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Avery Dennison

797 hedge funds and large institutions have $14B invested in Avery Dennison in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 264 increasing their positions, 284 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

0.17% more ownership

Funds ownership: 92.89%93.06% (+0.17%)

1% less funds holding

Funds holding: 803797 (-6)

7% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 284

15% less capital invested

Capital invested by funds: $16.5B → $14B (-$2.51B)

86% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $86.3M

Holders
797
Holders Change
-6
Holders Change %
-0.75%
% of All Funds
10.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
118
Increased
264
Reduced
284
Closed
106
Calls
$11.9M
Puts
$86.3M
Net Calls
-$74.4M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
301
Valley National Advisers
Pennsylvania
$1.61M +$49.6K +243 +3%
TAF
302
Tredje AP-fonden
Sweden
$1.61M -$1.76M -8,603 -50%
GLF
303
Groupe la Francaise
France
$1.61M +$1.74M +8,539 New
MFS
304
Mattson Financial Services
Michigan
$1.61M +$183K +898 +14%
VCM
305
Vivaldi Capital Management
Illinois
$1.58M +$1.65M +8,067 New
AAS
306
Avantax Advisory Services
Texas
$1.58M +$115K +565 +7%
PA
307
Pinnacle Associates
New York
$1.56M
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$1.53M +$86.5K +424 +5%
DCM
309
Dean Capital Management
Kansas
$1.49M +$19.2K +94 +1%
DIA
310
Dana Investment Advisors
Wisconsin
$1.48M +$122K +599 +8%
Luther King Capital Management (LKCM)
311
Luther King Capital Management (LKCM)
Texas
$1.47M -$40.8K -200 -2%
F8IS
312
Figure 8 Investment Strategies
Idaho
$1.46M +$1.59M +7,806 New
RMC
313
Resources Management Corp
Connecticut
$1.46M +$89.6K +439 +6%
EHWM
314
Eads & Heald Wealth Management
Georgia
$1.45M
MSU
315
Mizuho Securities USA
New York
$1.42M +$489K +2,394 +46%
MGP
316
Metis Global Partners
California
$1.42M +$60.8K +298 +4%
VPIM
317
Vanguard Personalized Indexing Management
California
$1.4M +$147K +720 +11%
SCM
318
Sone Capital Management
New York
$1.4M +$1.53M +7,488 New
ADMI
319
Albert D. Mason Inc
Massachusetts
$1.39M +$15.3K +75 +1%
P
320
&Partners
Tennessee
$1.36M +$495K +2,424 +49%
PTC
321
Private Trust Company
Ohio
$1.35M +$25.9K +127 +2%
ZIG
322
Zurich Insurance Group
Switzerland
$1.35M
FDCDDQ
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.34M -$294K -1,443 -17%
HFS
324
Hantz Financial Services
Michigan
$1.34M -$8.23M -40,329 -85%
CCG
325
Cypress Capital Group
Florida
$1.33M -$210K -1,031 -13%

AVY Hedge Fund Activity: Q4 2024 in Review

797 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2024, worth a combined $14B — down 15% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AVY positions and 106 closed out — a net gain of 12 holders — while 264 added to existing stakes and 284 trimmed.

The largest buyer was Ameriprise, adding an estimated $51.1M. The largest seller was Fidelity Investments, cutting an estimated $73.8M.

  • 797 institutional investors held Avery Dennison (AVY) as of Q4 2024, down from 803 in Q3 2024.
  • Funds reported $14B of Avery Dennison stock for Q4 2024, down 15% quarter-over-quarter.
  • 118 funds opened new Avery Dennison positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Avery Dennison buyer in Q4 2024 was Ameriprise, an estimated $51.1M added.
  • The largest Avery Dennison seller in Q4 2024 was Fidelity Investments, an estimated $73.8M sold.

Based on aggregated 13F filings for Q4 2024.