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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 %
AWA
101
Arkadios Wealth Advisors
Georgia
$27K +$27K +497 New
WQ
102
Wealth Quarterback
New Jersey
$21K +$21K +381 New
ASN
103
Advisory Services Network
Georgia
$20K +$20K +357 New
HI
104
Harbour Investments
Wisconsin
$17K +$6.05K +110 +55%
IA
105
IFP Advisors
Florida
$15K – – –
PA
106
Parallel Advisors
California
$13K – – –
GWM
107
Geneos Wealth Management
Colorado
$11K +$333 +6 +3%
KFS
108
Kelly Financial Services
Massachusetts
$10K +$9.83K +519 +5,767%
HFA
109
HC Financial Advisors
California
$8K – – –
AssetMark Inc
110
AssetMark Inc
California
$8K +$8K +151 New
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.7K – – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
CWM
113
Cranbrook Wealth Management
Michigan
$7K +$496 +9 +8%
FWM
114
Focused Wealth Management
New York
$5K – – –
HCP
115
Hexagon Capital Partners
Arkansas
$5K – – –
HF
116
Halpern Financial
Virginia
$4.51K -$4.4K -80 -49%
CWC
117
Carolinas Wealth Consulting
North Carolina
$1K -$26.3K -316 -96%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
BBHC
119
Brown Brothers Harriman & Co
New York
$10 – – –
California Public Employees Retirement System
120
California Public Employees Retirement System
California
– -$1.95M -36,300 Closed
MWNA
121
Marshall Wace North America
New York
– -$668K -12,441 Closed
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
– -$554K -10,305 Closed
UCFA
123
United Capital Financial Advisors
Texas
– -$396K -7,364 Closed
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
– -$351K -6,184 Closed
GC
125
Guggenheim Capital
Illinois
– -$297K -5,528 Closed
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5
6