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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
SC
551
Stephens Consulting
Michigan
$228K +$226K +1,055 New
EH
552
Equitable Holdings
New York
$227K
BCV
553
Banque Cantonale Vaudoise
Switzerland
$226K
MWPCG
554
Measured Wealth Private Client Group
New Hampshire
$224K -$105K -493 -32%
SIA
555
Sit Investment Associates
Minnesota
$224K
LGA
556
Lebenthal Global Advisors
New York
$224K +$222K +1,038 New
SW
557
SVB Wealth
Massachusetts
$223K -$91.1K -426 -29%
TI
558
Truehand Inc
New Hampshire
$223K
GWSG
559
GPS Wealth Strategies Group
Colorado
$223K +$28.7K +134 +15%
VI
560
Vestcor Inc
New Brunswick, Canada
$222K -$43.6K -204 -17%
ST
561
Smithfield Trust
Pennsylvania
$222K -$642 -3 -0.3%
GC
562
Grace Capital
Massachusetts
$222K +$12.8K +60 +6%
WOC
563
West Oak Capital
California
$217K -$10.7K -50 -5%
AA
564
Addison Advisors
Vermont
$217K
CS
565
Cannell & Spears
New York
$217K
DWA
566
Douglass Winthrop Advisors
New York
$217K
ST
567
Sabal Trust
Florida
$217K
SLA
568
Silver Lake Advisory
Utah
$217K
ZF
569
Zhang Financial
Michigan
$217K
TBA
570
Tower Bridge Advisors
Pennsylvania
$217K
RDWM
571
Red Door Wealth Management
Tennessee
$216K +$214K +998 New
MOS
572
MGO One Seven
Ohio
$215K +$212K +992 New
WI
573
Wahed Invest
New York
$214K +$211K +988 New
VIA
574
Vident Investment Advisory
Georgia
$212K -$65.3K -305 -24%
BC
575
Bridgefront Capital
Texas
$206K +$204K +953 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.