We are live on ! Find out more
AVY icon

Avery Dennison
AVY

733 hedge funds and large institutions have $15.6B invested in Avery Dennison in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 232 increasing their positions, 262 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 60

12% more capital invested

Capital invested by funds: $13.9B → $15.6B (+$1.65B)

6% more funds holding

Funds holding: 692 → 733 (+41)

2.62% more ownership

Funds ownership: 94.42% → 97.04% (+2.6%)

11% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 262

78% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $90.5M

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
733
Holders Change
+41
Holders Change %
+5.92%
% of All Funds
10.69%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
111
Increased
232
Reduced
262
Closed
60
Calls
$20.2M
Puts
$90.5M
Net Calls
-$70.2M
Net Calls Change
-$45M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$331M
2
Cerity Partners
Cerity Partners
New York
+$217M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$45.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$35.6M
5
Goldman Sachs
Goldman Sachs
New York
+$29.2M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$62M
2
Millennium Management
Millennium Management
New York
-$56.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$43.5M
4
SBH
Segall Bryant & Hamill
Illinois
-$41.3M
5
CVA
Ceredex Value Advisors
Florida
-$29.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
226
Duality Advisers
Florida
$2.63M +$2.43M +13,018 New
Mariner
227
Mariner
Kansas
$2.63M +$30.1K +161 +1%
DT
228
Diversified Trust
Tennessee
$2.63M +$15.5K +83 +0.6%
TSW
229
Thompson Siegel & Walmsley
Virginia
$2.61M -$187K -1,000 -7%
SFCL
230
Strengthening Families & Communities LLC
Massachusetts
$2.49M +$121K +646 +6%
B
231
Bailard
California
$2.47M +$56K +300 +3%
AI
232
Atria Investments
North Carolina
$2.44M -$151K -810 -6%
CSPIA
233
Cary Street Partners Investment Advisory
Virginia
$2.43M -$122K -652 -5%
SLI
234
Sumitomo Life Insurance
Japan
$2.42M -$72.3K -387 -3%
AAM
235
Advisors Asset Management
Colorado
$2.41M -$270K -1,447 -11%
PAG
236
Private Advisor Group
New Jersey
$2.39M +$94.3K +505 +4%
JC
237
JB Capital
Connecticut
$2.39M -$1.36M -7,285 -38%
HSA
238
HBK Sorce Advisory
Pennsylvania
$2.39M -$77.7K -416 -3%
DILIC
239
Dai-ichi Life Insurance Company
Japan
$2.38M -$187K -1,000 -8%
MYIA
240
Mount Yale Investment Advisors
Colorado
$2.38M -$22.6K -121 -1%
DIA
241
Dean Investment Associates
Ohio
$2.38M +$319K +1,705 +17%
Qube Research & Technologies (QRT)
242
Qube Research & Technologies (QRT)
United Kingdom
$2.37M +$2.19M +11,735 New
PIM
243
Penobscot Investment Management
Massachusetts
$2.33M -$200K -1,070 -8%
NYLIM
244
New York Life Investment Management
New York
$2.3M -$16.3K -87 -0.8%
Wealth Enhancement Advisory Services
245
Wealth Enhancement Advisory Services
Minnesota
$2.29M -$308K -1,646 -13%
CAM
246
Cresset Asset Management
Illinois
$2.27M -$359K -1,921 -15%
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$2.27M -$105K -560 -5%
YCM
248
Yousif Capital Management
Michigan
$2.26M -$101K -541 -5%
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$2.21M +$643K +3,440 +46%
Creative Planning
250
Creative Planning
Kansas
$2.2M +$293K +1,566 +17%
8 9
10
11 12

AVY Hedge Fund Activity: Q4 2023 in Review

733 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2023, worth a combined $15.6B — up 12% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AVY positions and 60 closed out — a net gain of 51 holders — while 232 added to existing stakes and 262 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $331M. The largest seller was Victory Capital Management, cutting an estimated $62M.

  • 733 institutional investors held Avery Dennison (AVY) as of Q4 2023, up from 692 in Q3 2023.
  • Funds reported $15.6B of Avery Dennison stock for Q4 2023, up 12% quarter-over-quarter.
  • 111 funds opened new Avery Dennison positions in Q4 2023 and 60 closed out, a net change of +51 holders.
  • The largest Avery Dennison buyer in Q4 2023 was Morgan Stanley, an estimated $331M added.
  • The largest Avery Dennison seller in Q4 2023 was Victory Capital Management, an estimated $62M sold.

Based on aggregated 13F filings for Q4 2023.