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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
KWM
351
Kingsview Wealth Management
Oregon
$436K
ACM
352
Azimuth Capital Management
Michigan
$426K
IB
353
Intrust Bank
Kansas
$425K -$144K -1,223 -27%
HFAS
354
Hummer Financial Advisory Services
Illinois
$423K +$11.8K +100 +3%
VIA
355
Vident Investment Advisory
Georgia
$417K +$7.2K +61 +2%
AP
356
Advisor Partners
California
$414K -$11.1K -94 -3%
OR
357
Olympiad Research
Connecticut
$410K +$46.1K +391 +14%
II
358
Inspire Investing
Idaho
$406K -$44.7K -379 -11%
HPC
359
Hobart Private Capital
North Carolina
$400K +$32.1K +272 +10%
FMWA
360
Forvis Mazars Wealth Advisors
Missouri
$400K +$27.7K +235 +8%
CIA
361
Capital Investment Advisors
Georgia
$391K +$34.8K +295 +11%
RJT
362
Raymond James Trust
Florida
$387K +$54.9K +465 +18%
DWA
363
Douglass Winthrop Advisors
New York
$384K -$96.8K -820 -21%
FBC
364
Fairfield, Bush & Co
Connecticut
$384K
Los Angeles Capital Management
365
Los Angeles Capital Management
California
$384K
CSS
366
Cubist Systematic Strategies
Connecticut
$381K -$4.17M -35,345 -92%
JMPWA
367
JP Morgan Private Wealth Advisors
California
$380K -$26.9K -228 -7%
FL
368
Fort LP
Maryland
$373K +$16.5K +140 +5%
ACA
369
Atlas Capital Advisors
Wyoming
$367K
OAM
370
Optimal Asset Management
California
$366K -$294K -2,490 -47%
KeyBank National Association
371
KeyBank National Association
Ohio
$365K -$328K -2,777 -49%
GHA
372
GW Henssler & Associates
Georgia
$364K
OWA
373
Outlook Wealth Advisors
Texas
$364K +$14.6K +124 +5%
RCM
374
Radnor Capital Management
Pennsylvania
$358K +$23.6K +200 +8%
CI
375
Cigna Investments
Connecticut
$355K -$193K -1,634 -37%