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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
LS
626
Livforsakringsbolaget Skandia
Sweden
$18.1K
KFP
627
KB Financial Partners
New Jersey
$18K
FFA
628
Farther Finance Advisors
California
$17.5K +$3.27K +18 +23%
ASN
629
Advisory Services Network
Georgia
$17.4K -$23.4K -129 -57%
CMP
630
Coston McIsaac & Partners
Maine
$17K
SWA
631
Sutton Wealth Advisors
Florida
$16.5K -$727 -4 -4%
FCA
632
FinTrust Capital Advisors
South Carolina
$14.3K
PI
633
PEAK6 Investments
Illinois
$13.8K -$274K -1,506 -95%
ZB
634
Zions Bancorporation
Utah
$13.1K -$908 -5 -6%
LFG
635
Larson Financial Group
Missouri
$12.2K
PK
636
Pflug Koory
Nebraska
$11.5K
WPA
637
West Paces Advisors
Georgia
$11.3K
GM
638
GeoWealth Management
Illinois
$11K -$4.36K -24 -28%
SFG
639
Steward Financial Group
Texas
$11K +$2.54K +14 +26%
HCM
640
Hollencrest Capital Management
California
$10.7K
WWP
641
WR Wealth Planners
Missouri
$9.66K +$9.81K +54 New
MCM
642
MV Capital Management
Maryland
$9.48K +$182 +1 +2%
FMII
643
Farmers & Merchants Investments Inc
Nebraska
$9.48K
Commonwealth Equity Services
644
Commonwealth Equity Services
Massachusetts
$8.85K +$807K +4,440 +10%
FRA
645
Front Row Advisors
California
$8K
GIA
646
GHP Investment Advisors
Colorado
$7.52K
EARNEST Partners
647
EARNEST Partners
Georgia
$7.16K
EWA
648
EverSource Wealth Advisors
Alabama
$6.98K -$727 -4 -9%
WP
649
WealthPLAN Partners
Nebraska
$6.98K +$7.08K +39 New
AAP
650
Arax Advisory Partners
Colorado
$6.86K