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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
AAP
551
Arax Advisory Partners
Colorado
$5K
IP
552
Isthmus Partners
Wisconsin
$5K
BTIS
553
BB&T Investment Services
North Carolina
$5K +$2.92K +27 +159%
RWA
554
Ropes Wealth Advisors
Massachusetts
$5K +$4.43K +41 New
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$5K +$4.97K +46 New
ED
556
Exane Derivatives
France
$4.25K -$2.02M -18,673 -100%
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$4.02K +$3.78K +35 New
FMII
558
Farmers & Merchants Investments Inc
Nebraska
$4K -$108 -1 -3%
AFNAS
559
American Financial Network Advisory Services
California
$4K
CMBA
560
C.M. Bidwell & Associates
Hawaii
$4K
PFGIA
561
Patriot Financial Group Insurance Agency
Massachusetts
$4K
QCG
562
Quadrant Capital Group
Ohio
$3K
PMFA
563
Plante Moran Financial Advisors
Michigan
$3K +$3.03K +28 New
SPI
564
Santori & Peters Inc
Pennsylvania
$3K +$3.46K +32 New
EFSCE
565
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
FIB
566
First Interstate Bank
Montana
$2K
PFBT
567
Parkside Financial Bank & Trust
Missouri
$2K
SWMG
568
Signature Wealth Management Group
Georgia
$2K +$1.84K +17 New
RFM
569
Royal Fund Management
Florida
$2K +$2.7K +25 New
OC
570
Oakworth Capital
Alabama
$1K
VFA
571
Valeo Financial Advisors
Indiana
$1K +$757 +7 New
SWP
572
Stratos Wealth Partners
Ohio
$1K +$865 +8 New
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.19K +11 New
MCM
574
Mainstay Capital Management
Michigan
$1K +$1.3K +12 New
First Manhattan
575
First Manhattan
New York
$1K +$1.73K +16 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.