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Avery Dennison

581 hedge funds and large institutions have $8.66B invested in Avery Dennison in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 175 increasing their positions, 209 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

16% more capital invested

Capital invested by funds: $7.46B → $8.66B (+$1.2B)

14% more funds holding

Funds holding: 508581 (+73)

9% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $15.3M

0.1% more ownership

Funds ownership: 85.78%85.88% (+0.1%)

16% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 209

Holders
581
Holders Change
+73
Holders Change %
+14.37%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
110
Increased
175
Reduced
209
Closed
33
Calls
$16.7M
Puts
$15.3M
Net Calls
+$1.39M
Net Calls Change
+$57K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
451
Bray Capital Advisors
Florida
$225K +$212K +1,962 New
AIP
452
Ameritas Investment Partners
Nebraska
$224K -$18.7K -173 -8%
WT
453
Whittier Trust
California
$223K
SLA
454
Silver Lake Advisory
Utah
$218K +$205K +1,900 New
Squarepoint
455
Squarepoint
New York
$218K +$205K +1,900 New
CS
456
Cannell & Spears
New York
$216K +$204K +1,884 New
CS
457
Comerica Securities
Michigan
$215K +$202K +1,871 New
CSIC
458
Clifford Swan Investment Counsel
California
$214K +$201K +1,859 New
ST
459
Smithfield Trust
Pennsylvania
$213K -$16.1K -149 -7%
WAM
460
Wealthspire Advisors (Maryland)
Maryland
$211K +$7.03K +65 +4%
RCM
461
Radnor Capital Management
Pennsylvania
$207K +$195K +1,800 New
MIC
462
Meridian Investment Counsel
California
$206K +$193K +1,790 New
BOS
463
Bank of Stockton
California
$206K +$195K +1,800 New
UF
464
Univest Financial
Pennsylvania
$205K +$193K +1,786 New
V
465
Veritable
Delaware
$200K -$112K -1,037 -37%
APA
466
American Portfolios Advisors
New York
$199K +$187K +1,733 New
SC
467
SRB Corp
Massachusetts
$198K -$19.9K -184 -10%
HAM
468
Highstreet Asset Management
Ontario, Canada
$195K -$291K -2,694 -61%
IDBONY
469
Israel Discount Bank of New York
New York
$195K -$11.9K -110 -6%
TG
470
TLP Group
Illinois
$193K +$182K +1,681 New
FWM
471
Focused Wealth Management
New York
$184K +$173K +1,600 New
BFEC
472
Benjamin F. Edwards & Company
Missouri
$181K -$35.1K -325 -17%
WOC
473
West Oak Capital
California
$172K +$86.5K +800 +114%
FANJ
474
Financial Architects (New Jersey)
New Jersey
$166K -$44.3K -410 -22%
LS
475
Livforsakringsbolaget Skandia
Sweden
$149K -$43.2K -400 -24%

AVY Hedge Fund Activity: Q4 2017 in Review

581 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2017, worth a combined $8.66B — up 16% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AVY positions and 33 closed out — a net gain of 77 holders — while 175 added to existing stakes and 209 trimmed.

The largest buyer was APG Asset Management, adding an estimated $68.9M. The largest seller was Jupiter Investment Management, exiting entirely with an estimated $70.2M sold.

  • 581 institutional investors held Avery Dennison (AVY) as of Q4 2017, up from 508 in Q3 2017.
  • Funds reported $8.66B of Avery Dennison stock for Q4 2017, up 16% quarter-over-quarter.
  • 110 funds opened new Avery Dennison positions in Q4 2017 and 33 closed out, a net change of +77 holders.
  • The largest Avery Dennison buyer in Q4 2017 was APG Asset Management, an estimated $68.9M added.
  • The largest Avery Dennison seller in Q4 2017 was Jupiter Investment Management, an estimated $70.2M sold.

Based on aggregated 13F filings for Q4 2017.