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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
LC
601
Lindbrook Capital
California
$31.3K +$4.1K +23 +15%
BAM
602
Belpointe Asset Management
Nevada
$29.9K +$29.4K +165 New
HPC
603
HM Payson & Co
Maine
$28.2K
Jones Financial Companies
604
Jones Financial Companies
Missouri
$28K +$28K +157 New
JWA
605
JFS Wealth Advisors
Pennsylvania
$26.8K -$356 -2 -1%
PWMG
606
Prestige Wealth Management Group
New Jersey
$25.9K +$3.03K +17 +13%
MPWT
607
MassMutual Private Wealth & Trust
Connecticut
$25K +$20.1K +113 +435%
MA
608
MCF Advisors
Kentucky
$25K
SCA
609
Stonebridge Capital Advisors
Minnesota
$24.3K -$1.07K -6 -4%
USCWA
610
U.S. Capital Wealth Advisors
Texas
$22.1K +$21.7K +122 New
Baillie Gifford & Co
611
Baillie Gifford & Co
United Kingdom
$21.9K +$3.74K +21 +21%
C
612
Covestor
United Kingdom
$21K -$535 -3 -3%
TFP
613
Tilia Fiduciary Partners
North Carolina
$19.4K
PFBT
614
Parkside Financial Bank & Trust
Missouri
$18.5K +$1.43K +8 +9%
LS
615
Livforsakringsbolaget Skandia
Sweden
$18.3K
KFP
616
KB Financial Partners
New Jersey
$18K +$15.5K +87 +725%
SWA
617
Sutton Wealth Advisors
Florida
$17.4K
GM
618
GeoWealth Management
Illinois
$15K -$2.14K -12 -12%
SSG
619
Summit Securities Group
New York
$15K +$14.6K +82 New
FFA
620
Farther Finance Advisors
California
$14.5K +$14.3K +80 New
FCA
621
FinTrust Capital Advisors
South Carolina
$14.3K -$19.4K -109 -58%
ZB
622
Zions Bancorporation
Utah
$14.1K +$891 +5 +7%
LFG
623
Larson Financial Group
Missouri
$12.3K
PK
624
Pflug Koory
Nebraska
$12K
GRP
625
Global Retirement Partners
California
$11.8K