We are live on ! Find out more
AVY icon

Avery Dennison

803 hedge funds and large institutions have $16.5B invested in Avery Dennison in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 277 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 80

1% more funds holding

Funds holding: 794803 (+9)

1% more capital invested

Capital invested by funds: $16.3B → $16.5B (+$230M)

0.5% more ownership

Funds ownership: 92.39%92.89% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 277

84% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $104M

Holders
803
Holders Change
+9
Holders Change %
+1.13%
% of All Funds
11.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
277
Reduced
277
Closed
80
Calls
$16.1M
Puts
$104M
Net Calls
-$87.8M
Net Calls Change
-$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
251
Strengthening Families & Communities LLC
Massachusetts
$2.88M +$186K +863 +7%
PAG
252
Private Advisor Group
New Jersey
$2.76M +$70.8K +328 +3%
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$2.75M -$399K -1,846 -13%
VanEck Associates
254
VanEck Associates
New York
$2.75M +$283K +1,310 +11%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$2.72M -$91.1K -422 -3%
SLI
256
Sumitomo Life Insurance
Japan
$2.71M +$35K +162 +1%
B
257
Bailard
California
$2.66M -$33K -153 -1%
PD
258
Point72 (DIFC)
United Arab Emirates
$2.66M +$1.55M +7,184 +148%
AAM
259
Advisors Asset Management
Colorado
$2.65M +$289K +1,340 +13%
Creative Planning
260
Creative Planning
Kansas
$2.63M -$170K -789 -6%
HSA
261
HBK Sorce Advisory
Pennsylvania
$2.61M -$14.5K -67 -0.6%
AWM
262
Accurate Wealth Management
Florida
$2.54M +$27.2K +126 +1%
Tudor Investment Corp
263
Tudor Investment Corp
Connecticut
$2.54M +$2.49M +11,524 New
CSPIA
264
Cary Street Partners Investment Advisory
Virginia
$2.44M -$92K -426 -4%
DILIC
265
Dai-ichi Life Insurance Company
Japan
$2.43M
NYLIM
266
New York Life Investment Management
New York
$2.41M -$77.3K -358 -3%
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
$2.41M +$48.6K +225 +2%
CWM
268
CIBC World Markets
New York
$2.4M +$106K +489 +5%
CM
269
Crestline Management
Texas
$2.37M -$7.75M -35,874 -77%
MML Investors Services
270
MML Investors Services
Massachusetts
$2.37M +$397K +1,837 +21%
LOAME
271
Lombard Odier Asset Management (Europe)
United Kingdom
$2.36M +$39.5K +183 +2%
Bank of Nova Scotia
272
Bank of Nova Scotia
Ontario, Canada
$2.28M +$415K +1,921 +23%
LA
273
Lindenwold Advisors
Pennsylvania
$2.27M +$12.7K +59 +0.6%
PIM
274
Penobscot Investment Management
Massachusetts
$2.24M
MYIA
275
Mount Yale Investment Advisors
Colorado
$2.22M -$434K -2,012 -17%

AVY Hedge Fund Activity: Q3 2024 in Review

803 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q3 2024, worth a combined $16.5B — up 1.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AVY positions and 80 closed out — a net gain of 17 holders — while 277 added to existing stakes and 277 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $99.9M. The largest seller was Truist Financial, cutting an estimated $153M.

  • 803 institutional investors held Avery Dennison (AVY) as of Q3 2024, up from 794 in Q2 2024.
  • Funds reported $16.5B of Avery Dennison stock for Q3 2024, up 1.4% quarter-over-quarter.
  • 97 funds opened new Avery Dennison positions in Q3 2024 and 80 closed out, a net change of +17 holders.
  • The largest Avery Dennison buyer in Q3 2024 was Morgan Stanley, an estimated $99.9M added.
  • The largest Avery Dennison seller in Q3 2024 was Truist Financial, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.