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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
GRP
676
Global Retirement Partners
California
$2.39K -$9.26K -51 -78%
JFA
677
JNBA Financial Advisors
Minnesota
$2.33K
BIA
678
Bell Investment Advisors
California
$2.15K -$545 -3 -20%
BWM
679
BerganKDV Wealth Management
Minnesota
$2.03K
DI
680
Disciplined Investments
Oklahoma
$1.97K -$1.45K -8 -42%
CFO
681
CVA Family Office
Colorado
$1.79K +$908 +5 +100%
NSG
682
Nalls Sherbakoff Group
Tennessee
$1.74K +$1.82K +10 New
TWD
683
True Wealth Design
Ohio
$1.61K +$1.09K +6 +200%
LCM
684
Logan Capital Management
Pennsylvania
$1.61K
CCP
685
Carmel Capital Partners
California
$1.61K +$1.64K +9 New
CAC
686
Core Alternative Capital
Georgia
$1.61K +$1.64K +9 New
BCWM
687
Bartlett & Co Wealth Management
Ohio
$1.43K -$527K -2,900 -100%
BA
688
Bellwether Advisors
Nebraska
$1.43K
SS
689
Sunbelt Securities
Texas
$1.39K +$1.45K +8 New
SIC
690
Salem Investment Counselors
North Carolina
$1.25K +$1.27K +7 New
AFG
691
Albion Financial Group
Utah
$1.07K
BSB
692
Bangor Savings Bank
Maine
$1.07K
GWM
693
Geneos Wealth Management
Colorado
$1.07K
MBFW
694
Morton Brown Family Wealth
Pennsylvania
$1.07K +$1.09K +6 New
BC
695
Bartlett & Co
Ohio
$1K -$527K -2,900 -100%
CAL
696
Capital Advisors Ltd
Ohio
$1K -$3.09K -17 -77%
HGERS
697
Householder Group Estate & Retirement Specialist
Arizona
$1K
HWP
698
Highline Wealth Partners
California
$895
MFT
699
Moisand Fitzgerald Tamayo
Florida
$895
PSB
700
Piscataqua Savings Bank
New Hampshire
$894