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Avery Dennison
AVY

Overview Fund Activity

687 hedge funds and large institutions have $13.3B invested in Avery Dennison in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 228 increasing their positions, 225 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+21
Holders Change %
+3.15%
% of All Funds
11.08%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
94
Increased
228
Reduced
225
Closed
61
Calls
$12.8M
Puts
$97.9M
Net Calls
-$85.1M
Net Calls Change
-$69.6M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$149M
2
CAM
Congress Asset Management
Massachusetts
$105M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$100M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$64.4M
5
Morgan Stanley
Morgan Stanley
New York
$155M

Top Sellers

1
Millennium Management
Millennium Management
New York
$58.5M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$48.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$219M
4
Man Group
Man Group
United Kingdom
$16.4M
5
Amundi
Amundi
France
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
501
YorkBridge Wealth Partners
New York
$256K +$256K +1,416 New
BOSSRA
502
B.O.S.S. Retirement Advisors
Utah
$255K +$255K +1,405 New
TMAM
503
Tokio Marine Asset Management
Japan
$254K – – –
BWAM
504
Boyd Watterson Asset Management
Ohio
$252K -$34.4K -190 -12%
LWAM
505
Legacy Wealth Asset Management
Minnesota
$252K +$252K +1,390 New
AC
506
Avestar Capital
New York
$251K -$27.2K -150 -10%
CCM
507
Coldstream Capital Management
Washington
$251K +$251K +1,389 New
CNC
508
Canandaigua National Corp
New York
$251K +$251K +1,385 New
MCM
509
MAI Capital Management
Ohio
$249K +$249K +1,377 New
LA
510
Lifeworks Advisors
Michigan
$249K – – –
IIM
511
Ipswich Investment Management
Massachusetts
$247K +$247K +1,365 New
BF
512
BOK Financial
Oklahoma
$246K -$14.1K -78 -5%
FLPIM
513
F.L. Putnam Investment Management
Massachusetts
$243K +$543 +3 +0.2%
MF
514
Meridian Financial
Massachusetts
$241K – – –
CCA
515
Checchi Capital Advisers
California
$237K -$5.25K -29 -2%
WG
516
Winton Group
United Kingdom
$233K +$233K +1,285 New
CA
517
Cetera Advisors
Colorado
$232K +$232K +1,284 New
SEC
518
Seven Eight Capital
New York
$219K +$219K +1,208 New
BWM
519
Buckley Wealth Management
Nevada
$217K -$9.96K -55 -4%
WP
520
WMS Partners
Maryland
$214K +$214K +1,180 New
BFG
521
Bleakley Financial Group
New Jersey
$211K +$211K +1,168 New
SIA
522
Sit Investment Associates
Minnesota
$211K -$21.7K -120 -9%
PFA
523
Pathway Financial Advisors
Vermont
$209K +$209K +1,156 New
RWPA
524
Richard W. Paul & Associates
Michigan
$209K +$209K +1,156 New
CP
525
Covenant Partners
Tennessee
$206K +$206K +1,139 New
19 20
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