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Avery Dennison

797 hedge funds and large institutions have $14B invested in Avery Dennison in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 264 increasing their positions, 284 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 106

0.17% more ownership

Funds ownership: 92.89%93.06% (+0.17%)

1% less funds holding

Funds holding: 803797 (-6)

7% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 284

15% less capital invested

Capital invested by funds: $16.5B → $14B (-$2.51B)

86% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $86.3M

Holders
797
Holders Change
-6
Holders Change %
-0.75%
% of All Funds
10.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
118
Increased
264
Reduced
284
Closed
106
Calls
$11.9M
Puts
$86.3M
Net Calls
-$74.4M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
726
First Pacific Financial
Washington
$5.99K +$6.53K +32 New
CMBA
727
C.M. Bidwell & Associates
Hawaii
$5.99K
DJSG
728
D.J. St. Germain
Massachusetts
$5.61K
CWM
729
Copia Wealth Management
Oregon
$5.61K +$6.12K +30 New
SIM
730
Synergy Investment Management
Florida
$5.54K +$6.12K +30 New
WA
731
Whipplewood Advisors
Colorado
$5.43K +$5.92K +29 New
MHR
732
Matthew Hamilton Rosenberg
$5.05K
TFA
733
Transamerica Financial Advisors
Florida
$5K +$4.9K +24 +1,200%
FFO
734
Fortitude Family Office
Arizona
$4.87K
CWM
735
Centricity Wealth Management
Ohio
$4.87K +$5.31K +26 New
FWA
736
Flagship Wealth Advisors
Massachusetts
$4.87K +$5.31K +26 New
FFA
737
Frazier Financial Advisors
Ohio
$4.68K
AWM
738
Abound Wealth Management
Tennessee
$4.68K
BWAM
739
Boyd Watterson Asset Management
Ohio
$4.68K
GTAM
740
Global Trust Asset Management
Florida
$4.68K +$5.1K +25 New
LI
741
LRI Investments
Florida
$4.49K
FNWA
742
Financial Network Wealth Advisors
Utah
$4.49K +$1.43K +7 +41%
APF
743
Alaska Permanent Fund
Alaska
$4.3K
SC
744
Solstein Capital
California
$4.3K
DF
745
Dunhill Financial
United Kingdom
$3.97K -$9.39K -46 -69%
WTC
746
WhitTier Trust Company
Nevada
$3.93K -$3.06K -15 -42%
HIW
747
Holos Integrated Wealth
Pennsylvania
$3.74K +$4.08K +20 New
BGAI
748
Bruce G. Allen Investments
Colorado
$3.56K +$1.84K +9 +90%
GFPC
749
Global Financial Private Client
Florida
$3.18K +$816 +4 +31%
BWL
750
Bogart Wealth LLC
Virginia
$2.99K

AVY Hedge Fund Activity: Q4 2024 in Review

797 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2024, worth a combined $14B — down 15% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AVY positions and 106 closed out — a net gain of 12 holders — while 264 added to existing stakes and 284 trimmed.

The largest buyer was Ameriprise, adding an estimated $51.1M. The largest seller was Fidelity Investments, cutting an estimated $73.8M.

  • 797 institutional investors held Avery Dennison (AVY) as of Q4 2024, down from 803 in Q3 2024.
  • Funds reported $14B of Avery Dennison stock for Q4 2024, down 15% quarter-over-quarter.
  • 118 funds opened new Avery Dennison positions in Q4 2024 and 106 closed out, a net change of +12 holders.
  • The largest Avery Dennison buyer in Q4 2024 was Ameriprise, an estimated $51.1M added.
  • The largest Avery Dennison seller in Q4 2024 was Fidelity Investments, an estimated $73.8M sold.

Based on aggregated 13F filings for Q4 2024.