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Avery Dennison
AVY

Overview Fund Activity

663 hedge funds and large institutions have $12.8B invested in Avery Dennison in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 206 increasing their positions, 273 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-40
Holders Change %
-5.69%
% of All Funds
10.46%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
47
Increased
206
Reduced
273
Closed
84
Calls
$6.43M
Puts
$41.1M
Net Calls
-$34.6M
Net Calls Change
-$13.9M

Top Buyers

1
BlackRock
BlackRock
New York
$1.26B
2
Lazard Asset Management
Lazard Asset Management
New York
$398M
3
Morgan Stanley
Morgan Stanley
New York
$197M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$253M
5
DC
Davenport & Co
Virginia
$55.5M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$41.4M
2
Millennium Management
Millennium Management
New York
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$316M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$23.8M
5
FWCM
Ferguson Wellman Capital Management
Oregon
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
626
Glassman Wealth Services
Virginia
$4.47K -$687 -4 -13%
GRP
627
Global Retirement Partners
California
$4.12K +$1.72K +10 +71%
CFO
628
CVA Family Office
Colorado
$4.12K +$2.41K +14 +140%
OC
629
Oakworth Capital
Alabama
$4.12K +$4.12K +24 New
SC
630
Solstein Capital
California
$3.95K – – –
IPW
631
Impact Partnership Wealth
Georgia
$3.78K +$3.78K +22 New
WTC
632
WhitTier Trust Company
Nevada
$3.61K – – –
MWM
633
Mascoma Wealth Management
New Hampshire
$3.32K – – –
CFD
634
Creative Financial Designs
Indiana
$3.26K +$3.26K +19 New
CPG
635
Cornerstone Planning Group
New Jersey
$3.09K +$3.09K +18 New
AP
636
Arlington Partners
Alabama
$2.75K – – –
BWL
637
Bogart Wealth LLC
Virginia
$2.75K – – –
SIC
638
SJS Investment Consulting
Ohio
$2.23K -$172 -1 -7%
JFA
639
JNBA Financial Advisors
Minnesota
$2.23K – – –
BG
640
Bollard Group
Massachusetts
$2K +$2K +10 New
DI
641
Disciplined Investments
Oklahoma
$1.89K – – –
GWM
642
Geneos Wealth Management
Colorado
$1.72K +$687 +4 +67%
BIA
643
Bell Investment Advisors
California
$1.55K -$516 -3 -25%
CTWM
644
Cherry Tree Wealth Management
Minnesota
$1.55K +$1.55K +9 New
CCP
645
Carmel Capital Partners
California
$1.55K – – –
LCM
646
Logan Capital Management
Pennsylvania
$1.55K – – –
FCAG
647
First Capital Advisors Group
New Jersey
$1.55K +$1.55K +9 New
SS
648
Sunbelt Securities
Texas
$1.38K – – –
BCWM
649
Bartlett & Co Wealth Management
Ohio
$1.37K – – –
NCM
650
Northwest Capital Management
Oregon
$1.37K +$1.37K +8 New
24 25
26
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