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Avery Dennison

720 hedge funds and large institutions have $15.8B invested in Avery Dennison in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 246 increasing their positions, 234 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 61

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 680720 (+40)

5% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 234

5% more capital invested

Capital invested by funds: $15.1B → $15.8B (+$702M)

0.41% more ownership

Funds ownership: 88.31%88.72% (+0.41%)

27% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $7.19M

Holders
720
Holders Change
+40
Holders Change %
+5.88%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
110
Increased
246
Reduced
234
Closed
61
Calls
$5.22M
Puts
$7.19M
Net Calls
-$1.97M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
526
F.L. Putnam Investment Management
Massachusetts
$267K
OAM
527
Oppenheimer Asset Management
New York
$256K +$253K +1,183 New
PA
528
Profund Advisors
Maryland
$255K +$214 +1 +0.1%
EI
529
Ellevest Inc
New York
$255K +$41.1K +192 +19%
GWANC
530
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K +$250K +1,170 New
AIP
531
Ameritas Investment Partners
Nebraska
$250K -$1.93K -9 -0.8%
KeyBank National Association
532
KeyBank National Association
Ohio
$248K -$298K -1,394 -55%
SPIA
533
Steward Partners Investment Advisory
New York
$248K +$3.64K +17 +2%
IC
534
IEQ Capital
California
$247K +$15.6K +73 +7%
FTDI
535
First Trust Direct Indexing
Massachusetts
$246K +$243K +1,138 New
VAS
536
Vestmark Advisory Solutions
Massachusetts
$246K +$243K +1,138 New
AWM
537
Avaii Wealth Management
Wisconsin
$244K +$241K +1,127 New
CCA
538
Checchi Capital Advisers
California
$243K +$6.63K +31 +3%
Balyasny Asset Management
539
Balyasny Asset Management
Illinois
$241K -$1.01M -4,738 -81%
PFA
540
Pathway Financial Advisors
Vermont
$237K +$247K +1,156 New
9WM
541
9258 Wealth Management
Ohio
$236K +$2.78K +13 +1%
FFM
542
Forum Financial Management
Illinois
$234K +$231K +1,080 New
NP
543
NorthRock Partners
Minnesota
$234K +$231K +1,082 New
HWA
544
Heritage Wealth Advisors
Virginia
$231K -$214 -1 -0.1%
CCM
545
Coldstream Capital Management
Washington
$231K +$228K +1,066 New
DWT
546
Dorsey & Whitney Trust
South Dakota
$230K -$15.8K -74 -6%
CDH
547
Charles D. Hyman
$230K
HFM
548
Harvest Fund Management
China
$230K +$35.1K +164 +18%
WB
549
WesBanco Bank
West Virginia
$229K
CQS
550
Credential Qtrade Securities
$229K +$226K +1,056 New

AVY Hedge Fund Activity: Q4 2021 in Review

720 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2021, worth a combined $15.8B — up 4.6% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AVY positions and 61 closed out — a net gain of 49 holders — while 246 added to existing stakes and 234 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $103M. The largest seller was Select Equity Group, cutting an estimated $258M.

  • 720 institutional investors held Avery Dennison (AVY) as of Q4 2021, up from 680 in Q3 2021.
  • Funds reported $15.8B of Avery Dennison stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 110 funds opened new Avery Dennison positions in Q4 2021 and 61 closed out, a net change of +49 holders.
  • The largest Avery Dennison buyer in Q4 2021 was Lord, Abbett & Co, an estimated $103M added.
  • The largest Avery Dennison seller in Q4 2021 was Select Equity Group, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2021.