We are live on ! Find out more
AVY icon

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
RFA
526
Reilly Financial Advisors
California
$10K
EARNEST Partners
527
EARNEST Partners
Georgia
$9K
GWM
528
Geneos Wealth Management
Colorado
$9K
SWA
529
Sutton Wealth Advisors
Florida
$8.93K
WAS
530
WESPAC Advisors SoCal
California
$8K -$7.75K -75 -50%
KPW
531
Kore Private Wealth
New York
$8K
SFA
532
Semmax Financial Advisors
North Carolina
$8K
IP
533
Intellectus Partners
California
$7K
WPA
534
West Paces Advisors
Georgia
$6.78K
GRP
535
Global Retirement Partners
California
$6K +$413 +4 +8%
LWA
536
Lenox Wealth Advisors
New York
$6K +$5.06K +49 New
Parallax Volatility Advisers
537
Parallax Volatility Advisers
California
$6K +$5.79K +56 New
FRA
538
Front Row Advisors
California
$5K -$1.55K -15 -25%
ASN
539
Advisory Services Network
Georgia
$5K -$207 -2 -5%
PCMK
540
Paragon Capital Management (Kansas)
Kansas
$5K +$4.44K +43 New
CAC
541
Certified Advisory Corp
Florida
$5K +$4.54K +44 New
CMBA
542
C.M. Bidwell & Associates
Hawaii
$4K
EFSCE
543
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.86K +18 +129%
WEC
544
Winslow Evans & Crocker
Massachusetts
$4K +$3.1K +30 New
HGWM
545
Harvest Group Wealth Management
Massachusetts
$4K +$3.41K +33 New
RIA
546
Realta Investment Advisors
Delaware
$4K +$3.92K +38 New
CFN
547
Cordasco Financial Network
Florida
$3K
HR
548
Howe & Rusling
New York
$3K +$620 +6 +33%
LFA
549
Legacy Financial Advisors
Kentucky
$3K +$2.79K +27 New
FIB
550
First Interstate Bank
Montana
$2K