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Illinois Tool Works

1,750 hedge funds and large institutions have $64.8B invested in Illinois Tool Works in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 513 increasing their positions, 664 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 236 | Existing positions closed: 86

56% more funds holding in top 10

Funds holding in top 10: 1625 (+9)

28% more call options, than puts

Call options by funds: $153M | Put options by funds: $120M

15% more capital invested

Capital invested by funds: $56.5B → $64.8B (+$8.29B)

8% more funds holding

Funds holding: 1,6221,750 (+128)

1.15% more ownership

Funds ownership: 81.09%82.23% (+1.1%)

23% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 664

Holders
1,750
Holders Change
+128
Holders Change %
+7.89%
% of All Funds
25.51%
Holding in Top 10
25
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+56.25%
% of All Funds
0.36%
New
236
Increased
513
Reduced
664
Closed
86
Calls
$153M
Puts
$120M
Net Calls
+$33.1M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.85B -$10.7M -44,676 -0.2%
BHM
2
Briar Hall Management
Tennessee
$6.85B -$1.47M -6,150 -0%
BlackRock
3
BlackRock
New York
$5.55B -$92.4M -385,504 -2%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$5.51B
Northern Trust
5
Northern Trust
Illinois
$3.24B -$111M -463,304 -4%
State Street
6
State Street
Massachusetts
$3.23B +$52.6M +219,349 +2%
Morgan Stanley
7
Morgan Stanley
New York
$2.34B +$1.11B +4,647,060 +108%
Wells Fargo
8
Wells Fargo
California
$1.97B -$16.2M -67,696 -0.9%
Charles Schwab
9
Charles Schwab
California
$1.78B -$17.1M -71,309 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.55B +$12.8M +53,435 +0.9%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$1.21B -$19.5M -81,240 -2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$1.13B -$293M -1,224,768 -22%
Bank of America
13
Bank of America
North Carolina
$915M -$50.7M -211,761 -6%
Goldman Sachs
14
Goldman Sachs
New York
$860M +$65.2M +272,098 +9%
Norges Bank
15
Norges Bank
Norway
$818M -$9.4M -39,210 -1%
Fisher Asset Management
16
Fisher Asset Management
Washington
$772M +$28.7M +119,921 +4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$745M -$287M -1,198,270 -30%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$734M -$53.9M -224,796 -7%
Legal & General Group
19
Legal & General Group
United Kingdom
$586M +$10.9M +45,383 +2%
Amundi
20
Amundi
France
$492M -$11.7M -48,857 -2%
UBS AM
21
UBS AM
Illinois
$463M +$18.8M +78,490 +5%
Stifel Financial
22
Stifel Financial
Missouri
$450M -$5.52M -23,015 -1%
Ameriprise
23
Ameriprise
Minnesota
$422M +$21.1M +87,928 +6%
Invesco
24
Invesco
Georgia
$385M +$68.8M +287,251 +24%
N
25
Nuveen
North Carolina
$356M -$2.14M -8,925 -0.7%

ITW Hedge Fund Activity: Q4 2023 in Review

1,750 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Illinois Tool Works (ITW) for Q4 2023, worth a combined $64.8B — up 15% from $56.5B a quarter earlier.

Buyers outnumbered sellers: 236 funds opened new ITW positions and 86 closed out — a net gain of 150 holders — while 513 added to existing stakes and 664 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.11B. The largest seller was Capital Research Global Investors, cutting an estimated $293M.

  • 1,750 institutional investors held Illinois Tool Works (ITW) as of Q4 2023, up from 1,622 in Q3 2023.
  • Funds reported $64.8B of Illinois Tool Works stock for Q4 2023, up 15% quarter-over-quarter.
  • 236 funds opened new Illinois Tool Works positions in Q4 2023 and 86 closed out, a net change of +150 holders.
  • The largest Illinois Tool Works buyer in Q4 2023 was Morgan Stanley, an estimated $1.11B added.
  • The largest Illinois Tool Works seller in Q4 2023 was Capital Research Global Investors, an estimated $293M sold.

Based on aggregated 13F filings for Q4 2023.