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Icahn Enterprises

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: 148148 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
76
Gabelli & Co Investment Advisers
New York
$348K
HA
77
Herold Advisors
New York
$320K -$568 -11 -0.2%
CCP
78
Carmel Capital Partners
California
$303K +$49.5K +960 +19%
ORC
79
O'Rourke & Company
Massachusetts
$298K +$2.27K +44 +0.7%
BPA
80
Beacon Pointe Advisors
California
$294K -$2.63K -51 -0.9%
AWE
81
Avidian Wealth Enterprises
Texas
$291K
CIA
82
Cladis Investment Advisory
Montana
$291K +$25.8K +500 +9%
GAG
83
GM Advisory Group
New York
$287K +$6.76K +131 +2%
BAM
84
Belpointe Asset Management
Nevada
$287K +$298K +5,774 New
MNBTD
85
Moody National Bank Trust Division
Texas
$282K -$11.1K -215 -4%
SG Americas Securities
86
SG Americas Securities
New York
$281K +$146K +2,831 +100%
SFG
87
Sovereign Financial Group
Connecticut
$252K
GF
88
Gabelli Funds
New York
$248K
AWS
89
Atria Wealth Solutions
New York
$245K +$21.8K +422 +9%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$238K
ASN
91
Advisory Services Network
Georgia
$238K +$247K +4,796 New
Truist Financial
92
Truist Financial
North Carolina
$234K +$243K +4,709 New
MML Investors Services
93
MML Investors Services
Massachusetts
$232K +$23.7K +459 +11%
MSAM
94
Moloney Securities Asset Management
Missouri
$231K +$8.77K +170 +4%
SPIA
95
Steward Partners Investment Advisory
New York
$223K +$10.4K +201 +5%
LF
96
Lee Financial
Texas
$219K +$9.55K +185 +4%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$218K +$226K +4,385 New
JWM
98
Jeppson Wealth Management
California
$216K +$224K +4,344 New
CPIA
99
Cornell Pochily Investment Advisors
New York
$209K
MFA
100
Mayflower Financial Advisors
Massachusetts
$204K +$212K +4,103 New

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.