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Icahn Enterprises
IEP

146 hedge funds and large institutions have $13.5B invested in Icahn Enterprises in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 22

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

5% more funds holding

Funds holding: 139 → 146 (+7)

5% more capital invested

Capital invested by funds: $12.9B → $13.5B (+$611M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $25.4M

4.72% less ownership

Funds ownership: 93.64% → 88.91% (-4.7%)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
50
Reduced
22
Closed
20
Calls
$22.9M
Puts
$25.4M
Net Calls
-$2.52M
Net Calls Change
+$7.91M

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$17.5M
2
WMSA
Weiss Multi-Strategy Advisers
New York
+$3.48M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.73M
4
HF
HRT Financial
New York
+$2.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.06M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.06M
4
Morgan Stanley
Morgan Stanley
New York
-$4.47M
5
Jane Street
Jane Street
New York
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
76
Firethorn Wealth Partners
Georgia
$303K +$313K +5,836 New
CAN
77
Cetera Advisor Networks
California
$293K -$198K -3,686 -40%
ANI
78
American National Insurance
Texas
$288K – – –
ANRIA
79
American National Registered Investment Advisor
Texas
$282K – – –
UCFA
80
United Capital Financial Advisors
Texas
$282K +$3.59K +67 +1%
SWM
81
Selective Wealth Management
Virginia
$272K +$281K +5,238 New
SWM
82
Spire Wealth Management
Virginia
$265K +$107K +1,990 +64%
CPP
83
Capasso Planning Partners
South Carolina
$262K – – –
GF
84
Gabelli Funds
New York
$260K – – –
NF
85
NTB Financial
Colorado
$260K – – –
GAG
86
GM Advisory Group
New York
$258K +$266K +4,960 New
SFG
87
Sovereign Financial Group
Connecticut
$253K +$42.9K +800 +20%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249K +$27.8K +518 +12%
CIA
89
Cladis Investment Advisory
Montana
$234K – – –
IAIM
90
International Assets Investment Management
Florida
$226K +$233K +4,347 New
TSS
91
Two Sigma Securities
New York
$225K +$232K +4,337 New
AAS
92
Ameritas Advisory Services
Nebraska
$223K +$230K +4,299 New
CPO
93
Cerity Partners OCIO
New York
$221K +$228K +4,253 New
MSAM
94
Moloney Securities Asset Management
Missouri
$216K +$4.02K +75 +2%
CPIA
95
Cornell Pochily Investment Advisors
New York
$212K – – –
WG
96
Welch Group
Alabama
$211K – – –
WW
97
Waterfront Wealth
Kansas
$203K -$92.1K -1,718 -31%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$200K +$206K +3,847 New
LF
99
Lee Financial
Texas
$174K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$165K +$1.23K +23 +0.7%
2 3
4
5 6

IEP Hedge Fund Activity: Q1 2022 in Review

146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2022, worth a combined $13.5B — up 4.7% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IEP positions and 20 closed out — a net gain of 10 holders — while 50 added to existing stakes and 22 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $17.5M. The largest seller was Susquehanna International Group, cutting an estimated $8.2M.

  • 146 institutional investors held Icahn Enterprises (IEP) as of Q1 2022, up from 139 in Q4 2021.
  • Funds reported $13.5B of Icahn Enterprises stock for Q1 2022, up 4.7% quarter-over-quarter.
  • 30 funds opened new Icahn Enterprises positions in Q1 2022 and 20 closed out, a net change of +10 holders.
  • The largest Icahn Enterprises buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $17.5M added.
  • The largest Icahn Enterprises seller in Q1 2022 was Susquehanna International Group, an estimated $8.2M sold.

Based on aggregated 13F filings for Q1 2022.