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Avery Dennison
AVY

Overview Fund Activity

726 hedge funds and large institutions have $15.5B invested in Avery Dennison in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+40
Holders Change %
+5.83%
% of All Funds
10.65%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
110
Increased
230
Reduced
260
Closed
60
Calls
$20.2M
Puts
$90.5M
Net Calls
-$70.2M
Net Calls Change
-$45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$720M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$53.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$39.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$131M
5
Ameriprise
5
Ameriprise
Minnesota
$566M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$399M
2
Millennium Management
2
Millennium Management
New York
$15.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$32.9M
4
SBH
4
Segall Bryant & Hamill
Illinois
$22.1M
5
CVA
5
Ceredex Value Advisors
Florida
$89.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
451
Oak Thistle LLC
New York
$419K +$102K +506 +32%
BOSSRA
452
B.O.S.S. Retirement Advisors
Utah
$414K -$56.4K -279 -12%
CIS
453
Custom Index Systems
New York
$410K +$410K +2,028 New
SP
454
Symmetry Partners
Connecticut
$408K +$6.7K +33 +2%
Brown Advisory
455
Brown Advisory
Maryland
$406K +$2.22K +11 +0.6%
AIM
456
Athena Investment Management
California
$403K – – –
SAM
457
Seelaus Asset Management
New Jersey
$397K -$47.5K -235 -11%
SGI
458
Summit Global Investments
Utah
$397K -$70.5K -349 -15%
MGIA
459
Moneta Group Investment Advisors
Missouri
$396K +$2.63K +13 +0.7%
PAS
460
Park Avenue Securities
New York
$392K +$18K +89 +5%
ESB
461
Essex Savings Bank
Connecticut
$391K +$20.4K +101 +6%
Balyasny Asset Management
462
Balyasny Asset Management
Illinois
$390K +$390K +1,929 New
CCM
463
Coldstream Capital Management
Washington
$384K +$128K +633 +50%
CG
464
Cutler Group
California
$384K +$384K +1,900 New
BTI
465
Blue Trust Inc
Georgia
$377K +$13.9K +76 +4%
FA
466
FDx Advisors
Illinois
$377K +$18K +89 +5%
FI
467
FJ Investments
Utah
$377K +$377K +1,864 New
TMAM
468
Tokio Marine Asset Management
Japan
$374K +$26.1K +129 +8%
BC
469
Burney Company
Virginia
$373K -$46.9K -232 -11%
IMCOOI
470
Investment Management Corp of Ontario (IMCO)
Canada
$371K +$371K +1,835 New
RPC
471
Rossmore Private Capital
Connecticut
$370K – – –
LWM
472
Lakeridge Wealth Management
Ohio
$366K +$366K +1,813 New
DM
473
Deerfield Management
New York
$365K +$365K +1,805 New
IAA
474
Independent Advisor Alliance
North Carolina
$364K +$4.25K +21 +1%
AIMCA
475
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$364K – – –
17 18
19
20 21