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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 %
DI
76
DFPG Investments
Utah
$376K +$376K +7,094 New
SIC
77
Samalin Investment Counsel
New York
$355K -$61.8K -1,221 -15%
HA
78
Herold Advisors
New York
$342K +$16K +316 +5%
CG
79
Cutler Group
California
$332K +$332K +6,568 New
FWP
80
Firethorn Wealth Partners
Georgia
$315K -$95.3K -1,882 -23%
Comerica Bank
81
Comerica Bank
Texas
$310K +$310K +5,835 New
WWM
82
Western Wealth Management
Colorado
$308K -$101K -1,990 -25%
ORC
83
O'Rourke & Company
Massachusetts
$306K +$2.38K +47 +0.8%
AWE
84
Avidian Wealth Enterprises
Texas
$304K +$7.95K +157 +3%
GCP
85
GSA Capital Partners
United Kingdom
$301K +$301K +5,936 New
CIA
86
Cladis Investment Advisory
Montana
$296K – – –
GAG
87
GM Advisory Group
New York
$295K +$3.04K +60 +1%
MNBTD
88
Moody National Bank Trust Division
Texas
$288K – – –
TCM
89
Triumph Capital Management
Colorado
$283K +$283K +5,581 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$279K +$36.7K +724 +15%
AAS
91
Ameritas Advisory Services
Nebraska
$276K +$70.9K +1,400 +35%
BPA
92
Beacon Pointe Advisors
California
$274K -$23.4K -462 -8%
MML Investors Services
93
MML Investors Services
Massachusetts
$270K +$33.5K +662 +14%
PCMC
94
Paragon Capital Management (Colorado)
Colorado
$260K +$260K +5,127 New
SFG
95
Sovereign Financial Group
Connecticut
$257K – – –
GF
96
Gabelli Funds
New York
$253K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$247K +$19.6K +387 +9%
MSAM
98
Moloney Securities Asset Management
Missouri
$245K +$9.07K +179 +4%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$243K +$243K +4,805 New
WS
100
Wedbush Securities
California
$242K +$34.9K +690 +17%
2 3
4
5 6