Geneos Wealth Management
Colorado
$9K 186 – –
AWMS
91
Advocacy Wealth Management Services
Georgia
$9K 200 +200 New
FMII
92
Farmers & Merchants Investments Inc
Nebraska
$8K 159 -200 -56%
CAN
93
Claraphi Advisory Network
United States
$8K 169 +169 New
HF
94
Halpern Financial
Virginia
$7.84K 162 – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$7K 119 – –
BBHC
96
Brown Brothers Harriman & Co
New York
$7K 150 – –
HFA
97
HC Financial Advisors
California
$7K 150 +150 New
FHA
98
Flagship Harbor Advisors
Massachusetts
$7K 150 +150 New
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.78K 140 – –
FWM
100
Focused Wealth Management
New York
$5K 100 – –
2 3
4
5 6