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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
RWA
401
River Wealth Advisors
Pennsylvania
$703K
PFA
402
Pure Financial Advisors
California
$694K -$24.7K -121 -3%
NG
403
Norden Group
Utah
$688K -$546K -2,676 -42%
HNB
404
Huntington National Bank
Ohio
$681K +$62.9K +308 +9%
SC
405
Savant Capital
Illinois
$680K +$17.6K +86 +2%
GDP
406
Great Diamond Partners
Maine
$660K +$29.4K +144 +4%
UF
407
Univest Financial
Pennsylvania
$651K +$3.06K +15 +0.4%
SIA
408
Schechter Investment Advisors
Michigan
$646K -$34.7K -170 -5%
RP
409
Riverwater Partners
Wisconsin
$642K
WJWM
410
Williams Jones Wealth Management
New York
$642K +$81.6K +400 +13%
BA
411
Bridgewater Associates
Connecticut
$641K -$2.66M -13,013 -79%
KWM
412
Kingsview Wealth Management
Oregon
$640K -$15.5K -76 -2%
OAC
413
OMERS Administration Corp
Ontario, Canada
$630K +$117K +572 +20%
BC
414
Broadwater Capital
Massachusetts
$629K
AWAU
415
Alliance Wealth Advisors (Utah)
Utah
$619K -$242K -1,187 -26%
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
$617K -$2.04K -10 -0.3%
SRL
417
Scientech Research LLC
New Jersey
$612K +$173K +850 +35%
RBI
418
Raiffeisen Bank International
Austria
$611K +$666K +3,262 New
KIA
419
Knollwood Investment Advisory
Maryland
$610K
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$607K +$51.8K +254 +9%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$604K -$18.4K -90 -3%
FT
422
Fiduciary Trust
Massachusetts
$603K +$1.22K +6 +0.2%
CI Investments Inc
423
CI Investments Inc
Ontario, Canada
$600K +$350K +1,714 +115%
BCM
424
Bayesian Capital Management
New York
$600K +$654K +3,205 New
EOJOAM
425
E. Ohman J:or Asset Management
Sweden
$599K

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.