We are live on ! Find out more
AVY icon

Avery Dennison

794 hedge funds and large institutions have $16.3B invested in Avery Dennison in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 285 increasing their positions, 257 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 257

3% more funds holding

Funds holding: 774794 (+20)

2% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $17.9M

0.65% more ownership

Funds ownership: 91.74%92.39% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $16.5B → $16.3B (-$203M)

Holders
794
Holders Change
+20
Holders Change %
+2.58%
% of All Funds
11.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
95
Increased
285
Reduced
257
Closed
61
Calls
$18.2M
Puts
$17.9M
Net Calls
+$328K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
776
True Wealth Design
Ohio
$1.53K +$444 +2 +40%
BIA
777
Bell Investment Advisors
California
$1.31K
FNWA
778
Financial Network Wealth Advisors
Utah
$1.31K +$1.33K +6 New
CPG
779
Custom Portfolio Group
Colorado
$1.09K
HWP
780
Highline Wealth Partners
California
$1.09K
PSB
781
Piscataqua Savings Bank
New Hampshire
$1.09K
LIA
782
Lynx Investment Advisory
District of Columbia
$1.09K +$1.11K +5 New
SIS
783
Sound Income Strategies
Florida
$1.09K +$1.11K +5 New
CAL
784
Capital Advisors Ltd
Ohio
$1K -$222 -1 -25%
PCM
785
Penserra Capital Management
California
$1K
AW
786
Avion Wealth
Texas
$1K +$444 +2 +67%
TCM
787
Tradewinds Capital Management
Washington
$875 +$888 +4 New
CAM
788
ClariVest Asset Management
California
$670
KFI
789
Key Financial Inc
Pennsylvania
$656 +$666 +3 New
WIA
790
Wetzel Investment Advisors
Indiana
$447 -$11.3K -51 -96%
HCP
791
Hexagon Capital Partners
Arkansas
$438
TSMHT
792
Thurston Springer Miller Herd & Titak
Indiana
$437 -$98.1K -442 -100%
AP
793
Aspect Partners
Virginia
$219
TFM
794
TFC Financial Management
Massachusetts
$219
DWM
795
Dogwood Wealth Management
Kansas
$2
Balyasny Asset Management
796
Balyasny Asset Management
Illinois
-$73.3M -328,359 Closed
TAM
797
Todd Asset Management
Kentucky
-$10.6M -47,504 Closed
AIG
798
American International Group
New York
-$4.75M -21,285 Closed
MCM
799
Moore Capital Management
New York
-$4.74M -21,226 Closed
WAM
800
Weiss Asset Management
Massachusetts
-$3.91M -17,498 Closed

AVY Hedge Fund Activity: Q2 2024 in Review

794 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q2 2024, worth a combined $16.3B — down 1.2% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AVY positions and 61 closed out — a net gain of 34 holders — while 285 added to existing stakes and 257 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $103M. The largest seller was Ameriprise, cutting an estimated $92.6M.

  • 794 institutional investors held Avery Dennison (AVY) as of Q2 2024, up from 774 in Q1 2024.
  • Funds reported $16.3B of Avery Dennison stock for Q2 2024, down 1.2% quarter-over-quarter.
  • 95 funds opened new Avery Dennison positions in Q2 2024 and 61 closed out, a net change of +34 holders.
  • The largest Avery Dennison buyer in Q2 2024 was Swedbank, an estimated $103M added.
  • The largest Avery Dennison seller in Q2 2024 was Ameriprise, an estimated $92.6M sold.

Based on aggregated 13F filings for Q2 2024.