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Avery Dennison

794 hedge funds and large institutions have $16.3B invested in Avery Dennison in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 285 increasing their positions, 257 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 257

3% more funds holding

Funds holding: 774794 (+20)

2% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $17.9M

0.65% more ownership

Funds ownership: 91.74%92.39% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $16.5B → $16.3B (-$203M)

Holders
794
Holders Change
+20
Holders Change %
+2.58%
% of All Funds
11.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
95
Increased
285
Reduced
257
Closed
61
Calls
$18.2M
Puts
$17.9M
Net Calls
+$328K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Burney Company
Virginia
$402K
MW
502
Marcum Wealth
Ohio
$401K +$666 +3 +0.2%
PAS
503
Park Avenue Securities
New York
$401K -$4.66K -21 -1%
RPC
504
Rossmore Private Capital
Connecticut
$401K
WPW
505
Waldron Private Wealth
Pennsylvania
$400K +$20.9K +94 +5%
LWM
506
Lakeridge Wealth Management
Ohio
$400K +$1.55K +7 +0.4%
TA
507
Tectonic Advisors
Texas
$397K +$32.2K +145 +9%
AIM
508
Artemis Investment Management
United Kingdom
$393K -$151K -681 -27%
WA
509
Waverly Advisors
Alabama
$392K +$398K +1,792 New
PFPT
510
Pinnacle Financial Partners (Tennessee)
Tennessee
$389K +$2.22K +10 +0.6%
IAA
511
Independent Advisor Alliance
North Carolina
$389K +$1.33K +6 +0.3%
DC
512
Diametric Capital
Massachusetts
$388K +$141K +634 +56%
TWC
513
TD Waterhouse Canada
Ontario, Canada
$373K -$551K -2,483 -59%
PIA
514
Powell Investment Advisors
Florida
$373K
VI
515
Vestcor Inc
New Brunswick, Canada
$371K
AIM
516
Athena Investment Management
California
$370K -$38.6K -174 -9%
CIA
517
Compass Ion Advisors
Pennsylvania
$362K
LSA
518
Leonteq Securities AG
Switzerland
$362K -$63.9K -288 -15%
CG
519
Cynosure Group
Utah
$361K +$48.4K +218 +15%
FFA
520
Fragasso Financial Advisors
Pennsylvania
$361K +$222 +1 +0.1%
VIM
521
VELA Investment Management
Ohio
$361K -$401K -1,805 -52%
PIM
522
Plato Investment Management
Australia
$361K
MC
523
Machina Capital
France
$357K +$363K +1,633 New
DWM
524
Diversify Wealth Management
Utah
$357K +$392K +1,764 New
FSA
525
Franklin Street Advisors
North Carolina
$353K

AVY Hedge Fund Activity: Q2 2024 in Review

794 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q2 2024, worth a combined $16.3B — down 1.2% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AVY positions and 61 closed out — a net gain of 34 holders — while 285 added to existing stakes and 257 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $103M. The largest seller was Ameriprise, cutting an estimated $92.6M.

  • 794 institutional investors held Avery Dennison (AVY) as of Q2 2024, up from 774 in Q1 2024.
  • Funds reported $16.3B of Avery Dennison stock for Q2 2024, down 1.2% quarter-over-quarter.
  • 95 funds opened new Avery Dennison positions in Q2 2024 and 61 closed out, a net change of +34 holders.
  • The largest Avery Dennison buyer in Q2 2024 was Swedbank, an estimated $103M added.
  • The largest Avery Dennison seller in Q2 2024 was Ameriprise, an estimated $92.6M sold.

Based on aggregated 13F filings for Q2 2024.