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Avery Dennison
AVY

Overview Fund Activity

767 hedge funds and large institutions have $16.5B invested in Avery Dennison in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 234 increasing their positions, 278 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+40
Holders Change %
+5.5%
% of All Funds
11.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
98
Increased
234
Reduced
278
Closed
54
Calls
$20M
Puts
$19.5M
Net Calls
+$536K
Net Calls Change
+$70.8M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$73.3M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$426M
3
Jennison Associates
3
Jennison Associates
New York
$44.8M
4
Invesco
4
Invesco
Georgia
$254M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$39.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$431M
2
Cerity Partners
2
Cerity Partners
New York
$21.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$290M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.4M
5
Swedbank
5
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
476
Legacy Capital Wealth Partners
Arkansas
$410K +$410K +2,303 New
MW
477
Marcum Wealth
Ohio
$409K +$409K +1,833 New
RPC
478
Rossmore Private Capital
Connecticut
$409K – – –
LWM
479
Lakeridge Wealth Management
Ohio
$406K +$1.56K +7 +0.4%
AIMCA
480
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$402K – – –
IAA
481
Independent Advisor Alliance
North Carolina
$396K -$6.47K -29 -2%
PFP
482
Pinnacle Financial Partners
Tennessee
$394K +$25.2K +113 +7%
ASN
483
Advisory Services Network
Georgia
$392K -$1.33M -5,962 -77%
ESB
484
Essex Savings Bank
Connecticut
$391K – – –
KA
485
Kintegral Advisory
New York
$390K -$1.12K -5 -0.3%
DAS
486
Diversify Advisory Services
Utah
$388K +$388K +1,735 New
WPW
487
Waldron Private Wealth
Pennsylvania
$388K +$223 +1 +0.1%
CIC
488
Carnegie Investment Counsel
Ohio
$383K – – –
PIA
489
Powell Investment Advisors
Florida
$380K – – –
VI
490
Vestcor Inc
New Brunswick, Canada
$379K -$174K -780 -32%
TA
491
Tectonic Advisors
Texas
$373K +$54K +242 +17%
OAM
492
Ostrum Asset Management
France
$372K – – –
Lido Advisors
493
Lido Advisors
California
$371K +$52K +233 +16%
VAS
494
Vestmark Advisory Solutions
Massachusetts
$370K +$113K +507 +44%
PIM
495
Plato Investment Management
Australia
$368K +$366K +1,641 +18,233%
FFA
496
Fragasso Financial Advisors
Pennsylvania
$368K +$2.01K +9 +0.5%
RT
497
Rockland Trust
Massachusetts
$365K -$11.4K -51 -3%
CIA
498
Compass Ion Advisors
Pennsylvania
$362K -$469K -2,100 -56%
FSA
499
Franklin Street Advisors
North Carolina
$361K – – –
AA
500
Addison Advisors
Vermont
$357K +$134K +600 +60%
18 19
20
21 22