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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.

New
Increased
Maintained
Reduced
Closed
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 %
GWM
151
Geneos Wealth Management
Colorado
$5.07K +$5.07K +100 New
EE
152
EWG Elevate
California
$5.07K +$5.07K +100 New
Deutsche Bank
153
Deutsche Bank
Germany
$5.01K +$5.01K +99 New
SSG
154
Summit Securities Group
New York
$4K +$2.08K +41 +108%
PAG
155
Private Advisor Group
New Jersey
$1.12K +$149 +2,941 +15%
AFG
156
Albion Financial Group
Utah
$1.11K +$1.11K +22 New
HFS
157
Hantz Financial Services
Michigan
$1K – – –
First Manhattan
158
First Manhattan
New York
$810 -$4.91K -97 -86%
TF
159
TimeScale Financial
Massachusetts
$795 – – –
CWC
160
Carolinas Wealth Consulting
North Carolina
$774 – – –
KFS
161
Kelly Financial Services
Massachusetts
$614 – – –
IFAM
162
Institutional & Family Asset Management
Colorado
$294 – – –
CFB
163
Cullen/Frost Bankers
Texas
$152 – – –
PMFA
164
Plante Moran Financial Advisors
Michigan
$152 – – –
Fidelity Investments
165
Fidelity Investments
Massachusetts
$101 -$101 -2 -50%
Invesco
166
Invesco
Georgia
– -$9.61M -193,488 Closed
UCIG
167
Ulrich Consultants & Investment Group
New Mexico
– -$7.16M -144,104 Closed
IG
168
ING Group
Netherlands
– -$1M -20,200 Closed
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
– -$455K -9,174 Closed
SWM
170
Selective Wealth Management
Virginia
– -$376K -7,561 Closed
GCIA
171
Gabelli & Co Investment Advisers
New York
– -$348K -7,000 Closed
AWS
172
Atria Wealth Solutions
New York
– -$245K -4,935 Closed
Luther King Capital Management (LKCM)
173
Luther King Capital Management (LKCM)
Texas
– -$218K -4,385 Closed
HI
174
Hudock Inc
Pennsylvania
– -$10K -207 Closed
GWSG
175
GPS Wealth Strategies Group
Colorado
– -$10K -200 Closed
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