AVY icon

Avery Dennison
AVY

Overview Fund Activity

703 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, 236 increasing their positions, 253 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+16
Holders Change %
+2.33%
% of All Funds
11.25%
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
236
Reduced
253
Closed
53
Calls
$8M
Puts
$28.8M
Net Calls
-$20.8M
Net Calls Change
+$64.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$397M
2
CVA
Ceredex Value Advisors
Florida
$95.8M
3
Truist Financial
Truist Financial
North Carolina
$195M
4
Swedbank
Swedbank
Sweden
$48.8M
5
SCM
Scopia Capital Management
New York
$31.6M

Top Sellers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$20.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$128M
3
Lazard Asset Management
Lazard Asset Management
New York
$299M
4
APG Asset Management
APG Asset Management
Netherlands
$517K
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
676
Disciplined Investments
Oklahoma
$1.97K -$1.43K -8 -42%
CFO
677
CVA Family Office
Colorado
$1.79K +$895 +5 +100%
NSG
678
Nalls Sherbakoff Group
Tennessee
$1.74K +$1.74K +10 New
TWD
679
True Wealth Design
Ohio
$1.61K +$1.07K +6 +200%
LCM
680
Logan Capital Management
Pennsylvania
$1.61K – – –
CAC
681
Core Alternative Capital
Georgia
$1.61K +$1.61K +9 New
CCP
682
Carmel Capital Partners
California
$1.61K +$1.61K +9 New
BCWM
683
Bartlett & Co Wealth Management
Ohio
$1.43K -$519K -2,900 -100%
BA
684
Bellwether Advisors
Nebraska
$1.43K – – –
SS
685
Sunbelt Securities
Texas
$1.39K +$1.39K +8 New
SIC
686
Salem Investment Counselors
North Carolina
$1.25K +$1.25K +7 New
BSB
687
Bangor Savings Bank
Maine
$1.07K – – –
AFG
688
Albion Financial Group
Utah
$1.07K – – –
GWM
689
Geneos Wealth Management
Colorado
$1.07K – – –
MBFW
690
Morton Brown Family Wealth
Pennsylvania
$1.07K +$1.07K +6 New
BC
691
Bartlett & Co
Ohio
$1K -$363K -2,900 -100%
CAL
692
Capital Advisors Ltd
Ohio
$1K -$3.4K -17 -77%
HGERS
693
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
HWP
694
Highline Wealth Partners
California
$895 – – –
MFT
695
Moisand Fitzgerald Tamayo
Florida
$895 – – –
PSB
696
Piscataqua Savings Bank
New Hampshire
$894 – – –
CBT
697
Central Bank & Trust
Kentucky
$894 +$894 +5 New
NSIM
698
North Star Investment Management
Illinois
$537 – – –
UFF
699
USA Financial Formulas
Michigan
$537 +$537 +3 New
TWP
700
TFO Wealth Partners
Ohio
$358 +$179 +1 +100%
26 27
28
29 30