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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
WPA
626
West Paces Advisors
Georgia
$11.4K +$535 +3 +5%
SC
627
SouthState Corp
Florida
$10.9K
HCM
628
Hollencrest Capital Management
California
$10.9K +$10.7K +60 New
JFGIW
629
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.77K -$4.99K -28 -34%
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$9.59K
MCM
631
MV Capital Management
Maryland
$9.41K -$535 -3 -5%
CT
632
Colonial Trust
South Carolina
$9.07K +$8.91K +50 New
SC
633
Schubert & Co
Texas
$9.05K -$891 -5 -9%
SFG
634
Steward Financial Group
Texas
$9K +$9.44K +53 New
FRA
635
Front Row Advisors
California
$8K
EWA
636
EverSource Wealth Advisors
Alabama
$7.78K
CA
637
Clearstead Advisors
Ohio
$7.6K
GIA
638
GHP Investment Advisors
Colorado
$7.6K
EARNEST Partners
639
EARNEST Partners
Georgia
$7.24K
AAP
640
Arax Advisory Partners
Colorado
$6.91K
BCM
641
Birch Capital Management
Texas
$6.17K
AF
642
Advisornet Financial
Minnesota
$6.15K +$1.6K +9 +36%
FMP
643
Financial Management Professionals
Texas
$6K
DWA
644
Delos Wealth Advisors
Texas
$5.97K
TF
645
TimeScale Financial
Massachusetts
$5.86K
SWA
646
SOA Wealth Advisors
New York
$5.79K -$178 -1 -3%
CMBA
647
C.M. Bidwell & Associates
Hawaii
$5.79K
NIC
648
Northwest Investment Counselors
Oregon
$5.61K
CPG
649
Cornerstone Planning Group
New Jersey
$5.58K +$5.35K +30 New
GWS
650
Glassman Wealth Services
Virginia
$5.43K -$1.78K -10 -25%