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Avery Dennison

803 hedge funds and large institutions have $16.5B invested in Avery Dennison in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 277 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 80

1% more funds holding

Funds holding: 794803 (+9)

1% more capital invested

Capital invested by funds: $16.3B → $16.5B (+$230M)

0.5% more ownership

Funds ownership: 92.39%92.89% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 277

84% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $104M

Holders
803
Holders Change
+9
Holders Change %
+1.13%
% of All Funds
11.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
277
Reduced
277
Closed
80
Calls
$16.1M
Puts
$104M
Net Calls
-$87.8M
Net Calls Change
-$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
426
Aviva
United Kingdom
$683K -$10.6K -49 -2%
ACIM
427
Azimuth Capital Investment Management
Michigan
$670K
WJWM
428
Williams Jones Wealth Management
New York
$669K -$21.6K -100 -3%
OAM
429
Oppenheimer Asset Management
New York
$669K -$1.56M -7,229 -70%
NW
430
NewEdge Wealth
Pennsylvania
$664K +$127K +587 +24%
BFO
431
Boston Family Office
Massachusetts
$662K
RCM
432
Radnor Capital Management
Pennsylvania
$662K
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$660K -$108K -499 -14%
SGWM
434
Sterling Group Wealth Management
California
$655K
HFAS
435
Hummer Financial Advisory Services
Illinois
$642K
VAS
436
Vestmark Advisory Solutions
Massachusetts
$627K +$102K +474 +20%
IGAM
437
iA Global Asset Management
Quebec, Canada
$625K +$611K +2,829 New
EF
438
Empirical Finance
Pennsylvania
$623K +$11.9K +55 +2%
OAC
439
OMERS Administration Corp
Ontario, Canada
$617K
NRD
440
Nebula Research & Development
New York
$599K +$586K +2,713 New
IB
441
Intrust Bank
Kansas
$598K +$11.4K +53 +2%
WT
442
Whittier Trust
California
$590K +$1.3K +6 +0.2%
NMIMC
443
Northwestern Mutual Investment Management Company
Wisconsin
$564K -$2.38K -11 -0.4%
BTI
444
Blue Trust Inc
Georgia
$562K -$87.7K -406 -14%
V
445
ViaWealth
Kansas
$554K
UCFA
446
United Capital Financial Advisors
Texas
$553K -$19.6K -91 -4%
CWM
447
Connecticut Wealth Management
Connecticut
$552K -$648 -3 -0.1%
KLWA
448
Kelly Lawrence W & Associates
California
$552K
STA
449
Summit Trail Advisors
New York
$544K -$218K -1,011 -29%
SRL
450
Scientech Research LLC
New Jersey
$534K +$522K +2,418 New

AVY Hedge Fund Activity: Q3 2024 in Review

803 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q3 2024, worth a combined $16.5B — up 1.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AVY positions and 80 closed out — a net gain of 17 holders — while 277 added to existing stakes and 277 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $99.9M. The largest seller was Truist Financial, cutting an estimated $153M.

  • 803 institutional investors held Avery Dennison (AVY) as of Q3 2024, up from 794 in Q2 2024.
  • Funds reported $16.5B of Avery Dennison stock for Q3 2024, up 1.4% quarter-over-quarter.
  • 97 funds opened new Avery Dennison positions in Q3 2024 and 80 closed out, a net change of +17 holders.
  • The largest Avery Dennison buyer in Q3 2024 was Morgan Stanley, an estimated $99.9M added.
  • The largest Avery Dennison seller in Q3 2024 was Truist Financial, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.