We are live on ! Find out more
AVY icon

Avery Dennison
AVY

509 hedge funds and large institutions have $6.85B invested in Avery Dennison in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 157 increasing their positions, 203 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

64% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $2.58M

63% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $6.36B → $6.85B (+$489M)

3% more funds holding

Funds holding: 493 → 509 (+16)

1.31% less ownership

Funds ownership: 88.99% → 87.68% (-1.3%)

23% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 203

Holders
509
Holders Change
+16
Holders Change %
+3.25%
% of All Funds
12.69%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
57
Increased
157
Reduced
203
Closed
35
Calls
$4.23M
Puts
$2.58M
Net Calls
+$1.65M
Net Calls Change
+$5.92M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$77.3M
2
CAM
Congress Asset Management
Massachusetts
+$68.2M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$61.2M
4
Victory Capital Management
Victory Capital Management
Texas
+$28.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$26.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$77.1M
2
Boston Partners
Boston Partners
Massachusetts
-$59.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$40M
4
B
Barings
North Carolina
-$36.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$36.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
476
Horan Securities
United States
$11K – – –
PG
477
Patten Group
Tennessee
$11K – – –
MCIA
478
Mountain Capital Investment Advisors
Colorado
$10K +$9.21K +110 New
CHP
479
Cable Hill Partners
Oregon
$9K – – –
FPFS
480
First Personal Financial Services
North Carolina
$9K – – –
GAM
481
Gemmer Asset Management
California
$9K – – –
VCM
482
Versant Capital Management
Arizona
$9K – – –
ASN
483
Advisory Services Network
Georgia
$9K +$1.09K +13 +14%
TDC
484
Thompson Davis & Co
Virginia
$8K -$335 -4 -4%
RFA
485
Reilly Financial Advisors
California
$8K – – –
TF
486
Tompkins Financial
New York
$8K +$7.12K +85 New
OIA
487
OneDigital Investment Advisors
Kansas
$8K +$7.95K +95 New
SWA
488
Sutton Wealth Advisors
Florida
$6.98K -$167 -2 -2%
NA
489
NewEdge Advisors
Louisiana
$5.49K +$5.02K +60 New
WPA
490
West Paces Advisors
Georgia
$5.3K – – –
IP
491
Intellectus Partners
California
$5K – – –
AAP
492
Arax Advisory Partners
Colorado
$4K – – –
SPIA
493
Steward Partners Investment Advisory
New York
$3K -$1.84K -22 -35%
HT
494
Heritage Trust
Oklahoma
$3K – – –
CMBA
495
C.M. Bidwell & Associates
Hawaii
$3K +$2.68K +32 New
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.93K +35 New
CG
497
Cutler Group
California
$2K -$9.96K -119 -80%
BTIS
498
BB&T Investment Services
North Carolina
$2K -$6.36K -76 -82%
FIB
499
First Interstate Bank
Montana
$2K -$6.11K -73 -78%
MCM
500
MV Capital Management
Maryland
$2K -$2.76K -33 -54%
18 19
20
21 22

AVY Hedge Fund Activity: Q2 2017 in Review

509 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q2 2017, worth a combined $6.85B — up 7.7% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AVY positions and 35 closed out — a net gain of 22 holders — while 157 added to existing stakes and 203 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $77.3M. The largest seller was Bank of Montreal, cutting an estimated $77.1M.

  • 509 institutional investors held Avery Dennison (AVY) as of Q2 2017, up from 493 in Q1 2017.
  • Funds reported $6.85B of Avery Dennison stock for Q2 2017, up 7.7% quarter-over-quarter.
  • 57 funds opened new Avery Dennison positions in Q2 2017 and 35 closed out, a net change of +22 holders.
  • The largest Avery Dennison buyer in Q2 2017 was Principal Financial Group, an estimated $77.3M added.
  • The largest Avery Dennison seller in Q2 2017 was Bank of Montreal, an estimated $77.1M sold.

Based on aggregated 13F filings for Q2 2017.