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Avery Dennison

677 hedge funds and large institutions have $12.7B invested in Avery Dennison in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 277 increasing their positions, 227 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 227

0.3% more ownership

Funds ownership: 88.72%89.02% (+0.3%)

6% less funds holding

Funds holding: 720677 (-43)

14% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $15.3M

20% less capital invested

Capital invested by funds: $15.8B → $12.7B (-$3.16B)

33% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 94

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
677
Holders Change
-43
Holders Change %
-5.97%
% of All Funds
10.68%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
63
Increased
277
Reduced
227
Closed
94
Calls
$13.1M
Puts
$15.3M
Net Calls
-$2.18M
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
226
Richelieu Gestion
France
$2.51M +$2.68M +14,426 New
JMPWA
227
JP Morgan Private Wealth Advisors
California
$2.49M +$73.6K +396 +3%
WAM
228
Weiss Asset Management
Massachusetts
$2.45M +$90.2K +485 +4%
II
229
IFM Investors
Australia
$2.41M +$500K +2,691 +24%
UIM
230
USS Investment Management
United Kingdom
$2.39M -$2.03M -10,927 -44%
TI
231
Trexquant Investment
Connecticut
$2.37M +$2.54M +13,646 New
VT
232
Vise Technologies
New York
$2.31M -$3.92M -21,088 -61%
Nordea Investment Management
233
Nordea Investment Management
Sweden
$2.29M +$206K +1,108 +9%
HSA
234
HBK Sorce Advisory
Pennsylvania
$2.29M +$198K +1,063 +9%
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
$2.26M -$4.37M -23,503 -64%
CCM
236
Condor Capital Management
New Jersey
$2.26M -$2.79K -15 -0.1%
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$2.22M -$330K -1,774 -12%
YCM
238
Yousif Capital Management
Michigan
$2.21M +$12.1K +65 +0.5%
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$2.12M +$29.2K +157 +1%
Handelsbanken Fonder
240
Handelsbanken Fonder
Sweden
$2.1M -$279K -1,500 -11%
HighTower Advisors
241
HighTower Advisors
Illinois
$2.1M -$4.83K -26 -0.2%
MSL
242
Mackay Shields LLC
New York
$2.06M -$91.1K -490 -4%
PIM
243
Penobscot Investment Management
Massachusetts
$2.04M +$26K +140 +1%
SOADOR
244
State of Alaska Department of Revenue
Alaska
$2.02M -$893K -4,806 -29%
Public Sector Pension Investment Board (PSP Investments)
245
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.02M -$416K -2,240 -16%
LA
246
Lindenwold Advisors
Pennsylvania
$2.01M -$5.95K -32 -0.3%
SLI
247
Sumitomo Life Insurance
Japan
$1.99M -$27K -145 -1%
Select Equity Group
248
Select Equity Group
New York
$1.99M -$364M -1,955,815 -99%
Marshall Wace
249
Marshall Wace
United Kingdom
$1.99M -$12.3M -66,300 -85%
II
250
Inspire Investing
Idaho
$1.97M -$152K -816 -7%

AVY Hedge Fund Activity: Q1 2022 in Review

677 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q1 2022, worth a combined $12.7B — down 20% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AVY and 63 opened new positions — a net loss of 31 holders — while 227 trimmed existing stakes and 277 added.

The largest buyer was Lazard Asset Management, adding an estimated $105M. The largest seller was Select Equity Group, cutting an estimated $364M.

  • 677 institutional investors held Avery Dennison (AVY) as of Q1 2022, down from 720 in Q4 2021.
  • Funds reported $12.7B of Avery Dennison stock for Q1 2022, down 20% quarter-over-quarter.
  • 63 funds opened new Avery Dennison positions in Q1 2022 and 94 closed out, a net change of -31 holders.
  • The largest Avery Dennison buyer in Q1 2022 was Lazard Asset Management, an estimated $105M added.
  • The largest Avery Dennison seller in Q1 2022 was Select Equity Group, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2022.