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Avery Dennison

707 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, 238 increasing their positions, 254 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

2% more funds holding

Funds holding: 691707 (+16)

0.28% more ownership

Funds ownership: 91.76%92.04% (+0.28%)

0% more capital invested

Capital invested by funds: $13.3B → $13.3B (+$13.6M)

6% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 254

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

72% less call options, than puts

Call options by funds: $8M | Put options by funds: $28.8M

Holders
707
Holders Change
+16
Holders Change %
+2.32%
% of All Funds
11.27%
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
238
Reduced
254
Closed
53
Calls
$8M
Puts
$28.8M
Net Calls
-$20.8M
Net Calls Change
+$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Profund Advisors
Maryland
$381K +$387K +2,131 New
BTI
452
Blue Trust Inc
Georgia
$381K +$22.9K +126 +6%
CFG
453
Citizens Financial Group
Rhode Island
$376K +$2.36K +13 +0.6%
FIM
454
Fruth Investment Management
Texas
$375K -$18.2K -100 -5%
Brown Advisory
455
Brown Advisory
Maryland
$365K -$9.26K -51 -2%
MGIA
456
Moneta Group Investment Advisors
Missouri
$364K +$39.4K +217 +12%
AIM
457
Athena Investment Management
California
$363K -$6.36K -35 -2%
BOSSRA
458
B.O.S.S. Retirement Advisors
Utah
$359K +$110K +604 +43%
ESB
459
Essex Savings Bank
Connecticut
$358K
RPC
460
Rossmore Private Capital
Connecticut
$358K
SP
461
Symmetry Partners
Connecticut
$354K
PFS
462
Prospera Financial Services
Texas
$340K -$10.2K -56 -3%
IC
463
IEQ Capital
California
$340K +$80.1K +441 +30%
VAS
464
Vestmark Advisory Solutions
Massachusetts
$337K -$40.9K -225 -11%
FFA
465
Fragasso Financial Advisors
Pennsylvania
$335K +$340K +1,871 New
PIA
466
Powell Investment Advisors
Florida
$332K
LSA
467
Leonteq Securities AG
Switzerland
$331K +$18.7K +103 +6%
AA
468
ALPS Advisors
Colorado
$330K +$24K +132 +8%
SC
469
Savant Capital
Illinois
$330K +$10.5K +58 +3%
V
470
Veritable
Delaware
$326K -$2.36K -13 -0.7%
AWS
471
Atria Wealth Solutions
New York
$326K -$363 -2 -0.1%
AIMCA
472
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$322K +$327K +1,800 New
KA
473
Kintegral Advisory
New York
$316K -$17.3K -95 -5%
EAM
474
Erste Asset Management
Austria
$313K -$291K -1,600 -47%
PIP
475
Peachtree Investment Partners
Florida
$313K

AVY Hedge Fund Activity: Q1 2023 in Review

707 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q1 2023, worth a combined $13.3B — up 0.1% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AVY positions and 53 closed out — a net gain of 25 holders — while 238 added to existing stakes and 254 trimmed.

The largest buyer was Ameriprise, adding an estimated $102M. The largest seller was Bain Capital Public Equity Management II, cutting an estimated $79.6M.

  • 707 institutional investors held Avery Dennison (AVY) as of Q1 2023, up from 691 in Q4 2022.
  • Funds reported $13.3B of Avery Dennison stock for Q1 2023, up 0.1% quarter-over-quarter.
  • 78 funds opened new Avery Dennison positions in Q1 2023 and 53 closed out, a net change of +25 holders.
  • The largest Avery Dennison buyer in Q1 2023 was Ameriprise, an estimated $102M added.
  • The largest Avery Dennison seller in Q1 2023 was Bain Capital Public Equity Management II, an estimated $79.6M sold.

Based on aggregated 13F filings for Q1 2023.