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Avery Dennison

554 hedge funds and large institutions have $9.6B invested in Avery Dennison in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 184 increasing their positions, 202 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $9.13M | Put options by funds: $4.56M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more capital invested

Capital invested by funds: $8.5B → $9.6B (+$1.1B)

0.59% more ownership

Funds ownership: 89.48%90.08% (+0.59%)

9% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 202

2% less funds holding

Funds holding: 567554 (-13)

13% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 77

Holders
554
Holders Change
-13
Holders Change %
-2.29%
% of All Funds
11.18%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
67
Increased
184
Reduced
202
Closed
77
Calls
$9.13M
Puts
$4.56M
Net Calls
+$4.58M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
326
Sowell Financial Services
Arkansas
$609K -$25.7K -218 -4%
SS
327
Simplicity Solutions
Minnesota
$599K +$53.7K +455 +11%
WA
328
Wealth Alliance
New York
$596K +$34.6K +293 +7%
MAM
329
Meeder Asset Management
Ohio
$584K +$5.43K +46 +1%
BSW
330
Buckingham Strategic Wealth
Missouri
$581K +$536K +4,544 New
DCM
331
Donaldson Capital Management
Indiana
$565K +$45.7K +387 +10%
ANTB
332
AMG National Trust Bank
Colorado
$562K
SIM
333
Sentry Investment Management
Wisconsin
$550K +$508K +4,301 New
MML Investors Services
334
MML Investors Services
Massachusetts
$549K -$125K -1,057 -20%
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$543K +$43.9K +372 +10%
BWAM
336
Boyd Watterson Asset Management
Ohio
$543K +$102K +861 +25%
LSERS
337
Louisiana State Employees Retirement System
Louisiana
$537K +$70.8K +600 +17%
KFA
338
Kelleher Financial Advisors
New York
$533K +$7.91K +67 +2%
TRCT
339
Tower Research Capital (TRC)
New York
$530K +$181K +1,531 +59%
SCM
340
Stonebridge Capital Management
California
$522K -$11.8K -100 -2%
NMIMC
341
Northwestern Mutual Investment Management Company
Wisconsin
$522K
BCI
342
Brinker Capital Investments
Pennsylvania
$518K +$478K +4,051 New
RWA
343
River Wealth Advisors
Pennsylvania
$514K +$171K +1,448 +56%
BC
344
Burney Company
Virginia
$513K -$17.7K -150 -4%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$506K +$40.5K +343 +9%
WCAMG
346
Woodard & Company Asset Management Group
North Carolina
$504K
KLWA
347
Kelly Lawrence W & Associates
California
$485K
MCM
348
Manchester Capital Management
Vermont
$466K +$354 +3 +0.1%
HNB
349
Huntington National Bank
Ohio
$453K +$2.83K +24 +0.7%
BFO
350
Boston Family Office
Massachusetts
$436K