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Icahn Enterprises
IEP

Overview Fund Activity

121 hedge funds and large institutions have $13.2B invested in Icahn Enterprises in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
51
Reduced
23
Closed
12
Calls
$6.8M
Puts
$15.3M
Net Calls
-$8.5M
Net Calls Change
+$1.08M

Top Buyers

1
IC
1
Icahn Carl
Florida
$13.1B
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.45M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$9.19M
4
Wells Fargo
4
Wells Fargo
California
$3.62M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$5.88M

Top Sellers

1
Citigroup
1
Citigroup
New York
$197K
2
Morgan Stanley
2
Morgan Stanley
New York
$10M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.38M
4
UBS Group
4
UBS Group
Switzerland
$2.65M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$200K +$200K +3,646 New
Citigroup
77
Citigroup
New York
$197K -$621M -11,262,499 -100%
Barclays
78
Barclays
United Kingdom
$191K -$90.4K -1,648 -32%
SPIA
79
Steward Partners Investment Advisory
New York
$190K -$18.4K -334 -9%
Group One Trading
80
Group One Trading
Illinois
$172K -$160K -2,919 -48%
LF
81
Lee Financial
Texas
$171K +$11.5K +208 +7%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$159K -$38.4K -700 -19%
SWM
83
Spire Wealth Management
Virginia
$158K +$10.4K +190 +7%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$150K – – –
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$109K +$23.9K +434 +28%
PG
86
Proffitt & Goodson
Tennessee
$89K -$20.6K -372 -19%
US Bancorp
87
US Bancorp
Minnesota
$82K +$2.47K +45 +3%
TWM
88
Tradition Wealth Management
Minnesota
$65K +$3.82K +69 +6%
APA
89
American Portfolios Advisors
New York
$63K +$9.95K +181 +19%
WWM
90
Wagner Wealth Management
South Carolina
$57K +$57K +1,036 New
SM
91
SG3 Management
Puerto Rico
$55K -$55K -1,000 -50%
NFG
92
Next Financial Group
Texas
$51K +$2.1K +38 +4%
NR
93
Newfound Research
Massachusetts
$43K -$39K -703 -48%
CA
94
Clearstead Advisors
Ohio
$41K – – –
AIL
95
AGF Investments LLC
Ontario, Canada
$36K +$1.16K +21 +3%
HIA
96
Harbor Investment Advisory
Maryland
$29K +$1.9K +35 +7%
BWP
97
Baldwin Wealth Partners
Massachusetts
$29K +$1.9K +35 +7%
BDWM
98
Brewin Dolphin Wealth Management
Ireland
$27.4K +$27.4K +498 New
RG
99
Retirement Group
California
$27K – – –
First Manhattan
100
First Manhattan
New York
$27K +$1.71K +32 +7%
2 3
4
5 6