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Icahn Enterprises
IEP

148 hedge funds and large institutions have $14.6B invested in Icahn Enterprises in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 27

33% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $29.6M

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $13.6B → $14.6B (+$974M)

0% more funds holding

Funds holding: 148 → 148 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.15% less ownership

Funds ownership: 91.97% → 90.82% (-1.2%)

Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
76
Reduced
27
Closed
17
Calls
$39.3M
Puts
$29.6M
Net Calls
+$9.75M
Net Calls Change
+$9.53M

Top Buyers

1
IC
Icahn Carl
Florida
+$563M
2
Invesco
Invesco
Georgia
+$9.98M
3
HF
HRT Financial
New York
+$5.38M
4
JF
Jump Financial
Illinois
+$3.56M
5
Group One Trading
Group One Trading
Illinois
+$2.81M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.8M
2
N
Natixis
France
-$6.67M
3
MWM
Merriman Wealth Management
Washington
-$4.81M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.28M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$2.45M +$349K +6,756 +16%
UBS Group
27
UBS Group
Switzerland
$2.22M -$349K -6,768 -13%
MA
28
Mutual Advisors
Nebraska
$1.84M -$533K -10,320 -22%
Victory Capital Management
29
Victory Capital Management
Texas
$1.82M +$1.89M +36,648 New
FAIM
30
Financial Advocates Investment Management
Washington
$1.74M +$196K +3,805 +12%
CF
31
Centaurus Financial
California
$1.52M +$79.6K +1,543 +5%
OWIM
32
Old West Investment Management
California
$1.45M +$57K +1,105 +4%
GAM
33
Griffin Asset Management
New York
$1.44M +$162K +3,137 +12%
MC
34
Moors & Cabot
Massachusetts
$1.39M -$144K -2,786 -9%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.36M +$22.8K +441 +2%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.24M +$27.2K +527 +2%
RHAM
37
Round Hill Asset Management
California
$1.13M +$5.16K +100 +0.4%
KWM
38
Kingsview Wealth Management
Oregon
$1.12M +$11.2K +217 +1%
PA
39
PSI Advisors
Florida
$1.08M +$57.7K +1,119 +5%
AF
40
Advisornet Financial
Minnesota
$1.04M +$37.8K +732 +4%
EL
41
EMFO LLC
Florida
$1.02M +$51.6K +1,000 +5%
IG
42
ING Group
Netherlands
$1M +$1.04M +20,200 New
PAG
43
Private Advisor Group
New Jersey
$953K +$48.1K +932 +5%
CSIA
44
Charles Schwab Investment Advisory
California
$928K +$36.5K +707 +4%
Barclays
45
Barclays
United Kingdom
$865K -$193K -3,731 -18%
Stifel Financial
46
Stifel Financial
Missouri
$829K +$168K +3,264 +24%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$780K +$105K +2,041 +15%
BRWA
48
B. Riley Wealth Advisors
Florida
$765K +$276K +5,356 +53%
PFS
49
Prospera Financial Services
Texas
$734K +$52 +1 +0%
JP Morgan Chase
50
JP Morgan Chase
New York
$688K +$21.8K +423 +3%
1
2
3 4 5

IEP Hedge Fund Activity: Q3 2022 in Review

148 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q3 2022, worth a combined $14.6B — up 7.2% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IEP positions and 17 closed out — a net gain of 5 holders — while 76 added to existing stakes and 27 trimmed.

The largest buyer was Icahn Carl, adding an estimated $563M. The largest seller was Morgan Stanley, cutting an estimated $20.8M.

  • 148 institutional investors held Icahn Enterprises (IEP) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $14.6B of Icahn Enterprises stock for Q3 2022, up 7.2% quarter-over-quarter.
  • 22 funds opened new Icahn Enterprises positions in Q3 2022 and 17 closed out, a net change of +5 holders.
  • The largest Icahn Enterprises buyer in Q3 2022 was Icahn Carl, an estimated $563M added.
  • The largest Icahn Enterprises seller in Q3 2022 was Morgan Stanley, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2022.