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Avery Dennison
AVY

Overview Fund Activity

726 hedge funds and large institutions have $15.5B invested in Avery Dennison in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+40
Holders Change %
+5.83%
% of All Funds
10.65%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
110
Increased
230
Reduced
260
Closed
60
Calls
$20.2M
Puts
$90.5M
Net Calls
-$70.2M
Net Calls Change
-$45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$720M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$53.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$39.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$131M
5
Ameriprise
5
Ameriprise
Minnesota
$566M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$399M
2
Millennium Management
2
Millennium Management
New York
$15.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$32.9M
4
SBH
4
Segall Bryant & Hamill
Illinois
$22.1M
5
CVA
5
Ceredex Value Advisors
Florida
$89.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
526
Greenleaf Trust
Michigan
$260K +$16.2K +80 +7%
AC
527
Avestar Capital
New York
$257K -$5.86K -29 -2%
PCM
528
Pennsylvania Capital Management
Pennsylvania
$256K -$22K -109 -8%
IIM
529
Ipswich Investment Management
Massachusetts
$256K – – –
BCM
530
Becker Capital Management
Oregon
$255K +$255K +1,259 New
FFN
531
Focus Financial Network
Minnesota
$254K +$254K +1,255 New
CCA
532
Checchi Capital Advisers
California
$248K +$12.5K +62 +5%
HI
533
Horizon Investments
North Carolina
$247K +$9.5K +47 +4%
NW
534
NewEdge Wealth
Pennsylvania
$243K +$243K +1,200 New
FTDI
535
First Trust Direct Indexing
Massachusetts
$242K +$11.5K +57 +5%
FI
536
FWG Investments
Kentucky
$240K +$240K +1,185 New
PFA
537
Pathway Financial Advisors
Vermont
$234K – – –
CI Investments Inc
538
CI Investments Inc
Ontario, Canada
$233K +$25.7K +127 +12%
VAS
539
Vestmark Advisory Solutions
Massachusetts
$232K +$232K +1,149 New
9WM
540
9258 Wealth Management
Ohio
$231K – – –
AWM
541
Apollon Wealth Management
South Carolina
$231K +$231K +1,141 New
BRWA
542
B. Riley Wealth Advisors
Florida
$230K -$56.8K -281 -20%
SW
543
SVB Wealth
Massachusetts
$230K +$230K +1,136 New
DGAM
544
Desjardins Global Asset Management
Quebec, Canada
$230K +$3.03K +15 +1%
Simplex Trading
545
Simplex Trading
Illinois
$225K +$225K +1,113 New
OAC
546
OMERS Administration Corp
Ontario, Canada
$222K +$222K +1,100 New
BCA
547
Bay Colony Advisors
Massachusetts
$221K +$221K +1,091 New
HAG
548
HighPoint Advisor Group
Illinois
$219K +$219K +1,006 New
NP
549
Nilsine Partners
Colorado
$219K -$14.6K -72 -6%
FHA
550
First Horizon Advisors
Tennessee
$217K -$11.7K -58 -5%
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