IEP icon

Icahn Enterprises
IEP

Overview Fund Activity

105 hedge funds and large institutions have $11.9B invested in Icahn Enterprises in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
28
Reduced
29
Closed
11
Calls
$1.25M
Puts
$9.39M
Net Calls
-$8.14M
Net Calls Change
-$1.08M

Top Buyers

1
IC
1
Icahn Carl
Florida
$11.2B
2
Citigroup
2
Citigroup
New York
$571M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.84M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$8.67M
5
HF
5
HRT Financial
New York
$668K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$33.1M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$12M
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$0
5
MWNA
5
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$82K +$16.4K +323 +25%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$78K – – –
Barclays
78
Barclays
United Kingdom
$60K +$60K +1,187 New
TWM
79
Tradition Wealth Management
Minnesota
$51K +$51K +997 New
APA
80
American Portfolios Advisors
New York
$40.5K – – –
NFG
81
Next Financial Group
Texas
$38K +$1.28K +25 +3%
AIL
82
AGF Investments LLC
Ontario, Canada
$30K -$208K -4,155 -87%
BAMG
83
Brand Asset Management Group
Missouri
$25K – – –
BWP
84
Baldwin Wealth Partners
Massachusetts
$25K – – –
SIAG
85
Signet Investment Advisory Group
Rhode Island
$25K +$25K +500 New
ASN
86
Advisory Services Network
Georgia
$23K +$12.8K +250 +125%
First Manhattan
87
First Manhattan
New York
$23K +$18.3K +375 +387%
CA
88
Clearstead Advisors
Ohio
$19K – – –
IA
89
IFP Advisors
Florida
$18K +$2.66K +52 +17%
CWC
90
Carolinas Wealth Consulting
North Carolina
$17K +$622 +12 +4%
Deutsche Bank
91
Deutsche Bank
Germany
$10K -$340K -6,793 -97%
GWM
92
Geneos Wealth Management
Colorado
$10K – – –
BBHC
93
Brown Brothers Harriman & Co
New York
$9K – – –
HF
94
Halpern Financial
Virginia
$8.21K – – –
HFA
95
HC Financial Advisors
California
$8K – – –
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.09K – – –
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
SIAG
98
Safeguard Investment Advisory Group
California
$7K +$7K +150 New
CWM
99
Cranbrook Wealth Management
Michigan
$6K +$203 +4 +4%
FWM
100
Focused Wealth Management
New York
$5K – – –
1 2 3
4
5