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Avery Dennison

797 hedge funds and large institutions have $14B invested in Avery Dennison in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 264 increasing their positions, 284 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

0.17% more ownership

Funds ownership: 92.89%93.06% (+0.17%)

1% less funds holding

Funds holding: 803797 (-6)

7% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 284

15% less capital invested

Capital invested by funds: $16.5B → $14B (-$2.51B)

86% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $86.3M

Holders
797
Holders Change
-6
Holders Change %
-0.75%
% of All Funds
10.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
118
Increased
264
Reduced
284
Closed
106
Calls
$11.9M
Puts
$86.3M
Net Calls
-$74.4M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
551
Compass Ion Advisors
Pennsylvania
$268K -$21.2K -104 -7%
PA
552
Procyon Advisors
Connecticut
$267K -$3.47K -17 -1%
RWP
553
RWA Wealth Partners
Massachusetts
$262K -$816 -4 -0.3%
MAP
554
Moody Aldrich Partners
Massachusetts
$260K -$816 -4 -0.3%
SW
555
SkyOak Wealth
Michigan
$256K +$6.73K +33 +2%
RI
556
Rinkey Investments
California
$254K +$277K +1,357 New
GT
557
Greenleaf Trust
Michigan
$253K +$11.6K +57 +4%
ADL
558
Asset Dedication LLC
California
$252K -$10.8K -53 -4%
EH
559
Equitable Holdings
New York
$252K +$60.6K +297 +28%
SPIA
560
Steward Partners Investment Advisory
New York
$251K +$35.7K +175 +15%
AOWM
561
Alpha Omega Wealth Management
Virginia
$250K -$29.6K -145 -10%
MF
562
Meridian Financial
Massachusetts
$249K
BC
563
Burney Company
Virginia
$249K -$51.2K -251 -16%
CG
564
Caprock Group
Idaho
$246K -$2.25K -11 -0.8%
NP
565
NorthRock Partners
Minnesota
$237K -$13.3K -65 -5%
CT
566
Caldwell Trust
Florida
$236K
FNBT
567
FineMark National Bank & Trust
Florida
$236K
NFA
568
Northern Financial Advisors
Michigan
$234K -$10.8K -53 -4%
Lido Advisors
569
Lido Advisors
California
$231K -$28.8K -141 -10%
CBA
570
Coastal Bridge Advisors
Connecticut
$231K
KPWS
571
Kestra Private Wealth Services
Texas
$230K +$251K +1,228 New
TC
572
TwinBeech Capital
New York
$230K +$250K +1,227 New
First Manhattan
573
First Manhattan
New York
$228K
FI
574
FWG Investments
Kentucky
$227K -$4.69K -23 -2%
FIM
575
Fruth Investment Management
Texas
$224K -$20.4K -100 -8%

AVY Hedge Fund Activity: Q4 2024 in Review

797 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2024, worth a combined $14B — down 15% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AVY positions and 106 closed out — a net gain of 12 holders — while 264 added to existing stakes and 284 trimmed.

The largest buyer was Ameriprise, adding an estimated $51.1M. The largest seller was Fidelity Investments, cutting an estimated $73.8M.

  • 797 institutional investors held Avery Dennison (AVY) as of Q4 2024, down from 803 in Q3 2024.
  • Funds reported $14B of Avery Dennison stock for Q4 2024, down 15% quarter-over-quarter.
  • 118 funds opened new Avery Dennison positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Avery Dennison buyer in Q4 2024 was Ameriprise, an estimated $51.1M added.
  • The largest Avery Dennison seller in Q4 2024 was Fidelity Investments, an estimated $73.8M sold.

Based on aggregated 13F filings for Q4 2024.