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Icahn Enterprises
IEP

Overview Fund Activity

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
Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
2.56%
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
1
Icahn Carl
Florida
$14.3B
2
Invesco
2
Invesco
Georgia
$9.61M
3
HF
3
HRT Financial
New York
$8.03M
4
JF
4
Jump Financial
Illinois
$3.42M
5
Group One Trading
5
Group One Trading
Illinois
$3.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.2M
2
N
2
Natixis
France
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.53M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCIA
76
Gabelli & Co Investment Advisers
New York
$348K – – –
HA
77
Herold Advisors
New York
$320K -$546 -11 -0.2%
CCP
78
Carmel Capital Partners
California
$303K +$47.6K +960 +19%
ORC
79
O'Rourke & Company
Massachusetts
$298K +$2.19K +44 +0.7%
BPA
80
Beacon Pointe Advisors
California
$294K -$2.56K -51 -0.9%
AWE
81
Avidian Wealth Enterprises
Texas
$291K – – –
CIA
82
Cladis Investment Advisory
Montana
$291K +$24.8K +500 +9%
GAG
83
GM Advisory Group
New York
$287K +$6.52K +131 +2%
BAM
84
Belpointe Asset Management
Nevada
$287K +$287K +5,774 New
MNBTD
85
Moody National Bank Trust Division
Texas
$282K -$10.7K -215 -4%
SG Americas Securities
86
SG Americas Securities
New York
$281K +$141K +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 +$21K +422 +9%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$238K – – –
ASN
91
Advisory Services Network
Georgia
$238K +$238K +4,796 New
Truist Financial
92
Truist Financial
North Carolina
$234K +$234K +4,709 New
MML Investors Services
93
MML Investors Services
Massachusetts
$232K +$22.8K +459 +11%
MSAM
94
Moloney Securities Asset Management
Missouri
$231K +$8.44K +170 +4%
SPIA
95
Steward Partners Investment Advisory
New York
$223K +$10K +201 +5%
LF
96
Lee Financial
Texas
$219K +$9.2K +185 +4%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$218K +$218K +4,385 New
JWM
98
Jeppson Wealth Management
California
$216K +$216K +4,344 New
CPIA
99
Cornell Pochily Investment Advisors
New York
$209K – – –
MFA
100
Mayflower Financial Advisors
Massachusetts
$204K +$204K +4,103 New
2 3
4
5 6