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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 %
ASN
101
Advisory Services Network
Georgia
$237K -$6.43K -127 -3%
JWM
102
Jeppson Wealth Management
California
$235K +$14.5K +287 +7%
LF
103
Lee Financial
Texas
$231K +$7.55K +149 +3%
Truist Financial
104
Truist Financial
North Carolina
$230K -$8.71K -172 -4%
KCFA
105
Key Client Fiduciary Advisors
New Jersey
$227K +$227K +4,480 New
SEP
106
Southland Equity Partners
Missouri
$226K +$226K +4,462 New
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$218K +$218K +4,300 New
MFA
108
Mayflower Financial Advisors
Massachusetts
$216K +$8.1K +160 +4%
CPIA
109
Cornell Pochily Investment Advisors
New York
$213K – – –
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$211K +$211K +4,162 New
WG
111
Welch Group
Alabama
$206K – – –
HI
112
Harbour Investments
Wisconsin
$206K +$205K +4,052 +57,886%
EWA
113
EverSource Wealth Advisors
Alabama
$179K +$179K +3,543 New
PA
114
Parallel Advisors
California
$170K +$158K +3,119 +1,284%
BAM
115
Belpointe Asset Management
Nevada
$159K -$134K -2,641 -46%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$135K +$10.1K +200 +8%
NA
117
NewEdge Advisors
Louisiana
$115K +$115K +3,701 New
CFGS
118
Concourse Financial Group Securities
Alabama
$114K +$51 +1 +0%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K -$5.07K -100 -5%
CA
120
Clearstead Advisors
Ohio
$98.3K – – –
NFSG
121
Newbridge Financial Services Group
Florida
$96.8K -$306K -6,038 -76%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$95.4K – – –
SGA
123
Seaport Global Advisors
Massachusetts
$86K +$3.24K +64 +4%
TWM
124
Tradition Wealth Management
Minnesota
$83K +$2.47K +49 +3%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$72.2K -$26.7K -528 -27%
3 4
5
6 7