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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
Creative Planning
51
Creative Planning
Kansas
$614K -$289K -5,599 -31%
AWM
52
AE Wealth Management
Kansas
$606K +$629K +12,197 New
AWM
53
Apollon Wealth Management
South Carolina
$596K +$619K +12,003 New
OC
54
Oppenheimer & Co
New York
$551K +$28.1K +544 +5%
CIBC Asset Management
55
CIBC Asset Management
Ontario, Canada
$526K – – –
IA
56
IFP Advisors
Florida
$508K +$121K +2,349 +47%
IAIM
57
International Assets Investment Management
Florida
$505K +$34.7K +673 +7%
Goldman Sachs
58
Goldman Sachs
New York
$501K -$1.24M -23,941 -70%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$475K +$494K +9,570 New
WANY
60
Wealthspire Advisors (New York)
New York
$469K +$488K +9,448 New
CIA
61
Capital Impact Advisors
Massachusetts
$457K -$128K -2,478 -21%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$455K – – –
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$455K +$473K +9,174 New
EH
64
Equitable Holdings
New York
$438K +$92.4K +1,791 +26%
RC
65
RegentAtlantic Capital
New Jersey
$432K – – –
OFG
66
Oxford Financial Group
Indiana
$410K +$51.6K +1,000 +14%
SIC
67
Samalin Investment Counsel
New York
$409K +$4.9K +95 +1%
FWP
68
Firethorn Wealth Partners
Georgia
$402K +$65.4K +1,268 +19%
WWM
69
Western Wealth Management
Colorado
$401K +$46.4K +900 +13%
NFSG
70
Newbridge Financial Services Group
Florida
$395K +$410K +7,950 New
HighTower Advisors
71
HighTower Advisors
Illinois
$392K -$26K -504 -6%
WPC
72
Wedmont Private Capital
Pennsylvania
$388K – – –
CAN
73
Cetera Advisor Networks
California
$387K +$59.6K +1,156 +17%
SWM
74
Selective Wealth Management
Virginia
$376K -$29.5K -572 -7%
EAM
75
Evanson Asset Management
California
$368K +$14.4K +279 +4%
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.