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Avery Dennison

707 hedge funds and large institutions have $13.3B invested in Avery Dennison in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 238 increasing their positions, 254 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

2% more funds holding

Funds holding: 691707 (+16)

0.28% more ownership

Funds ownership: 91.76%92.04% (+0.28%)

0% more capital invested

Capital invested by funds: $13.3B → $13.3B (+$13.6M)

6% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 254

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

72% less call options, than puts

Call options by funds: $8M | Put options by funds: $28.8M

Holders
707
Holders Change
+16
Holders Change %
+2.32%
% of All Funds
11.27%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
78
Increased
238
Reduced
254
Closed
53
Calls
$8M
Puts
$28.8M
Net Calls
-$20.8M
Net Calls Change
+$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
576
Allworth Financial
California
$83.8K +$6.54K +36 +8%
PCM
577
Pointe Capital Management
Michigan
$77.8K +$79K +435 New
S
578
SignatureFD
Georgia
$73.4K +$5.63K +31 +8%
ACM
579
Aquatic Capital Management
Illinois
$72K +$72.7K +400 New
BBHC
580
Brown Brothers Harriman & Co
New York
$68.9K +$13.3K +73 +23%
SCM
581
Silvant Capital Management
Georgia
$65.8K
TCOV
582
Trust Company of Vermont
Vermont
$64.8K -$2.73K -15 -4%
CFGS
583
Concourse Financial Group Securities
Alabama
$64.6K -$3.45K -19 -5%
CA
584
Clearstead Advisors
Ohio
$61.4K +$54.7K +301 +717%
AIM
585
Anchor Investment Management
South Carolina
$59.9K
AssetMark Inc
586
AssetMark Inc
California
$57.1K +$54.5K +300 +1,579%
CAL
587
Capital Analysts LLC
Pennsylvania
$55K +$2.36K +13 +4%
ONST
588
Old North State Trust
North Carolina
$54K +$1.64K +9 +3%
First Manhattan
589
First Manhattan
New York
$53.7K -$4K -22 -7%
AA
590
Alta Advisers
United Kingdom
$53.7K
RAM
591
Riggs Asset Management
Pennsylvania
$53.7K
SWM
592
Spire Wealth Management
Virginia
$52.5K +$8.54K +47 +19%
HIIFS
593
Harel Insurance Investments & Financial Services
Israel
$52K
Loomis, Sayles & Company
594
Loomis, Sayles & Company
Massachusetts
$52K
GBT
595
Grove Bank & Trust
Florida
$51.5K
EBA
596
Eagle Bay Advisors
New York
$50K -$908 -5 -2%
AAG
597
Armstrong Advisory Group
Massachusetts
$47.6K
KC
598
Knuff & Co
California
$44.9K
TWA
599
TCI Wealth Advisors
Arizona
$41.5K -$182 -1 -0.4%
BHWM
600
Bay Harbor Wealth Management
Maryland
$40.1K -$5.63K -31 -12%