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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
PO
601
Private Ocean
California
$38.5K
QC
602
Quent Capital
New York
$37.2K -$5.63K -31 -13%
HDIM
603
Hanson & Doremus Investment Management
Vermont
$37K
DAC
604
Dividend Assets Capital
South Carolina
$36K
VNA
605
Valley National Advisers
Pennsylvania
$36K
SSB
606
Sandy Spring Bank
Maryland
$35.8K
MIA
607
Milestone Investment Advisors
Wisconsin
$35.4K +$36K +198 New
CSC
608
Caldwell Sutter Capital
California
$35.4K +$36K +198 New
FDCDDQ
609
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.3K -$38.5K -212 -53%
EDRH
610
Edmond de Rothschild Holding
Switzerland
$33.3K
LC
611
Lindbrook Capital
California
$32.2K +$1.27K +7 +4%
SSG
612
Summit Securities Group
New York
$28K +$13.8K +76 +93%
BAM
613
Belpointe Asset Management
Nevada
$27.6K -$2K -11 -7%
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$27.2K +$2.36K +13 +9%
HPC
615
HM Payson & Co
Maine
$26.8K -$1.09K -6 -4%
MA
616
MCF Advisors
Kentucky
$24.7K
SC
617
SouthState Corp
Florida
$24.7K +$14.2K +78 +130%
AWM
618
AllSquare Wealth Management
New York
$24.3K -$7.99K -44 -24%
SCA
619
Stonebridge Capital Advisors
Minnesota
$24K
Baillie Gifford & Co
620
Baillie Gifford & Co
United Kingdom
$23.6K +$2K +11 +9%
JWA
621
JFS Wealth Advisors
Pennsylvania
$22.5K -$4K -22 -15%
PWMG
622
Prestige Wealth Management Group
New Jersey
$22.5K -$3.09K -17 -12%
TFP
623
Tilia Fiduciary Partners
North Carolina
$19.2K
C
624
Covestor
United Kingdom
$19K -$1.27K -7 -6%
PFBT
625
Parkside Financial Bank & Trust
Missouri
$19K +$727 +4 +4%