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Avery Dennison

691 hedge funds and large institutions have $13.3B invested in Avery Dennison in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 230 increasing their positions, 227 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 61

12% more capital invested

Capital invested by funds: $11.9B → $13.3B (+$1.41B)

3% more funds holding

Funds holding: 670691 (+21)

1.88% more ownership

Funds ownership: 89.89%91.76% (+1.9%)

1% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 227

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

87% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $97.9M

Holders
691
Holders Change
+21
Holders Change %
+3.13%
% of All Funds
11.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
94
Increased
230
Reduced
227
Closed
61
Calls
$12.8M
Puts
$97.9M
Net Calls
-$85.1M
Net Calls Change
-$69.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
576
Riggs Asset Management
Pennsylvania
$54.3K
HIIFS
577
Harel Insurance Investments & Financial Services
Israel
$54K -$35.6K -200 -40%
AA
578
Alta Advisers
United Kingdom
$54K +$53.5K +300 New
CAL
579
Capital Analysts LLC
Pennsylvania
$53K
ONST
580
Old North State Trust
North Carolina
$53K
Loomis, Sayles & Company
581
Loomis, Sayles & Company
Massachusetts
$53K +$3.21K +18 +7%
GBT
582
Grove Bank & Trust
Florida
$52K +$51.3K +288 New
EBA
583
Eagle Bay Advisors
New York
$51.5K +$14.4K +81 +40%
AAG
584
Armstrong Advisory Group
Massachusetts
$48.1K +$47.4K +266 New
BHWM
585
Bay Harbor Wealth Management
Maryland
$46K
KC
586
Knuff & Co
California
$45.4K
IGWM
587
ICA Group Wealth Management
Colorado
$44.2K +$43.5K +244 New
SWM
588
Spire Wealth Management
Virginia
$44K +$21.7K +122 +98%
QC
589
Quent Capital
New York
$43.4K -$4.63K -26 -10%
TWA
590
TCI Wealth Advisors
Arizona
$42.2K
ASN
591
Advisory Services Network
Georgia
$40.9K +$40.3K +226 New
PO
592
Private Ocean
California
$38.9K
HDIM
593
Hanson & Doremus Investment Management
Vermont
$38K
VNA
594
Valley National Advisers
Pennsylvania
$38K
PFPT
595
Pinnacle Financial Partners (Tennessee)
Tennessee
$36.9K
SSB
596
Sandy Spring Bank
Maryland
$36.2K -$13.4K -75 -27%
DAC
597
Dividend Assets Capital
South Carolina
$36K
FHA
598
First Horizon Advisors
Tennessee
$35.3K +$3.92K +22 +13%
EDRH
599
Edmond de Rothschild Holding
Switzerland
$33.7K
AWM
600
AllSquare Wealth Management
New York
$32.6K