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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
TCWA
701
Ten Capital Wealth Advisors
Washington
$2K
LF
702
Lee Financial
Texas
$2K +$1.71K +8 New
CFRPA
703
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$1.93K +9 New
EWA
704
EverSource Wealth Advisors
Alabama
$2K +$1.93K +9 New
AWA
705
Amplius Wealth Advisors
Pennsylvania
$2K +$2.14K +10 New
SC
706
Sierra Capital
Florida
$2K +$2.14K +10 New
BIA
707
Bell Investment Advisors
California
$1K -$428 -2 -40%
AF
708
Advisornet Financial
Minnesota
$1K
AWM
709
Avior Wealth Management
Nebraska
$1K
BA
710
Bellwether Advisors
Nebraska
$1K
EW
711
Evoke Wealth
California
$1K
FMP
712
Financial Management Professionals
Texas
$1K
UFF
713
USA Financial Formulas
Michigan
$1K
CAL
714
Capital Advisors Ltd
Ohio
$1K +$642 +3 New
PSB
715
Piscataqua Savings Bank
New Hampshire
$1K +$1.07K +5 New
SCA
716
Snowden Capital Advisors
New York
$1K +$1.93K +9 New
CP
717
Castleview Partners
Texas
$49 +$2.27M +10,611 New
FFG
718
Ford Financial Group
California
$17 +$16.9K +79 New
BBHC
719
Brown Brothers Harriman & Co
New York
$5
WorldQuant Millennium Advisors
720
WorldQuant Millennium Advisors
New York
-$14.7M -70,997 Closed
ACI
721
AMP Capital Investors
Australia
-$7.35M -35,466 Closed
Nisa Investment Advisors
722
Nisa Investment Advisors
Missouri
-$6.52K -31,460 Closed
SFI
723
Susquehanna Fundamental Investments
Pennsylvania
-$6.24M -30,136 Closed
Arrowstreet Capital
724
Arrowstreet Capital
Massachusetts
-$4.46M -21,526 Closed
MAM
725
Meeder Asset Management
Ohio
-$3.81M -18,372 Closed

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.