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Icahn Enterprises
IEP

Overview Fund Activity

148 hedge funds and large institutions have $13.6B invested in Icahn Enterprises in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
70
Reduced
26
Closed
20
Calls
$23.8M
Puts
$23.6M
Net Calls
+$221K
Net Calls Change
+$2.75M

Top Buyers

1
IC
1
Icahn Carl
Florida
$13.4B
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
N
3
Natixis
France
$6.67M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$8M
5
MWM
5
Merriman Wealth Management
Washington
$4.81M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$8.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$0
4
Group One Trading
4
Group One Trading
Illinois
$451K
5
HKAM
5
Horizon Kinetics Asset Management
New York
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
76
Avidian Wealth Enterprises
Texas
$282K – – –
GAG
77
GM Advisory Group
New York
$271K +$32.7K +680 +14%
UCFA
78
United Capital Financial Advisors
Texas
$258K -$3.22K -67 -1%
CIA
79
Cladis Investment Advisory
Montana
$257K +$40.9K +850 +19%
CCP
80
Carmel Capital Partners
California
$248K +$248K +5,150 New
SFG
81
Sovereign Financial Group
Connecticut
$244K +$9.62K +200 +4%
NF
82
NTB Financial
Colorado
$241K – – –
GF
83
Gabelli Funds
New York
$241K – – –
VF
84
Virtu Financial
New York
$240K -$677K -14,087 -74%
OIA
85
OneDigital Investment Advisors
Kansas
$238K +$238K +4,946 New
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231K – – –
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$227K -$94.5K -1,966 -29%
AWS
88
Atria Wealth Solutions
New York
$217K +$217K +4,513 New
MSAM
89
Moloney Securities Asset Management
Missouri
$216K +$15.5K +321 +8%
SPIA
90
Steward Partners Investment Advisory
New York
$206K +$53K +1,101 +35%
AAS
91
Ameritas Advisory Services
Nebraska
$204K -$2.4K -50 -1%
LF
92
Lee Financial
Texas
$203K +$41.6K +865 +26%
MML Investors Services
93
MML Investors Services
Massachusetts
$203K +$203K +4,217 New
CPIA
94
Cornell Pochily Investment Advisors
New York
$202K +$5.29K +110 +3%
SGA
95
Seaport Global Advisors
Massachusetts
$191K -$197K -4,087 -51%
SG Americas Securities
96
SG Americas Securities
New York
$136K +$136K +2,827 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$131K +$131K +2,733 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$121K +$3.53K +74 +3%
SWM
99
Spire Wealth Management
Virginia
$119K -$126K -2,622 -51%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K +$24.1K +500 +31%
2 3
4
5 6