We are live on ! Find out more
AVY icon

Avery Dennison
AVY

733 hedge funds and large institutions have $15.6B invested in Avery Dennison in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 232 increasing their positions, 262 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 60

12% more capital invested

Capital invested by funds: $13.9B → $15.6B (+$1.65B)

6% more funds holding

Funds holding: 692 → 733 (+41)

2.62% more ownership

Funds ownership: 94.42% → 97.04% (+2.6%)

11% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 262

78% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $90.5M

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
733
Holders Change
+41
Holders Change %
+5.92%
% of All Funds
10.69%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
111
Increased
232
Reduced
262
Closed
60
Calls
$20.2M
Puts
$90.5M
Net Calls
-$70.2M
Net Calls Change
-$45M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$331M
2
Cerity Partners
Cerity Partners
New York
+$217M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$45.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$35.6M
5
Goldman Sachs
Goldman Sachs
New York
+$29.2M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$62M
2
Millennium Management
Millennium Management
New York
-$56.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$43.5M
4
SBH
Segall Bryant & Hamill
Illinois
-$41.3M
5
CVA
Ceredex Value Advisors
Florida
-$29.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
726
Financial Gravity Asset Management
Texas
$588 +$187 +1 +100%
HCP
727
Hexagon Capital Partners
Arkansas
$405 – – –
TWD
728
True Wealth Design
Ohio
$405 – – –
TWP
729
TFO Wealth Partners
Ohio
$404 – – –
AIMA
730
Ables Iannone Moore & Associates
Georgia
$202 +$187 +1 New
AP
731
Aspect Partners
Virginia
$202 +$187 +1 New
SVCP
732
Silicon Valley Capital Partners
California
$19 – – –
DWM
733
Dogwood Wealth Management
Kansas
$3 – – –
SAM
734
Scopus Asset Management
New York
– -$18.3M -100,001 Closed
CC
735
Cartenna Capital
Connecticut
– -$16.4M -90,000 Closed
AWAM
736
Appian Way Asset Management
New York
– -$12.6M -69,092 Closed
VA
737
Vident Advisory
Georgia
– -$12M -65,858 Closed
Holocene Advisors
738
Holocene Advisors
New York
– -$9.68M -52,975 Closed
WP
739
Woodline Partners
California
– -$9.41M -51,497 Closed
MCM
740
Moore Capital Management
New York
– -$7.98M -43,679 Closed
WAM
741
Wolverine Asset Management
Illinois
– -$5.11M -28,000 Closed
CCS
742
Concentric Capital Strategies
Connecticut
– -$4.05M -22,162 Closed
LOAME
743
Lombard Odier Asset Management (Europe)
United Kingdom
– -$3.9M -21,369 Closed
Walleye Capital
744
Walleye Capital
New York
– -$3.2M -17,112 Closed
Marshall Wace
745
Marshall Wace
United Kingdom
– -$2.06M -11,278 Closed
VanEck Associates
746
VanEck Associates
New York
– -$2M -10,931 Closed
LA
747
LBP AM
France
– -$1.08M -5,938 Closed
BPC
748
Banque Pictet & Cie
Switzerland
– -$1M -5,477 Closed
PA
749
PFG Advisors
Arizona
– -$765K -4,187 Closed
WCA
750
Waratah Capital Advisors
Ontario, Canada
– -$709K -3,883 Closed
28 29
30
31 32

AVY Hedge Fund Activity: Q4 2023 in Review

733 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2023, worth a combined $15.6B — up 12% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new AVY positions and 60 closed out — a net gain of 51 holders — while 232 added to existing stakes and 262 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $331M. The largest seller was Victory Capital Management, cutting an estimated $62M.

  • 733 institutional investors held Avery Dennison (AVY) as of Q4 2023, up from 692 in Q3 2023.
  • Funds reported $15.6B of Avery Dennison stock for Q4 2023, up 12% quarter-over-quarter.
  • 111 funds opened new Avery Dennison positions in Q4 2023 and 60 closed out, a net change of +51 holders.
  • The largest Avery Dennison buyer in Q4 2023 was Morgan Stanley, an estimated $331M added.
  • The largest Avery Dennison seller in Q4 2023 was Victory Capital Management, an estimated $62M sold.

Based on aggregated 13F filings for Q4 2023.