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Avery Dennison

797 hedge funds and large institutions have $14B invested in Avery Dennison in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 264 increasing their positions, 284 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

0.17% more ownership

Funds ownership: 92.89%93.06% (+0.17%)

1% less funds holding

Funds holding: 803797 (-6)

7% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 284

15% less capital invested

Capital invested by funds: $16.5B → $14B (-$2.51B)

86% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $86.3M

Holders
797
Holders Change
-6
Holders Change %
-0.75%
% of All Funds
10.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
118
Increased
264
Reduced
284
Closed
106
Calls
$11.9M
Puts
$86.3M
Net Calls
-$74.4M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
626
Elevation Wealth Partners
California
$93.6K
DRP
627
Decker Retirement Planning
Utah
$93.6K +$102K +500 New
PFBT
628
Parkside Financial Bank & Trust
Missouri
$82.7K +$2.86K +14 +3%
RIL
629
Rothschild Investment LLC
Illinois
$82.3K +$13.9K +68 +18%
SIA
630
Sit Investment Associates
Minnesota
$81K
HI
631
Harbour Investments
Wisconsin
$79.9K -$15.1K -74 -15%
Jones Financial Companies
632
Jones Financial Companies
Missouri
$79.1K +$33.9K +166 +65%
HT
633
Headlands Technologies
Illinois
$78.8K +$85.9K +421 New
FFA
634
Farther Finance Advisors
California
$76.6K +$27.8K +136 +50%
SIC
635
Salem Investment Counselors
North Carolina
$76.3K -$1.43K -7 -2%
SFCL
636
Strengthening Families & Communities LLC
Massachusetts
$76K -$2.58M -12,656 -97%
CA
637
Crewe Advisors
Utah
$74.9K
CIAM
638
Caitong International Asset Management
Hong Kong
$74.5K +$81.2K +398 New
AssetMark Inc
639
AssetMark Inc
California
$74.3K +$14.9K +73 +23%
MSWM
640
Mowery & Schoenfeld Wealth Management
Illinois
$70.2K
SCM
641
Silvant Capital Management
Georgia
$68.9K
AF
642
Advisornet Financial
Minnesota
$68.7K +$11.8K +58 +19%
VAG
643
VisionPoint Advisory Group
Texas
$68.4K +$76.1K +373 New
EB
644
Eastern Bank
Massachusetts
$67.9K -$5.51K -27 -7%
CA
645
Clearstead Advisors
Ohio
$62.6K -$70.8K -347 -51%
GBT
646
Grove Bank & Trust
Florida
$62.5K +$4.49K +22 +7%
BIG
647
Brooklyn Investment Group
New York
$56.5K +$408 +2 +0.7%
SWM
648
Spire Wealth Management
Virginia
$56.3K +$26.5K +130 +76%
ATC
649
Adirondack Trust Company
New York
$56.1K
SIM
650
Sentry Investment Management
Wisconsin
$56K -$10K -49 -14%

AVY Hedge Fund Activity: Q4 2024 in Review

797 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2024, worth a combined $14B — down 15% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AVY positions and 106 closed out — a net gain of 12 holders — while 264 added to existing stakes and 284 trimmed.

The largest buyer was Ameriprise, adding an estimated $51.1M. The largest seller was Fidelity Investments, cutting an estimated $73.8M.

  • 797 institutional investors held Avery Dennison (AVY) as of Q4 2024, down from 803 in Q3 2024.
  • Funds reported $14B of Avery Dennison stock for Q4 2024, down 15% quarter-over-quarter.
  • 118 funds opened new Avery Dennison positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Avery Dennison buyer in Q4 2024 was Ameriprise, an estimated $51.1M added.
  • The largest Avery Dennison seller in Q4 2024 was Fidelity Investments, an estimated $73.8M sold.

Based on aggregated 13F filings for Q4 2024.