We are live on ! Find out more
IEP icon

Icahn Enterprises
IEP

146 hedge funds and large institutions have $13.5B invested in Icahn Enterprises in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 22

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

5% more funds holding

Funds holding: 139 → 146 (+7)

5% more capital invested

Capital invested by funds: $12.9B → $13.5B (+$611M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $25.4M

4.72% less ownership

Funds ownership: 93.64% → 88.91% (-4.7%)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
50
Reduced
22
Closed
20
Calls
$22.9M
Puts
$25.4M
Net Calls
-$2.52M
Net Calls Change
+$7.91M

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$17.5M
2
WMSA
Weiss Multi-Strategy Advisers
New York
+$3.48M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.73M
4
HF
HRT Financial
New York
+$2.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.06M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.06M
4
Morgan Stanley
Morgan Stanley
New York
-$4.47M
5
Jane Street
Jane Street
New York
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
26
First Citizens Bank & Trust
North Carolina
$1.56M +$1.62M +30,141 New
MC
27
Moors & Cabot
Massachusetts
$1.56M +$82.5K +1,540 +5%
FAIM
28
Financial Advocates Investment Management
Washington
$1.5M -$4.56K -85 -0.3%
CF
29
Centaurus Financial
California
$1.47M +$58.9K +1,098 +4%
OWIM
30
Old West Investment Management
California
$1.46M – – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.39M +$147K +2,735 +11%
MOS
32
MGO One Seven
Ohio
$1.25M -$119K -2,217 -8%
Bank of America
33
Bank of America
North Carolina
$1.21M -$18.2K -340 -1%
RHAM
34
Round Hill Asset Management
California
$1.2M +$1.24M +23,050 New
GAM
35
Griffin Asset Management
New York
$1.1M +$1.14M +21,260 New
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.08M +$1.12M +20,826 New
VF
37
Virtu Financial
New York
$991K +$354K +6,603 +53%
PAG
38
Private Advisor Group
New Jersey
$987K +$650K +12,130 +176%
GCP
39
GSA Capital Partners
United Kingdom
$966K +$136K +2,540 +16%
AF
40
Advisornet Financial
Minnesota
$957K +$11.8K +220 +1%
Creative Planning
41
Creative Planning
Kansas
$933K +$187K +3,481 +24%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$885K +$166K +3,095 +22%
CIBC Asset Management
43
CIBC Asset Management
Ontario, Canada
$879K +$297K +5,550 +49%
PA
44
PSI Advisors
Florida
$829K -$16.3K -305 -2%
CSIA
45
Charles Schwab Investment Advisory
California
$817K – – –
Goldman Sachs
46
Goldman Sachs
New York
$732K +$518K +9,656 +218%
CIA
47
Capital Impact Advisors
Massachusetts
$714K +$737K +13,744 New
PFS
48
Prospera Financial Services
Texas
$702K +$151K +2,815 +26%
JP Morgan Chase
49
JP Morgan Chase
New York
$645K -$18.5K -345 -3%
BRWA
50
B. Riley Wealth Advisors
Florida
$626K +$21.2K +395 +3%
1
2
3 4 5

IEP Hedge Fund Activity: Q1 2022 in Review

146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2022, worth a combined $13.5B — up 4.7% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IEP positions and 20 closed out — a net gain of 10 holders — while 50 added to existing stakes and 22 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $17.5M. The largest seller was Susquehanna International Group, cutting an estimated $8.2M.

  • 146 institutional investors held Icahn Enterprises (IEP) as of Q1 2022, up from 139 in Q4 2021.
  • Funds reported $13.5B of Icahn Enterprises stock for Q1 2022, up 4.7% quarter-over-quarter.
  • 30 funds opened new Icahn Enterprises positions in Q1 2022 and 20 closed out, a net change of +10 holders.
  • The largest Icahn Enterprises buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $17.5M added.
  • The largest Icahn Enterprises seller in Q1 2022 was Susquehanna International Group, an estimated $8.2M sold.

Based on aggregated 13F filings for Q1 2022.