ITW icon

Illinois Tool Works
ITW

Overview Fund Activity

1,742 hedge funds and large institutions have $64.7B invested in Illinois Tool Works in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 508 increasing their positions, 663 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,742
Holders Change
+126
Holders Change %
+7.8%
% of All Funds
25.54%
Holding in Top 10
25
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+56.25%
% of All Funds
0.37%
New
234
Increased
508
Reduced
663
Closed
86
Calls
$153M
Puts
$120M
Net Calls
+$33.1M
Net Calls Change
-$3.97M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.22B
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$177M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$90.9M
4
Invesco
Invesco
Georgia
+$75.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$75M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$321M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$314M
3
First Trust Advisors
First Trust Advisors
Illinois
-$201M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$150M
5
Northern Trust
Northern Trust
Illinois
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
1001
Keebeck Wealth Management
Illinois
$602K – – –
SDAM
1002
Shulman DeMeo Asset Management
New York
$600K +$14.9K +57 +3%
HWMG
1003
Hurlow Wealth Management Group
Indiana
$599K -$2.62K -10 -0.4%
FFA
1004
Farther Finance Advisors
California
$597K +$260K +991 +77%
WTB
1005
Washington Trust Bank
Washington
$596K -$13.1K -50 -2%
SPC
1006
Sigma Planning Corp
Michigan
$594K -$701K -2,676 -54%
HTHT
1007
Hemenway Trust Hemenway Trust
New Hampshire
$594K -$144K -550 -20%
LWAM
1008
Legacy Wealth Asset Management
Minnesota
$593K -$2.36K -9 -0.4%
FWCM
1009
Ferguson Wellman Capital Management
Oregon
$592K -$41.1K -157 -6%
WSTAM
1010
Wilbanks Smith & Thomas Asset Management
Virginia
$591K -$8.12K -31 -1%
UAML
1011
US Asset Management LLC
Pennsylvania
$589K +$589K +2,247 New
WA
1012
Waverly Advisors
Alabama
$583K +$5.24K +20 +0.9%
PWM
1013
Perigon Wealth Management
California
$581K +$179K +684 +45%
QI
1014
Qtron Investments
Massachusetts
$580K -$197K -751 -25%
DDC
1015
DF Dent & Co
Maryland
$579K -$786 -3 -0.1%
SSW
1016
Smith Shellnut Wilson
Mississippi
$578K -$7.07K -27 -1%
PP
1017
PDS Planning
Ohio
$577K +$2.88K +11 +0.5%
KCM
1018
Kornitzer Capital Management
Kansas
$577K +$23.6K +90 +4%
CB
1019
Cooke & Bieler
Pennsylvania
$576K – – –
NB
1020
Nicolet Bankshares
Wisconsin
$576K +$28.8K +110 +5%
AT
1021
Arden Trust
Delaware
$572K -$2.1K -8 -0.4%
CRWM
1022
Castle Rock Wealth Management
California
$570K +$515 +2 +0.1%
JIC
1023
Joel Isaacson & Co
New York
$569K – – –
NWM
1024
Northcape Wealth Management
New York
$568K -$6.55K -25 -1%
SW
1025
Simplicity Wealth
New Jersey
$568K +$568K +2,167 New
39 40
41
42 43