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Avery Dennison

720 hedge funds and large institutions have $15.8B invested in Avery Dennison in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 246 increasing their positions, 234 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 61

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 680720 (+40)

5% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 234

5% more capital invested

Capital invested by funds: $15.1B → $15.8B (+$702M)

0.41% more ownership

Funds ownership: 88.31%88.72% (+0.41%)

27% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $7.19M

Holders
720
Holders Change
+40
Holders Change %
+5.88%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
110
Increased
246
Reduced
234
Closed
61
Calls
$5.22M
Puts
$7.19M
Net Calls
-$1.97M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
426
Wellington Management Group
Massachusetts
$622K +$614K +2,870 New
IAN
427
Integrated Advisors Network
Texas
$617K +$53.1K +248 +10%
NIMI
428
Natixis Investment Managers International
France
$612K
HCP
429
Hexagon Capital Partners
Arkansas
$593K +$72.7K +340 +14%
CIA
430
Capital Investment Advisors
Georgia
$590K -$17.8K -83 -3%
OWA
431
Outlook Wealth Advisors
Texas
$590K +$14.8K +69 +3%
EAM
432
Erste Asset Management
Austria
$586K +$300K +1,400 +108%
TI
433
Tidal Investments
Wisconsin
$586K +$206K +965 +55%
WJWM
434
Williams Jones Wealth Management
New York
$583K -$4.49K -21 -0.8%
BMSSC
435
B. Metzler seel. Sohn & Co
Germany
$582K -$98.4K -460 -15%
EWM
436
Empirical Wealth Management
Washington
$580K -$225K -1,053 -28%
MWA
437
Motive Wealth Advisors
Michigan
$571K -$263K -1,227 -32%
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$571K +$12K +56 +2%
IB
439
Intrust Bank
Kansas
$570K -$37K -173 -6%
LOAMS
440
Lombard Odier Asset Management (Switzerland)
Switzerland
$570K +$563K +2,633 New
HCM
441
Howland Capital Management
Massachusetts
$564K -$1.08M -5,044 -66%
CW
442
CreativeOne Wealth
Kansas
$563K +$76.2K +356 +16%
BWAM
443
Boyd Watterson Asset Management
Ohio
$543K
LWMM
444
Legacy Wealth Management (Mississippi)
Mississippi
$532K
ACA
445
Atlas Capital Advisors
Wyoming
$532K
RC
446
RegentAtlantic Capital
New Jersey
$531K -$125K -582 -19%
MIAS
447
Mason Investment Advisory Services
Virginia
$515K +$509K +2,379 New
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$509K +$503K +2,351 New
CHC
449
City Holding Co
West Virginia
$506K +$319K +1,493 +109%
AWA
450
Alaska Wealth Advisors
Alaska
$498K +$492K +2,300 New

AVY Hedge Fund Activity: Q4 2021 in Review

720 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2021, worth a combined $15.8B — up 4.6% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AVY positions and 61 closed out — a net gain of 49 holders — while 246 added to existing stakes and 234 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $103M. The largest seller was Select Equity Group, cutting an estimated $258M.

  • 720 institutional investors held Avery Dennison (AVY) as of Q4 2021, up from 680 in Q3 2021.
  • Funds reported $15.8B of Avery Dennison stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 110 funds opened new Avery Dennison positions in Q4 2021 and 61 closed out, a net change of +49 holders.
  • The largest Avery Dennison buyer in Q4 2021 was Lord, Abbett & Co, an estimated $103M added.
  • The largest Avery Dennison seller in Q4 2021 was Select Equity Group, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2021.