Avery Dennison
509 hedge funds and large institutions have $6.85B invested in Avery Dennison in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 157 increasing their positions, 203 reducing their positions, and 35 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
64% more call options, than puts
Call options by funds: $4.23M | Put options by funds: $2.58M
63% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 35
8% more capital invested
Capital invested by funds: $6.36B → $6.85B (+$489M)
3% more funds holding
Funds holding: 493 → 509 (+16)
1.31% less ownership
Funds ownership: 88.99% → 87.68% (-1.3%)
23% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 203
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$77.3M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$68.2M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$61.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$28.5M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$77.1M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$59.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$40M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$36.7M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$36.5M |
AVY Hedge Fund Activity: Q2 2017 in Review
509 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q2 2017, worth a combined $6.85B — up 7.7% from $6.36B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new AVY positions and 35 closed out — a net gain of 22 holders — while 157 added to existing stakes and 203 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $77.3M. The largest seller was Bank of Montreal, cutting an estimated $77.1M.
- 509 institutional investors held Avery Dennison (AVY) as of Q2 2017, up from 493 in Q1 2017.
- Funds reported $6.85B of Avery Dennison stock for Q2 2017, up 7.7% quarter-over-quarter.
- 57 funds opened new Avery Dennison positions in Q2 2017 and 35 closed out, a net change of +22 holders.
- The largest Avery Dennison buyer in Q2 2017 was Principal Financial Group, an estimated $77.3M added.
- The largest Avery Dennison seller in Q2 2017 was Bank of Montreal, an estimated $77.1M sold.
Based on aggregated 13F filings for Q2 2017.