AVY icon

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 %
GI
551
GAMMA Investing
California
$217K +$217K +1,087 New
CG
552
Caprock Group
Idaho
$214K -$100K -496 -32%
FFM
553
Forum Financial Management
Illinois
$213K +$213K +1,055 New
SC
554
Stephens Consulting
Michigan
$211K – – –
MAP
555
Moody Aldrich Partners
Massachusetts
$209K +$209K +1,032 New
GFS
556
GYL Financial Synergies
Connecticut
$206K +$206K +1,018 New
CP
557
Canopy Partners
Ohio
$204K +$204K +1,010 New
SWM
558
Seed Wealth Management
Illinois
$204K +$204K +1,020 New
ZF
559
Zhang Financial
Michigan
$203K +$203K +1,005 New
AA
560
Addison Advisors
Vermont
$202K – – –
CS
561
Cannell & Spears
New York
$202K +$202K +1,000 New
TBA
562
Tower Bridge Advisors
Pennsylvania
$202K +$202K +1,000 New
ST
563
Sabal Trust
Florida
$202K +$202K +1,000 New
FVCM
564
F&V Capital Management
Florida
$202K +$202K +1,000 New
NIM
565
NEOS Investment Management
Connecticut
$200K +$200K +991 New
N
566
Natixis
France
$198K +$198K +977 New
Federated Hermes
567
Federated Hermes
Pennsylvania
$196K -$23.9K -118 -11%
SPIA
568
Steward Partners Investment Advisory
New York
$195K +$21.6K +107 +13%
CQS
569
Credential Qtrade Securities
$194K -$18.4K -91 -9%
AIP
570
Ameritas Investment Partners
Nebraska
$194K – – –
UM
571
UniSuper Management
Australia
$191K +$70.2K +347 +58%
SIA
572
Sit Investment Associates
Minnesota
$187K -$18.2K -90 -9%
HWA
573
Heritage Wealth Advisors
Virginia
$184K – – –
BLC
574
Brown, Lisle/Cummings
Rhode Island
$184K – – –
SDIC
575
South Dakota Investment Council
South Dakota
$182K – – –
21 22
23
24 25