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Avery Dennison

657 hedge funds and large institutions have $11.8B invested in Avery Dennison in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 216 increasing their positions, 249 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

0.37% more ownership

Funds ownership: 89.02%89.39% (+0.37%)

3% less funds holding

Funds holding: 677657 (-20)

7% less capital invested

Capital invested by funds: $12.7B → $11.8B (-$865M)

13% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 249

14% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 74

53% less call options, than puts

Call options by funds: $5.67M | Put options by funds: $12M

Holders
657
Holders Change
-20
Holders Change %
-2.95%
% of All Funds
11.07%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
64
Increased
216
Reduced
249
Closed
74
Calls
$5.67M
Puts
$12M
Net Calls
-$6.33M
Net Calls Change
-$4.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
626
Tyler-Stone Wealth Management
Ohio
$4K
VCM
627
Versant Capital Management
Arizona
$4K
DFCM
628
Dark Forest Capital Management
Puerto Rico
$3K -$5.47K -32 -67%
DI
629
Disciplined Investments
Oklahoma
$3K +$683 +4 +25%
SBL
630
Sargent Bickham Lagudis
Colorado
$3K +$2.9K +17 New
ANBT
631
American National Bank & Trust
Texas
$2K
AWM
632
Atticus Wealth Management
Florida
$2K
EWA
633
EverSource Wealth Advisors
Alabama
$2K
EW
634
Evoke Wealth
California
$2K
IWP
635
IAG Wealth Partners
Wisconsin
$2K
JFA
636
JNBA Financial Advisors
Minnesota
$2K
KFP
637
KB Financial Partners
New Jersey
$2K
RG
638
Retirement Group
California
$2K
SC
639
Sierra Capital
Florida
$2K
GKIM
640
GW&K Investment Management
Massachusetts
$2K +$1.02K +6 +150%
ME
641
McIlrath & Eck
Washington
$2K +$1.71K +10 New
PMFA
642
Plante Moran Financial Advisors
Michigan
$2K +$2.39K +14 New
Jones Financial Companies
643
Jones Financial Companies
Missouri
$1K -$16.1K -94 -94%
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$1K -$5.3K -31 -79%
AF
645
Advisornet Financial
Minnesota
$1K -$1.54K -9 -53%
HR
646
Howe & Rusling
New York
$1K -$342 -2 -22%
AFG
647
Albion Financial Group
Utah
$1K
BA
648
Bellwether Advisors
Nebraska
$1K
PSB
649
Piscataqua Savings Bank
New Hampshire
$1K
PFGIA
650
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$171 +1 +33%