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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
HDIM
676
Hanson & Doremus Investment Management
Vermont
$8K
TF
677
TimeScale Financial
Massachusetts
$8K
CMBA
678
C.M. Bidwell & Associates
Hawaii
$7K
NIC
679
Northwest Investment Counselors
Oregon
$7K +$6.63K +31 New
DWA
680
Delos Wealth Advisors
Texas
$7K +$7.06K +33 New
PFBT
681
Parkside Financial Bank & Trust
Missouri
$6K -$214 -1 -4%
VCM
682
Versant Capital Management
Arizona
$6K
WWM
683
Wolff Wiese Magana
California
$6K +$5.99K +28 New
FAG
684
Fortitude Advisory Group
Washington
$6K +$6.21K +29 New
PMFA
685
Plante Moran Financial Advisors
Michigan
$6K +$6.21K +29 New
SC
686
Solstein Capital
California
$5K
TSWM
687
Tyler-Stone Wealth Management
Ohio
$5K +$4.92K +23 New
SFG
688
Steward Financial Group
Texas
$5K +$5.35K +25 New
ZB
689
Zions Bancorporation
Utah
$4K
GWS
690
Glassman Wealth Services
Virginia
$4K +$1.93K +9 +82%
JWA
691
JFS Wealth Advisors
Pennsylvania
$4K +$4.07K +19 New
CWC
692
Carolinas Wealth Consulting
North Carolina
$3K
JFA
693
JNBA Financial Advisors
Minnesota
$3K
RG
694
Retirement Group
California
$3K
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$3K +$856 +4 +50%
MCM
696
MV Capital Management
Maryland
$3K +$1.71K +8 +114%
AFG
697
Albion Financial Group
Utah
$3K +$2.57K +12 New
KFP
698
KB Financial Partners
New Jersey
$3K +$2.57K +12 New
SC
699
Schubert & Co
Texas
$3K +$3K +14 New
HR
700
Howe & Rusling
New York
$2K

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.