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Avery Dennison

794 hedge funds and large institutions have $16.3B invested in Avery Dennison in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 285 increasing their positions, 257 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 257

3% more funds holding

Funds holding: 774794 (+20)

2% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $17.9M

0.65% more ownership

Funds ownership: 91.74%92.39% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $16.5B → $16.3B (-$203M)

Holders
794
Holders Change
+20
Holders Change %
+2.58%
% of All Funds
11.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
95
Increased
285
Reduced
257
Closed
61
Calls
$18.2M
Puts
$17.9M
Net Calls
+$328K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
576
Coastal Bridge Advisors
Connecticut
$269K +$273K +1,232 New
CCA
577
Checchi Capital Advisers
California
$267K
Vontobel Holding
578
Vontobel Holding
Switzerland
$264K -$237K -1,067 -47%
FB
579
Fulton Bank
Pennsylvania
$264K -$84.4K -380 -24%
CC
580
Corton Capital
Ontario, Canada
$258K -$182K -822 -41%
CG
581
Caprock Group
Idaho
$257K +$35.7K +161 +16%
SW
582
Simplicity Wealth
New Jersey
$256K +$57.7K +260 +29%
First Manhattan
583
First Manhattan
New York
$255K +$211K +950 +442%
Nomura Holdings
584
Nomura Holdings
Japan
$255K +$258K +1,164 New
LA
585
Legacy Advisors
Pennsylvania
$253K +$5.33K +24 +2%
PFA
586
Pathway Financial Advisors
Vermont
$253K
TCM
587
Teza Capital Management
Illinois
$252K +$256K +1,154 New
CIC
588
Carnegie Investment Counsel
Ohio
$252K -$125K -562 -33%
AWM
589
Apollon Wealth Management
South Carolina
$251K -$2.89K -13 -1%
FFA
590
Farther Finance Advisors
California
$251K +$242K +1,090 +1,282%
9WM
591
9258 Wealth Management
Ohio
$250K
MYAM
592
Meiji Yasuda Asset Management
Japan
$250K
EWA
593
EP Wealth Advisors
California
$248K +$44.6K +201 +22%
JCIA
594
Jackson Creek Investment Advisors
Colorado
$245K +$249K +1,122 New
PTC
595
Petrus Trust Company
Texas
$244K
SPIA
596
Steward Partners Investment Advisory
New York
$244K -$9.32K -42 -4%
SI
597
Seeds Investor
New York
$242K -$22.9K -103 -9%
FHA
598
First Horizon Advisors
Tennessee
$241K +$1.55K +7 +0.6%
FFM
599
Forum Financial Management
Illinois
$231K +$222 +1 +0.1%
MA
600
Mutual Advisors
Nebraska
$231K +$25.8K +116 +12%

AVY Hedge Fund Activity: Q2 2024 in Review

794 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q2 2024, worth a combined $16.3B — down 1.2% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AVY positions and 61 closed out — a net gain of 34 holders — while 285 added to existing stakes and 257 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $103M. The largest seller was Ameriprise, cutting an estimated $92.6M.

  • 794 institutional investors held Avery Dennison (AVY) as of Q2 2024, up from 774 in Q1 2024.
  • Funds reported $16.3B of Avery Dennison stock for Q2 2024, down 1.2% quarter-over-quarter.
  • 95 funds opened new Avery Dennison positions in Q2 2024 and 61 closed out, a net change of +34 holders.
  • The largest Avery Dennison buyer in Q2 2024 was Swedbank, an estimated $103M added.
  • The largest Avery Dennison seller in Q2 2024 was Ameriprise, an estimated $92.6M sold.

Based on aggregated 13F filings for Q2 2024.