We are live on ! Find out more
AVY icon

Avery Dennison

720 hedge funds and large institutions have $15.8B invested in Avery Dennison in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 246 increasing their positions, 234 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 61

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 680720 (+40)

5% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 234

5% more capital invested

Capital invested by funds: $15.1B → $15.8B (+$702M)

0.41% more ownership

Funds ownership: 88.31%88.72% (+0.41%)

27% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $7.19M

Holders
720
Holders Change
+40
Holders Change %
+5.88%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
110
Increased
246
Reduced
234
Closed
61
Calls
$5.22M
Puts
$7.19M
Net Calls
-$1.97M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
651
Bedel Financial Consulting
Indiana
$22K
GAM
652
Gemmer Asset Management
California
$22K
CH
653
Canton Hathaway
Rhode Island
$22K +$21.8K +102 New
VCM
654
Vigilant Capital Management
Maine
$21K +$20.3K +95 New
SWA
655
Sutton Wealth Advisors
Florida
$19.5K
GM
656
GeoWealth Management
Illinois
$18K -$8.77K -41 -33%
Capstone Investment Advisors
657
Capstone Investment Advisors
New York
$17K -$324K -1,514 -95%
GWM
658
Geneos Wealth Management
Colorado
$17K
NFG
659
Next Financial Group
Texas
$16K -$15.6K -73 -50%
GLLW
660
Graves Light Lenhart Wealth
Virginia
$16K
Manulife (Manufacturers Life Insurance)
661
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7K -$2.14M -10,025 -14%
SC
662
SouthState Corp
Florida
$13K +$12.8K +60 New
LCM
663
Logan Capital Management
Pennsylvania
$12K
TAIM
664
TD Ameritrade Investment Management
Nebraska
$12K +$12.2K +57 New
PWMG
665
Prestige Wealth Management Group
New Jersey
$11K
AAP
666
Arax Advisory Partners
Colorado
$11K +$214 +1 +2%
FRA
667
Front Row Advisors
California
$10K
Optiver Holding
668
Optiver Holding
Netherlands
$10K
SWA
669
SOA Wealth Advisors
New York
$10K
GI
670
Gradient Investments
Minnesota
$9K -$2.57K -12 -22%
FMII
671
Farmers & Merchants Investments Inc
Nebraska
$9K -$856 -4 -9%
EARNEST Partners
672
EARNEST Partners
Georgia
$9K
Fuller & Thaler Asset Management
673
Fuller & Thaler Asset Management
California
$9K
CA
674
Clearstead Advisors
Ohio
$9K +$5.78K +27 +180%
BWM
675
Baystate Wealth Management
Massachusetts
$9K +$8.99K +42 New

AVY Hedge Fund Activity: Q4 2021 in Review

720 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2021, worth a combined $15.8B — up 4.6% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AVY positions and 61 closed out — a net gain of 49 holders — while 246 added to existing stakes and 234 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $103M. The largest seller was Select Equity Group, cutting an estimated $258M.

  • 720 institutional investors held Avery Dennison (AVY) as of Q4 2021, up from 680 in Q3 2021.
  • Funds reported $15.8B of Avery Dennison stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 110 funds opened new Avery Dennison positions in Q4 2021 and 61 closed out, a net change of +49 holders.
  • The largest Avery Dennison buyer in Q4 2021 was Lord, Abbett & Co, an estimated $103M added.
  • The largest Avery Dennison seller in Q4 2021 was Select Equity Group, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2021.