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Icahn Enterprises
IEP

172 hedge funds and large institutions have $15.7B invested in Icahn Enterprises in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

4% more funds holding

Funds holding: 166 → 172 (+6)

2% more capital invested

Capital invested by funds: $15.5B → $15.7B (+$277M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.36% less ownership

Funds ownership: 90.53% → 86.16% (-4.4%)

11% less call options, than puts

Call options by funds: $31.8M | Put options by funds: $35.8M

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
53
Reduced
39
Closed
27
Calls
$31.8M
Puts
$35.8M
Net Calls
-$4M
Net Calls Change
+$7.37M

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$5.44M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.98M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.31M
5
VF
Virtu Financial
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$20.6M
2
HF
HRT Financial
New York
-$9.59M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.31M
4
Goldman Sachs
Goldman Sachs
New York
-$5.07M
5
JF
Jump Financial
Illinois
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$1.9M +$202K +3,829 +12%
GAM
27
Griffin Asset Management
New York
$1.89M +$104K +1,959 +6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.8M +$375K +7,082 +25%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.66M +$196K +3,700 +13%
GSIAS
30
Garden State Investment Advisory Services
New Jersey
$1.53M -$51.9K -982 -3%
OWIM
31
Old West Investment Management
California
$1.51M – – –
Group One Trading
32
Group One Trading
Illinois
$1.39M -$2.87M -54,276 -67%
MC
33
Moors & Cabot
Massachusetts
$1.38M -$48.4K -915 -3%
KWM
34
Kingsview Wealth Management
Oregon
$1.23M +$7.25K +137 +0.6%
AF
35
Advisornet Financial
Minnesota
$1.2M -$3.28K -62 -0.3%
Goldman Sachs
36
Goldman Sachs
New York
$1.19M -$5.07M -95,913 -81%
VF
37
Virtu Financial
New York
$1.19M +$1.22M +22,994 New
MOS
38
MGO One Seven
Ohio
$1.12M -$45.3K -856 -4%
RHAM
39
Round Hill Asset Management
California
$1.11M -$48.5K -917 -4%
CWM
40
Centric Wealth Management
Illinois
$1.09M +$1.11M +20,989 New
PA
41
PSI Advisors
Florida
$1.05M -$27.4K -518 -2%
Barclays
42
Barclays
United Kingdom
$1.05M +$237K +4,474 +28%
CSIA
43
Charles Schwab Investment Advisory
California
$1.03M – – –
AWM
44
AE Wealth Management
Kansas
$995K +$2.43K +46 +0.2%
EL
45
EMFO LLC
Florida
$984K +$52.9K +1,000 +6%
FPCP
46
Fort Point Capital Partners
California
$982K +$1M +19,000 New
WHG
47
Westwood Holdings Group
Texas
$922K +$943K +17,832 New
KCFA
48
Key Client Fiduciary Advisors
New Jersey
$866K +$649K +12,265 +274%
IAIM
49
International Assets Investment Management
Florida
$846K -$440K -8,326 -34%
BRWA
50
B. Riley Wealth Advisors
Florida
$814K +$3.12K +59 +0.4%
1
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3 4 5

IEP Hedge Fund Activity: Q1 2023 in Review

172 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2023, worth a combined $15.7B — up 1.8% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IEP positions and 27 closed out — a net gain of 9 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $5.44M. The largest seller was Morgan Stanley, cutting an estimated $20.6M.

  • 172 institutional investors held Icahn Enterprises (IEP) as of Q1 2023, up from 166 in Q4 2022.
  • Funds reported $15.7B of Icahn Enterprises stock for Q1 2023, up 1.8% quarter-over-quarter.
  • 36 funds opened new Icahn Enterprises positions in Q1 2023 and 27 closed out, a net change of +9 holders.
  • The largest Icahn Enterprises buyer in Q1 2023 was BNP Paribas Financial Markets, an estimated $5.44M added.
  • The largest Icahn Enterprises seller in Q1 2023 was Morgan Stanley, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2023.