Avery Dennison
AVY
392 hedge funds and large institutions have $4.17B invested in Avery Dennison in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 166 reducing their positions, and 32 closing their positions.
195% more call options, than puts
Call options by funds: $9.21M | Put options by funds: $3.12M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
41% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 32
12% more capital invested
Capital invested by funds: $3.71B → $4.17B (+$459M)
3% more funds holding
Funds holding: 380 → 392 (+12)
0.69% less ownership
Funds ownership: 89.03% → 88.34% (-0.69%)
31% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$34M |
| 2 |
Bank of New York Mellon
New York
|
+$33.9M |
| 3 |
Goldman Sachs
New York
|
+$24.1M |
| 4 |
N
Natixis
Paris,
France
|
+$22.1M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$109M |
| 2 |
JP Morgan Chase
New York
|
-$28.4M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$22.8M |
| 4 |
RIM
RS Investment Management
San Francisco,
California
|
-$21.4M |
| 5 |
Neuberger Berman Group
New York
|
-$18.4M |
AVY Hedge Fund Activity: Q4 2013 in Review
392 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2013, worth a combined $4.17B — up 12% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AVY positions and 32 closed out — a net gain of 13 holders — while 115 added to existing stakes and 166 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $109M.
- 392 institutional investors held Avery Dennison (AVY) as of Q4 2013, up from 380 in Q3 2013.
- Funds reported $4.17B of Avery Dennison stock for Q4 2013, up 12% quarter-over-quarter.
- 45 funds opened new Avery Dennison positions in Q4 2013 and 32 closed out, a net change of +13 holders.
- The largest Avery Dennison buyer in Q4 2013 was Allianz Asset Management, an estimated $34M added.
- The largest Avery Dennison seller in Q4 2013 was Fidelity Investments, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2013.