Illinois Tool Works
1,266 hedge funds and large institutions have $36.1B invested in Illinois Tool Works in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 370 increasing their positions, 585 reducing their positions, and 144 closing their positions.
0.1% more ownership
Funds ownership: 79.59% → 79.68% (+0.1%)
5% less funds holding
Funds holding: 1,337 → 1,266 (-71)
19% less funds holding in top 10
Funds holding in top 10: 32 → 26 (-6)
21% less capital invested
Capital invested by funds: $45.9B → $36.1B (-$9.8B)
37% less repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 585
41% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 144
42% less call options, than puts
Call options by funds: $111M | Put options by funds: $190M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$294M |
| 2 |
BlackRock
New York
|
+$199M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
+$178M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$168M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$294M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$172M |
| 3 |
JP Morgan Chase
New York
|
-$139M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$102M |
| 5 |
State Street
Boston,
Massachusetts
|
-$92.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APC
1401
Aspire Private Capital
Cornelius,
North Carolina
| – | -$10K | -54 | Closed |
|
|
SQA
1402
Simon Quick Advisors
Morristown,
New Jersey
| – | -$7K | -39 | Closed |
|
|
WLPWM
1403
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$7K | -39 | Closed |
|
|
JAM
1404
JCIC Asset Management
Toronto,
Ontario, Canada
| – | -$3K | -19 | Closed |
|
|
CWA
1405
Capital Wealth Alliance
Scottsdale,
Arizona
| – | -$2K | -9 | Closed |
|
1406
Fidelity International
Hamilton,
Bermuda
| – | -$1.19K | -7 | -78% |
|
|
AWM
1407
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$1K | -6 | Closed |
|
|
LS
1408
Leelyn Smith
Geneva,
Illinois
| – | -$1 | -5 | Closed |
|
1409
Capstone Investment Advisors
New York
| – | -$680 | -4 | Closed |
|
|
SHWM
1410
Silicon Hills Wealth Management
Austin,
Texas
| – | -$1 | -1 | Closed |
|
ITW Hedge Fund Activity: Q1 2020 in Review
1,266 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Illinois Tool Works (ITW) for Q1 2020, worth a combined $36.1B — down 21% from $45.9B a quarter earlier.
Sellers outnumbered buyers: 144 funds closed out of ITW and 85 opened new positions — a net loss of 59 holders — while 585 trimmed existing stakes and 370 added.
The largest buyer was Charles Schwab, adding an estimated $294M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $294M sold.
- 1,266 institutional investors held Illinois Tool Works (ITW) as of Q1 2020, down from 1,337 in Q4 2019.
- Funds reported $36.1B of Illinois Tool Works stock for Q1 2020, down 21% quarter-over-quarter.
- 85 funds opened new Illinois Tool Works positions in Q1 2020 and 144 closed out, a net change of -59 holders.
- The largest Illinois Tool Works buyer in Q1 2020 was Charles Schwab, an estimated $294M added.
- The largest Illinois Tool Works seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $294M sold.
Based on aggregated 13F filings for Q1 2020.