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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
UF
751
Univest Financial
Pennsylvania
-$307K -1,479 Closed
SBIA
752
Sheaff Brock Investment Advisors
Indiana
-$302K -1,461 Closed
IEFM
753
IQ EQ Fund Management
Ireland
-$270K -1,301 Closed
MC
754
Machina Capital
France
-$269K -1,300 Closed
ACM
755
Advisors Capital Management
New Jersey
-$260K -1,256 Closed
CC
756
Centiva Capital
New York
-$216K -1,042 Closed
MS
757
Maven Securities
Jersey
-$208K -1,003 Closed
MCM
758
MAI Capital Management
Ohio
-$206K -994 Closed
NICM
759
Neo Ivy Capital Management
New York
-$109K -959 Closed
Group One Trading
760
Group One Trading
Illinois
-$197K -949 Closed
MFT
761
Moisand Fitzgerald Tamayo
Florida
-$114K -550 Closed
KIG
762
Kowal Investment Group
Wisconsin
-$91K -439 Closed
CPC
763
Consolidated Planning Corp
Georgia
-$69K -335 Closed
CI
764
CX Institutional
Indiana
-$62K -300 Closed
MIFH
765
Migdal Insurance & Financial Holdings
Israel
-$48K -233 Closed
SOW
766
State of Wyoming
Wyoming
-$42K -201 Closed
MA
767
MCF Advisors
Kentucky
-$29K -138 Closed
FAM
768
Fred Alger Management
New York
-$22K -106 Closed
CMF
769
Counterpoint Mutual Funds
California
-$20K -96 Closed
RA
770
Resolute Advisors
California
-$16K -76 Closed
CFA
771
Cahill Financial Advisors
Minnesota
-$13K -64 Closed
DOA
772
D'Orazio & Associates
Virginia
-$11K -54 Closed
GRP
773
Global Retirement Partners
California
-$11K -51 Closed
AWA
774
Arkadios Wealth Advisors
Georgia
-$10K -50 Closed
AS
775
Altshuler Shaham
Israel
-$7K -35 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.