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Avery Dennison
AVY

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: 670 → 691 (+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: 8 → 7 (-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

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$126M
2
CAM
Congress Asset Management
Massachusetts
+$101M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$98.5M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$58.8M
5
Morgan Stanley
Morgan Stanley
New York
+$42.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$75.4M
2
N
Nuveen
North Carolina
-$68.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$60.7M
4
Man Group
Man Group
United Kingdom
-$52.7M
5
Amundi
Amundi
France
-$40.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
651
Heritage Wealth Management (Arizona)
Arizona
$5.07K +$2.5K +14 +100%
TAIM
652
TD Ameritrade Investment Management
Nebraska
$5K -$17.5K -98 -78%
VCM
653
Versant Capital Management
Arizona
$4.89K – – –
SC
654
Solstein Capital
California
$4.16K – – –
CAL
655
Capital Advisors Ltd
Ohio
$4K -$891 -5 -19%
TSWM
656
Tyler-Stone Wealth Management
Ohio
$4K – – –
SIC
657
SJS Investment Consulting
Ohio
$3.8K +$2.14K +12 +133%
AssetMark Inc
658
AssetMark Inc
California
$3.44K -$2.5K -14 -42%
DI
659
Disciplined Investments
Oklahoma
$3.44K +$356 +2 +12%
MWM
660
Mascoma Wealth Management
New Hampshire
$3.26K -$43.5K -244 -93%
OLVIG
661
Oliver Lagore Vanvalin Investment Group
Michigan
$3.26K – – –
AWM
662
Accurate Wealth Management
Florida
$3.04K +$2.85K +16 New
HCP
663
Hexagon Capital Partners
Arkansas
$2.9K -$1.96K -11 -41%
BHWM
664
Beaird Harris Wealth Management
Texas
$2.9K +$2.85K +16 New
BIA
665
Bell Investment Advisors
California
$2.71K +$1.07K +6 +67%
JFA
666
JNBA Financial Advisors
Minnesota
$2.35K – – –
BWM
667
BerganKDV Wealth Management
Minnesota
$2.05K -$1.25K -7 -39%
MUMSS
668
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K -$3.56K -20 -67%
SC
669
Sierra Capital
Florida
$2K – – –
GKIM
670
GW&K Investment Management
Massachusetts
$2K +$1.96K +11 New
ME
671
McIlrath & Eck
Washington
$1.81K – – –
LCM
672
Logan Capital Management
Pennsylvania
$1.63K – – –
BA
673
Bellwether Advisors
Nebraska
$1.45K – – –
AFG
674
Albion Financial Group
Utah
$1.09K – – –
GWM
675
Geneos Wealth Management
Colorado
$1.09K – – –
25 26
27
28 29

AVY Hedge Fund Activity: Q4 2022 in Review

691 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2022, worth a combined $13.3B — up 12% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AVY positions and 61 closed out — a net gain of 33 holders — while 230 added to existing stakes and 227 trimmed.

The largest buyer was Truist Financial, adding an estimated $126M. The largest seller was Millennium Management, cutting an estimated $75.4M.

  • 691 institutional investors held Avery Dennison (AVY) as of Q4 2022, up from 670 in Q3 2022.
  • Funds reported $13.3B of Avery Dennison stock for Q4 2022, up 12% quarter-over-quarter.
  • 94 funds opened new Avery Dennison positions in Q4 2022 and 61 closed out, a net change of +33 holders.
  • The largest Avery Dennison buyer in Q4 2022 was Truist Financial, an estimated $126M added.
  • The largest Avery Dennison seller in Q4 2022 was Millennium Management, an estimated $75.4M sold.

Based on aggregated 13F filings for Q4 2022.