We are live on ! Find out more
AVY icon

Avery Dennison

803 hedge funds and large institutions have $16.5B invested in Avery Dennison in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 277 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 80

1% more funds holding

Funds holding: 794803 (+9)

1% more capital invested

Capital invested by funds: $16.3B → $16.5B (+$230M)

0.5% more ownership

Funds ownership: 92.39%92.89% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 277

84% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $104M

Holders
803
Holders Change
+9
Holders Change %
+1.13%
% of All Funds
11.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
277
Reduced
277
Closed
80
Calls
$16.1M
Puts
$104M
Net Calls
-$87.8M
Net Calls Change
-$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
526
Park Avenue Securities
New York
$329K -$73.8K -342 -19%
AOWM
527
Alpha Omega Wealth Management
Virginia
$327K -$13.2K -61 -4%
AWCI
528
Alpine Woods Capital Investors
New York
$327K
LWAM
529
Legacy Wealth Asset Management
Minnesota
$327K +$13.8K +64 +5%
CPIG
530
Chicago Partners Investment Group
Illinois
$326K +$25.7K +119 +8%
VW
531
Vantage Wealth
California
$325K
IWC
532
Integrated Wealth Concepts
Massachusetts
$322K -$648 -3 -0.2%
CA
533
CoreCap Advisors
Michigan
$321K +$314K +1,453 New
HCP
534
Holt Capital Partners
Texas
$320K
PA
535
Procyon Advisors
Connecticut
$319K +$12.1K +56 +4%
CWM
536
Centurion Wealth Management
Virginia
$318K +$311K +1,441 New
ARC
537
Advisor Resource Council
Texas
$317K +$310K +1,436 New
FTDI
538
First Trust Direct Indexing
Massachusetts
$317K -$13.6K -63 -4%
CT
539
Colonial Trust
South Carolina
$316K +$432 +2 +0.1%
GSC
540
Ground Swell Capital
South Carolina
$312K +$305K +1,413 New
Wolverine Trading
541
Wolverine Trading
Illinois
$311K +$302K +1,400 New
RWP
542
RWA Wealth Partners
Massachusetts
$310K -$432 -2 -0.1%
ADL
543
Asset Dedication LLC
California
$309K
MAP
544
Moody Aldrich Partners
Massachusetts
$308K -$432 -2 -0.1%
Federated Hermes
545
Federated Hermes
Pennsylvania
$304K -$19.6K -91 -6%
Lido Advisors
546
Lido Advisors
California
$304K -$19.6K -91 -6%
HB
547
HTLF Bank
Colorado
$302K -$26.3K -122 -8%
SW
548
SkyOak Wealth
Michigan
$295K -$13.2K -61 -4%
MF
549
Meridian Financial
Massachusetts
$294K
NP
550
NorthRock Partners
Minnesota
$294K +$3.02K +14 +1%

AVY Hedge Fund Activity: Q3 2024 in Review

803 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q3 2024, worth a combined $16.5B — up 1.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AVY positions and 80 closed out — a net gain of 17 holders — while 277 added to existing stakes and 277 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $99.9M. The largest seller was Truist Financial, cutting an estimated $153M.

  • 803 institutional investors held Avery Dennison (AVY) as of Q3 2024, up from 794 in Q2 2024.
  • Funds reported $16.5B of Avery Dennison stock for Q3 2024, up 1.4% quarter-over-quarter.
  • 97 funds opened new Avery Dennison positions in Q3 2024 and 80 closed out, a net change of +17 holders.
  • The largest Avery Dennison buyer in Q3 2024 was Morgan Stanley, an estimated $99.9M added.
  • The largest Avery Dennison seller in Q3 2024 was Truist Financial, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.