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Avery Dennison

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: 670691 (+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: 87 (-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
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