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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
AF
751
Atala Financial
California
$2.81K +$3.06K +15 New
CPG
752
Cornerstone Planning Group
New Jersey
$2.74K
AFG
753
Albion Financial Group
Utah
$2.62K
HEIP
754
Hudson Edge Investment Partners
New Jersey
$2.62K
NC
755
NewSquare Capital
Pennsylvania
$2.62K +$2.86K +14 New
SIC
756
SJS Investment Consulting
Ohio
$2.43K -$612 -3 -19%
HCP
757
Hexagon Capital Partners
Arkansas
$2.25K -$816 -4 -25%
DPW
758
DiNuzzo Private Wealth
Pennsylvania
$2.25K -$204 -1 -8%
SS
759
SBI Securities
Japan
$2.25K +$2.45K +12 New
T
760
Transce3nd
Texas
$2.25K +$2.45K +12 New
RCM
761
Raleigh Capital Management
North Carolina
$2.06K -$49.8K -244 -96%
CAM
762
Creekmur Asset Management
Illinois
$2.06K
ETS
763
ESL Trust Services
New York
$2.06K
FLP
764
Financial Life Planners
Arizona
$2K +$2.25K +11 New
SO
765
Sierra Ocean
California
$1.89K +$2.04K +10 New
ITIM
766
Indiana Trust & Investment Management
Indiana
$1.87K
GA
767
GoalVest Advisory
New York
$1.87K +$2.04K +10 New
S
768
Sachetta
Massachusetts
$1.69K -$204 -1 -10%
CTWM
769
Cherry Tree Wealth Management
Minnesota
$1.69K
GJIA
770
Glass Jacobson Investment Advisors
Maryland
$1.69K +$1.84K +9 New
SS
771
Sunbelt Securities
Texas
$1.54K
NCM
772
Northwest Capital Management
Oregon
$1.5K
BA
773
Bellwether Advisors
Nebraska
$1.5K +$1.63K +8 New
RWM
774
Ruedi Wealth Management
Illinois
$1.31K
SL
775
Salomon & Ludwin
Virginia
$1.31K

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.