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Avery Dennison
AVY

Overview Fund Activity

703 hedge funds and large institutions have $13.3B invested in Avery Dennison in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 236 increasing their positions, 253 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+16
Holders Change %
+2.33%
% of All Funds
11.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
78
Increased
236
Reduced
253
Closed
53
Calls
$8M
Puts
$28.8M
Net Calls
-$20.8M
Net Calls Change
+$64.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$101M
2
CVA
Ceredex Value Advisors
Florida
+$95.8M
3
Truist Financial
Truist Financial
North Carolina
+$47.2M
4
Swedbank
Swedbank
Sweden
+$44.7M
5
SCM
Scopia Capital Management
New York
+$31.6M

Top Sellers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$78.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$69.6M
3
Lazard Asset Management
Lazard Asset Management
New York
-$66.8M
4
APG Asset Management
APG Asset Management
Netherlands
-$50.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
401
Fairfield, Bush & Co
Connecticut
$537K +$537K +3,000 New
AIM
402
Aigen Investment Management
New York
$530K +$895 +5 +0.2%
BTWM
403
Baker Tilly Wealth Management
Wisconsin
$528K +$23.4K +131 +5%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$524K -$12.5K -70 -2%
HFAS
405
Hummer Financial Advisory Services
Illinois
$521K +$22.4K +125 +4%
APG Asset Management
406
APG Asset Management
Netherlands
$517K -$50.8M -308,554 -99%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$515K -$5.54K -31 -1%
HCM
408
Howland Capital Management
Massachusetts
$507K -$97.2K -543 -16%
OAM
409
Ostrum Asset Management
France
$506K +$506K +2,830 New
CSPAM
410
Cary Street Partners Asset Management
Virginia
$500K -$4.47K -25 -0.9%
AWM
411
Avior Wealth Management
Nebraska
$500K – – –
OWA
412
Outlook Wealth Advisors
Texas
$488K +$716 +4 +0.1%
TPWM
413
Twelve Points Wealth Management
Massachusetts
$488K +$112K +627 +30%
ACM
414
Argyle Capital Management
Pennsylvania
$474K – – –
FT
415
Fiduciary Trust
Massachusetts
$473K – – –
AAS
416
Avantax Advisory Services
Texas
$473K +$473K +2,642 New
BMSSC
417
B. Metzler seel. Sohn & Co
Germany
$469K +$215K +1,200 +84%
NMIMC
418
Northwestern Mutual Investment Management Company
Wisconsin
$456K +$1.43K +8 +0.3%
VI
419
Vestcor Inc
New Brunswick, Canada
$450K – – –
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$447K +$1.79K +10 +0.4%
SGI
421
Summit Global Investments
Utah
$447K +$38.5K +215 +9%
CG
422
Clifford Group
Massachusetts
$440K +$26.1K +146 +6%
LWMM
423
Legacy Wealth Management (Mississippi)
Mississippi
$439K – – –
ACA
424
Atlas Capital Advisors
Wyoming
$438K – – –
HWAM
425
Hennion & Walsh Asset Management
New Jersey
$436K -$211K -1,180 -33%
15 16
17
18 19