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Avery Dennison

565 hedge funds and large institutions have $8.42B invested in Avery Dennison in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 215 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 57

28% more capital invested

Capital invested by funds: $6.58B → $8.42B (+$1.84B)

4.06% more ownership

Funds ownership: 85.47%89.53% (+4.1%)

2% more funds holding

Funds holding: 552565 (+13)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

22% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 215

46% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $4.87M

Holders
565
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
12.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
77
Increased
168
Reduced
215
Closed
57
Calls
$2.61M
Puts
$4.87M
Net Calls
-$2.26M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$353K
AP
377
Advisor Partners
California
$352K -$9.19K -89 -3%
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$351K +$170K +1,650 +9,167%
KLWA
379
Kelly Lawrence W & Associates
California
$350K
FBC
380
Fairfield, Bush & Co
Connecticut
$339K
AIM
381
Axiom Investment Management
New York
$338K -$57.7K -559 -16%
MFG
382
Monte Financial Group
Connecticut
$335K +$52.2K +505 +21%
ACA
383
Atlas Capital Advisors
Wyoming
$324K
FT
384
Fiduciary Trust
Massachusetts
$315K -$207 -2 -0.1%
AOWM
385
Alpha Omega Wealth Management
Virginia
$309K
FIM
386
Fruth Investment Management
Texas
$305K
Wealthfront Advisers
387
Wealthfront Advisers
California
$304K +$278K +2,690 New
GIA
388
Granite Investment Advisors
New Hampshire
$299K
RJT
389
Raymond James Trust
Florida
$293K -$10.5K -102 -4%
CNBT
390
Canandaigua National Bank & Trust
New York
$291K -$28.1K -272 -10%
UCFA
391
United Capital Financial Advisors
Texas
$288K +$263K +2,548 New
CI
392
Cigna Investments
Connecticut
$286K -$10.3K -100 -4%
CP
393
Covenant Partners
Tennessee
$286K +$261K +2,529 New
SLAM
394
Swiss Life Asset Management
$286K +$261K +2,528 New
PAG
395
Private Advisor Group
New Jersey
$283K +$258K +2,497 New
CFG
396
Citizens Financial Group
Rhode Island
$282K -$134K -1,298 -34%
AII
397
AGF Investments Inc
Ontario, Canada
$278K +$15K +145 +6%
TA
398
Tiedemann Advisors
New York
$278K +$21.6K +209 +9%
HI
399
Horizon Investments
North Carolina
$271K +$248K +2,397 New
FAAS
400
First Allied Advisory Services
California
$267K +$7.95K +77 +3%