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Icahn Enterprises
IEP

Overview Fund Activity

166 hedge funds and large institutions have $15.5B invested in Icahn Enterprises in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+18
Holders Change %
+12.16%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
72
Reduced
33
Closed
13
Calls
$22.5M
Puts
$33.9M
Net Calls
-$11.4M
Net Calls Change
-$21.1M

Top Buyers

1
IC
1
Icahn Carl
Florida
$15.2B
2
Morgan Stanley
2
Morgan Stanley
New York
$42.4M
3
PCA
3
Private Capital Advisors
Connecticut
$11.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$14.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.03M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
UCIG
2
Ulrich Consultants & Investment Group
New Mexico
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$2.8M
4
IG
4
ING Group
Netherlands
$0
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
51
EMFO LLC
Florida
$913K -$125K -2,477 -12%
Barclays
52
Barclays
United Kingdom
$804K -$78.2K -1,544 -9%
PCIA
53
Prime Capital Investment Advisors
Kansas
$788K +$788K +15,567 New
BRWA
54
B. Riley Wealth Advisors
Florida
$766K -$13.9K -274 -2%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$739K +$254K +5,026 +53%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$723K +$21.4K +422 +3%
Stifel Financial
57
Stifel Financial
Missouri
$710K -$136K -2,687 -16%
Citadel Advisors
58
Citadel Advisors
Florida
$657K +$657K +12,980 New
AWM
59
Apollon Wealth Management
South Carolina
$649K +$40.6K +801 +7%
Creative Planning
60
Creative Planning
Kansas
$641K +$14.7K +291 +2%
PFS
61
Prospera Financial Services
Texas
$632K -$117K -2,316 -16%
OC
62
Oppenheimer & Co
New York
$576K +$14.2K +280 +3%
BHWA
63
Beacon Harbor Wealth Advisors
Virginia
$527K +$527K +10,400 New
SW
64
SVB Wealth
Massachusetts
$514K +$514K +10,147 New
WANY
65
Wealthspire Advisors (New York)
New York
$499K +$20.2K +398 +4%
EH
66
Equitable Holdings
New York
$496K +$49.4K +976 +11%
FC
67
FORA Capital
Florida
$495K +$495K +9,767 New
HighTower Advisors
68
HighTower Advisors
Illinois
$475K +$75.2K +1,485 +19%
CCP
69
Carmel Capital Partners
California
$470K +$160K +3,162 +52%
OFG
70
Oxford Financial Group
Indiana
$469K +$50.7K +1,000 +12%
Corient Private Wealth
71
Corient Private Wealth
Florida
$453K +$453K +8,940 New
CAN
72
Cetera Advisor Networks
California
$435K +$40.4K +798 +10%
CIBC Asset Management
73
CIBC Asset Management
Ontario, Canada
$426K -$111K -2,183 -21%
WPC
74
Wedmont Private Capital
Pennsylvania
$414K – – –
EAM
75
Evanson Asset Management
California
$390K +$14.9K +294 +4%
1 2
3
4 5