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Avery Dennison

581 hedge funds and large institutions have $8.66B invested in Avery Dennison in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 175 increasing their positions, 209 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

16% more capital invested

Capital invested by funds: $7.46B → $8.66B (+$1.2B)

14% more funds holding

Funds holding: 508581 (+73)

9% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $15.3M

0.1% more ownership

Funds ownership: 85.78%85.88% (+0.1%)

16% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 209

Holders
581
Holders Change
+73
Holders Change %
+14.37%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
110
Increased
175
Reduced
209
Closed
33
Calls
$16.7M
Puts
$15.3M
Net Calls
+$1.39M
Net Calls Change
+$57K
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
526
Moneta Group Investment Advisors
Missouri
$17K +$16.2K +150 New
EA
527
Edge Advisors
Georgia
$16K
ASN
528
Advisory Services Network
Georgia
$16K +$4.54K +42 +43%
CPIG
529
Chicago Partners Investment Group
Illinois
$14K
BWM
530
Baystate Wealth Management
Massachusetts
$14K +$12.9K +119 New
RFA
531
Reilly Financial Advisors
California
$13K -$2.16K -20 -15%
PG
532
Patten Group
Tennessee
$13K
FPFS
533
First Personal Financial Services
North Carolina
$11K -$865 -8 -8%
GAM
534
Gemmer Asset Management
California
$11K
GBT
535
Grove Bank & Trust
Florida
$11K
OIA
536
OneDigital Investment Advisors
Kansas
$11K
LF
537
Lee Financial
Texas
$10K +$9.4K +87 New
SWA
538
Sutton Wealth Advisors
Florida
$9.07K
WWMSC
539
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$5.62K +52 New
EARNEST Partners
540
EARNEST Partners
Georgia
$9K +$8.54K +79 New
FFG
541
Ford Financial Group
California
$9K +$8.54K +79 New
KA
542
Kaizen Advisory
Illinois
$9K +$8.76K +81 New
GWM
543
Geneos Wealth Management
Colorado
$8K
STA
544
Summit Trail Advisors
New York
$8K +$6.92K +64 New
IP
545
Intellectus Partners
California
$7K
GFP
546
Gryphon Financial Partners
Ohio
$7K +$6.27K +58 New
FRA
547
Front Row Advisors
California
$7K +$6.38K +59 New
WPA
548
West Paces Advisors
Georgia
$6.89K
IWM
549
IHT Wealth Management
Illinois
$6K
PGWM
550
Parisi Gray Wealth Management
New Jersey
$6K +$5.3K +49 New

AVY Hedge Fund Activity: Q4 2017 in Review

581 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2017, worth a combined $8.66B — up 16% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AVY positions and 33 closed out — a net gain of 77 holders — while 175 added to existing stakes and 209 trimmed.

The largest buyer was APG Asset Management, adding an estimated $68.9M. The largest seller was Jupiter Investment Management, exiting entirely with an estimated $70.2M sold.

  • 581 institutional investors held Avery Dennison (AVY) as of Q4 2017, up from 508 in Q3 2017.
  • Funds reported $8.66B of Avery Dennison stock for Q4 2017, up 16% quarter-over-quarter.
  • 110 funds opened new Avery Dennison positions in Q4 2017 and 33 closed out, a net change of +77 holders.
  • The largest Avery Dennison buyer in Q4 2017 was APG Asset Management, an estimated $68.9M added.
  • The largest Avery Dennison seller in Q4 2017 was Jupiter Investment Management, an estimated $70.2M sold.

Based on aggregated 13F filings for Q4 2017.