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Avery Dennison

707 hedge funds and large institutions have $13.3B invested in Avery Dennison in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 238 increasing their positions, 254 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

2% more funds holding

Funds holding: 691707 (+16)

0.28% more ownership

Funds ownership: 91.76%92.04% (+0.28%)

0% more capital invested

Capital invested by funds: $13.3B → $13.3B (+$13.6M)

6% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 254

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

72% less call options, than puts

Call options by funds: $8M | Put options by funds: $28.8M

Holders
707
Holders Change
+16
Holders Change %
+2.32%
% of All Funds
11.27%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
78
Increased
238
Reduced
254
Closed
53
Calls
$8M
Puts
$28.8M
Net Calls
-$20.8M
Net Calls Change
+$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
651
Westside Investment Management
California
$6.8K
SC
652
Schubert & Co
Texas
$6.62K -$2.36K -13 -26%
TF
653
TimeScale Financial
Massachusetts
$6.44K
BCM
654
Birch Capital Management
Texas
$6.1K
FMP
655
Financial Management Professionals
Texas
$6K
DWA
656
Delos Wealth Advisors
Texas
$5.91K
Fisher Asset Management
657
Fisher Asset Management
Washington
$5.9K +$6K +33 New
CMBA
658
C.M. Bidwell & Associates
Hawaii
$5.73K
SWA
659
SOA Wealth Advisors
New York
$5.73K
BWAM
660
Boyd Watterson Asset Management
Ohio
$5.55K -$247K -1,360 -98%
AF
661
Advisornet Financial
Minnesota
$5.55K -$545 -3 -9%
NIC
662
Northwest Investment Counselors
Oregon
$5.55K
GWS
663
Glassman Wealth Services
Virginia
$5.37K
TAIM
664
TD Ameritrade Investment Management
Nebraska
$5K
VCM
665
Versant Capital Management
Arizona
$4.81K
AWM
666
Abound Wealth Management
Tennessee
$4.47K +$3.81K +21 +525%
IA
667
IFP Advisors
Florida
$4.13K -$201K -1,106 -90%
SC
668
Solstein Capital
California
$4.12K
N
669
Natixis
France
$3.76K -$348K -1,915 -99%
WTC
670
WhitTier Trust Company
Nevada
$3.76K +$3.81K +21 New
OLVIG
671
Oliver Lagore Vanvalin Investment Group
Michigan
$3.22K
MWM
672
Mascoma Wealth Management
New Hampshire
$3.14K
BWL
673
Bogart Wealth LLC
Virginia
$2.86K +$2.36K +13 +433%
AP
674
Arlington Partners
Alabama
$2.86K +$2.91K +16 New
SIC
675
SJS Investment Consulting
Ohio
$2.51K -$1.27K -7 -33%