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Icahn Enterprises
IEP

Overview Fund Activity

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
Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
2.56%
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
1
Icahn Carl
Florida
$14.3B
2
Invesco
2
Invesco
Georgia
$9.61M
3
HF
3
HRT Financial
New York
$8.03M
4
JF
4
Jump Financial
Illinois
$3.42M
5
Group One Trading
5
Group One Trading
Illinois
$3.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.2M
2
N
2
Natixis
France
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.53M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$614K -$278K -5,599 -31%
AWM
52
AE Wealth Management
Kansas
$606K +$606K +12,197 New
AWM
53
Apollon Wealth Management
South Carolina
$596K +$596K +12,003 New
OC
54
Oppenheimer & Co
New York
$551K +$27K +544 +5%
CIBC Asset Management
55
CIBC Asset Management
Ontario, Canada
$526K – – –
IA
56
IFP Advisors
Florida
$508K +$163K +2,349 +47%
IAIM
57
International Assets Investment Management
Florida
$505K +$33.4K +673 +7%
Goldman Sachs
58
Goldman Sachs
New York
$501K -$1.19M -23,941 -70%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$475K +$475K +9,570 New
WANY
60
Wealthspire Advisors (New York)
New York
$469K +$469K +9,448 New
CIA
61
Capital Impact Advisors
Massachusetts
$457K -$123K -2,478 -21%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$455K – – –
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$455K +$455K +9,174 New
EH
64
Equitable Holdings
New York
$438K +$89K +1,791 +26%
RC
65
RegentAtlantic Capital
New Jersey
$432K – – –
OFG
66
Oxford Financial Group
Indiana
$410K +$49.6K +1,000 +14%
SIC
67
Samalin Investment Counsel
New York
$409K +$4.72K +95 +1%
FWP
68
Firethorn Wealth Partners
Georgia
$402K +$63K +1,268 +19%
WWM
69
Western Wealth Management
Colorado
$401K +$44.7K +900 +13%
NFSG
70
Newbridge Financial Services Group
Florida
$395K +$395K +7,950 New
HighTower Advisors
71
HighTower Advisors
Illinois
$392K -$25K -504 -6%
WPC
72
Wedmont Private Capital
Pennsylvania
$388K – – –
CAN
73
Cetera Advisor Networks
California
$387K +$57.4K +1,156 +17%
SWM
74
Selective Wealth Management
Virginia
$376K -$28.4K -572 -7%
EAM
75
Evanson Asset Management
California
$368K +$13.9K +279 +4%
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3
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