Icahn Enterprises
167 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.
2,688% more capital inflows, than outflows
Capital inflows: $671M | Capital outflows: $24.1M
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
118% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 33
12% more funds holding
Funds holding: 149 → 167 (+18)
0.29% less ownership
Funds ownership: 90.82% → 90.53% (-0.29%)
34% less call options, than puts
Call options by funds: $22.5M | Put options by funds: $33.8M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Icahn Carl
Sunny Isles Beach,
Florida
|
+$597M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
Private Capital Advisors
Darien,
Connecticut
|
+$11.6M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.79M |
| 5 |
Goldman Sachs
New York
|
+$5.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$9.6M |
| 2 |
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
-$7.16M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.87M |
| 4 |
ING Group
Amsterdam,
Netherlands
|
-$1M |
| 5 |
Capital Impact Advisors
Boston,
Massachusetts
|
-$461K |
IEP Hedge Fund Activity: Q4 2022 in Review
167 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q4 2022, worth a combined $15.5B — up 6.3% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IEP positions and 13 closed out — a net gain of 22 holders — while 72 added to existing stakes and 33 trimmed.
The largest buyer was Icahn Carl, adding an estimated $597M. The largest seller was Invesco, exiting entirely with an estimated $9.6M sold.
- 167 institutional investors held Icahn Enterprises (IEP) as of Q4 2022, up from 149 in Q3 2022.
- Funds reported $15.5B of Icahn Enterprises stock for Q4 2022, up 6.3% quarter-over-quarter.
- 35 funds opened new Icahn Enterprises positions in Q4 2022 and 13 closed out, a net change of +22 holders.
- The largest Icahn Enterprises buyer in Q4 2022 was Icahn Carl, an estimated $597M added.
- The largest Icahn Enterprises seller in Q4 2022 was Invesco, an estimated $9.6M sold.
Based on aggregated 13F filings for Q4 2022.