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Icahn Enterprises
IEP

Overview Fund Activity

139 hedge funds and large institutions have $12.9B invested in Icahn Enterprises in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
51
Reduced
29
Closed
16
Calls
$8.14M
Puts
$18.6M
Net Calls
-$10.4M
Net Calls Change
+$6.34M

Top Buyers

1
IC
1
Icahn Carl
Florida
$12.7B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$9.76M
4
N
4
Natixis
France
$2.23M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.8M

Top Sellers

1
JF
1
Jump Financial
Illinois
$259K
2
HKAM
2
Horizon Kinetics Asset Management
New York
$26.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.8M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
76
Jump Financial
Illinois
$259K -$2.53M -51,170 -91%
CPP
77
Capasso Planning Partners
South Carolina
$250K +$250K +5,040 New
GF
78
Gabelli Funds
New York
$248K – – –
NF
79
NTB Financial
Colorado
$248K +$248K +5,000 New
CIA
80
Cladis Investment Advisory
Montana
$223K +$223K +4,500 New
Goldman Sachs
81
Goldman Sachs
New York
$220K +$220K +4,434 New
RIA
82
Realta Investment Advisors
Delaware
$210K +$210K +4,241 New
MSAM
83
Moloney Securities Asset Management
Missouri
$203K +$203K +4,089 New
CPIA
84
Cornell Pochily Investment Advisors
New York
$203K +$203K +4,090 New
WG
85
Welch Group
Alabama
$202K – – –
SFG
86
Sovereign Financial Group
Connecticut
$202K +$202K +4,075 New
Barclays
87
Barclays
United Kingdom
$200K -$448K -9,043 -69%
WWM
88
Wagner Wealth Management
South Carolina
$190K -$34.8K -700 -15%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$170K +$76.2K +1,537 +81%
LF
90
Lee Financial
Texas
$166K +$6.38K +129 +4%
SPIA
91
Steward Partners Investment Advisory
New York
$156K +$99 +2 +0.1%
SWM
92
Spire Wealth Management
Virginia
$154K +$5.89K +119 +4%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$136K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$128K -$38.4K -769 -23%
APA
95
American Portfolios Advisors
New York
$101K +$50.1K +1,011 +98%
AFS
96
Annapolis Financial Services
Maryland
$99K – – –
TWM
97
Tradition Wealth Management
Minnesota
$62K +$2.12K +43 +4%
OF
98
Outfitter Financial
Maine
$51K +$51K +1,030 New
Bessemer Group
99
Bessemer Group
New Jersey
$50K +$50K +1,000 New
NFG
100
Next Financial Group
Texas
$44K -$6.19K -125 -12%
2 3
4
5 6