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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
AWM
126
AllSquare Wealth Management
New York
$11K +$413 +8 +4%
HWA
127
HHM Wealth Advisors
Tennessee
$11K +$413 +8 +4%
AIM
128
Anchor Investment Management
South Carolina
$10K +$413 +8 +4%
WWMSC
129
Wagner Wealth Management (South Carolina)
South Carolina
$10K -$20.6K -400 -67%
HI
130
Hudock Inc
Pennsylvania
$10K -$2.63K -51 -20%
GWSG
131
GPS Wealth Strategies Group
Colorado
$10K +$10.3K +200 New
CWM
132
Cranbrook Wealth Management
Michigan
$8K +$310 +6 +4%
First Manhattan
133
First Manhattan
New York
$5K
FWM
134
Focused Wealth Management
New York
$5K
HCP
135
Hexagon Capital Partners
Arkansas
$5K
SAM
136
Strategic Asset Management
Minnesota
$5K +$206 +4 +4%
SOW
137
State of Wyoming
Wyoming
$3K -$52.6K -1,019 -94%
SSG
138
Summit Securities Group
New York
$2K +$826 +16 +73%
MOS
139
MGO One Seven
Ohio
$1.13K -$71.6K -1,387 -6%
TF
140
TimeScale Financial
Massachusetts
$1K
CWC
141
Carolinas Wealth Consulting
North Carolina
$1K +$52 +1 +7%
HFS
142
Hantz Financial Services
Michigan
$1K +$52 +1 +10%
AWM
143
Avior Wealth Management
Nebraska
$1K +$1.19K +23 New
KFS
144
Kelly Financial Services
Massachusetts
$579 +$52 +1 +9%
N
145
Natixis
France
-$6.67M -138,500 Closed
MWM
146
Merriman Wealth Management
Washington
-$4.81M -100,000 Closed
WMSA
147
Weiss Multi-Strategy Advisers
New York
-$2.85M -59,301 Closed
GCP
148
GSA Capital Partners
United Kingdom
-$369K -7,669 Closed
Wolverine Trading
149
Wolverine Trading
Illinois
-$374K -7,240 Closed
UCFA
150
United Capital Financial Advisors
Texas
-$258K -5,364 Closed

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.