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Avery Dennison

565 hedge funds and large institutions have $8.42B invested in Avery Dennison in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 215 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 57

28% more capital invested

Capital invested by funds: $6.58B → $8.42B (+$1.84B)

4.06% more ownership

Funds ownership: 85.47%89.53% (+4.1%)

2% more funds holding

Funds holding: 552565 (+13)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

22% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 215

46% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $4.87M

Holders
565
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
12.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
77
Increased
168
Reduced
215
Closed
57
Calls
$2.61M
Puts
$4.87M
Net Calls
-$2.26M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
501
Orrstown Financial Services
Pennsylvania
$25K
MFBTD
502
MB Financial Bank - Trust Department
Illinois
$24K
PO
503
Private Ocean
California
$24K +$22.2K +215 New
CBT
504
Capital Bank & Trust
California
$23K
VNA
505
Valley National Advisers
Pennsylvania
$23K
LFG
506
LifePlan Financial Group
Ohio
$23K +$20.7K +200 New
ACA
507
Anchor Capital Advisors
Massachusetts
$21.9K -$268K -2,595 -1%
SWM
508
SeaCrest Wealth Management
New York
$21K -$5.37K -52 -22%
AQA
509
Alpha Quant Advisors
Texas
$20K +$2.69K +26 +17%
VCM
510
Versant Capital Management
Arizona
$19K
LC
511
Lindbrook Capital
California
$19K +$4.65K +45 +35%
CAM
512
Cresset Asset Management
Illinois
$16K +$826 +8 +6%
QT
513
Quantamental Technologies
New York
$16K +$14.9K +144 New
EWM
514
Executive Wealth Management
Michigan
$14K -$620 -6 -5%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$13K +$8.47K +82 +241%
SIAS
516
Shine Investment Advisory Services
Colorado
$11K -$14.6K -141 -60%
BFC
517
Bedel Financial Consulting
Indiana
$11K
GAM
518
Gemmer Asset Management
California
$11K
ONST
519
Old North State Trust
North Carolina
$11K
OIA
520
OneDigital Investment Advisors
Kansas
$11K
OIA
521
Optimum Investment Advisors
Illinois
$11K
WF
522
WealthTrust Fairport
Ohio
$11K
S
523
SignatureFD
Georgia
$11K +$723 +7 +8%
FPFS
524
First Personal Financial Services
North Carolina
$11K +$1.86K +18 +22%
LF
525
Lee Financial
Texas
$10K