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Avery Dennison

803 hedge funds and large institutions have $16.5B invested in Avery Dennison in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 277 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 80

1% more funds holding

Funds holding: 794803 (+9)

1% more capital invested

Capital invested by funds: $16.3B → $16.5B (+$230M)

0.5% more ownership

Funds ownership: 92.39%92.89% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 277

84% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $104M

Holders
803
Holders Change
+9
Holders Change %
+1.13%
% of All Funds
11.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
277
Reduced
277
Closed
80
Calls
$16.1M
Puts
$104M
Net Calls
-$87.8M
Net Calls Change
-$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
701
Arax Advisory Partners
Colorado
$28.7K +$21.2K +98 +306%
LFA
702
LGT Financial Advisors
Texas
$28.6K -$23.5K -109 -46%
PWMG
703
Prestige Wealth Management Group
New Jersey
$27.8K
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$25.2K +$7.56K +35 +44%
FUBT
705
First United Bank & Trust
Maryland
$23.4K
CH
706
Canton Hathaway
Rhode Island
$23K
TFIPS
707
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.1K
C
708
Covestor
United Kingdom
$22K -$432 -2 -2%
AS
709
Altshuler Shaham
Israel
$21.6K +$21.2K +98 New
OA
710
Operose Advisors
Wisconsin
$21K
EC
711
Elequin Capital
New York
$20.5K +$20.1K +93 New
EWA
712
EverSource Wealth Advisors
Alabama
$20.3K +$6.48K +30 +48%
CCM
713
Chilton Capital Management
Texas
$18.3K +$17.9K +83 New
NAAA
714
New Age Alpha Advisors
New York
$17.7K +$17.3K +80 New
CCA
715
Catalyst Capital Advisors
New York
$16.8K +$16.4K +76 New
WWP
716
WR Wealth Planners
Missouri
$16.1K +$3.24K +15 +26%
BONH
717
Bank of New Hampshire
New Hampshire
$15.5K -$130K -600 -90%
SC
718
SouthState Corp
Florida
$15.5K
DF
719
Dunhill Financial
United Kingdom
$14.8K +$1.94K +9 +16%
HGA
720
Hobbs Group Advisors
South Carolina
$14.1K +$13.8K +64 New
PK
721
Pflug Koory
Nebraska
$14.1K +$13.8K +64 New
MTC
722
Matrix Trust Company
Colorado
$14K +$14K +65 New
CCA
723
Criterion Capital Advisors
Tennessee
$14K
WPA
724
West Paces Advisors
Georgia
$13.2K -$1.51K -7 -10%
HCM
725
Hollencrest Capital Management
California
$13.2K

AVY Hedge Fund Activity: Q3 2024 in Review

803 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q3 2024, worth a combined $16.5B — up 1.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AVY positions and 80 closed out — a net gain of 17 holders — while 277 added to existing stakes and 277 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $99.9M. The largest seller was Truist Financial, cutting an estimated $153M.

  • 803 institutional investors held Avery Dennison (AVY) as of Q3 2024, up from 794 in Q2 2024.
  • Funds reported $16.5B of Avery Dennison stock for Q3 2024, up 1.4% quarter-over-quarter.
  • 97 funds opened new Avery Dennison positions in Q3 2024 and 80 closed out, a net change of +17 holders.
  • The largest Avery Dennison buyer in Q3 2024 was Morgan Stanley, an estimated $99.9M added.
  • The largest Avery Dennison seller in Q3 2024 was Truist Financial, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.