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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
TWD
776
True Wealth Design
Ohio
$1.31K +$204 +1 +17%
PSFG
777
Park Square Financial Group
Georgia
$1.31K +$1.43K +7 New
BIA
778
Bell Investment Advisors
California
$1.12K
CF
779
Conquis Financial
California
$1.12K +$1.22K +6 New
HWP
780
Highline Wealth Partners
California
$944
SIS
781
Sound Income Strategies
Florida
$936
PSB
782
Piscataqua Savings Bank
New Hampshire
$935
TCM
783
Tradewinds Capital Management
Washington
$749
KFI
784
Key Financial Inc
Pennsylvania
$561
PWA
785
Principia Wealth Advisory
Texas
$561 +$612 +3 New
NS
786
NBC Securities
Alabama
$389 -$419K -2,052 -100%
PWM
787
Parkworth Wealth Management
California
$374 +$408 +2 New
WW
788
Winnow Wealth
Texas
$273 +$408 +2 New
TFM
789
TFC Financial Management
Massachusetts
$188
RPA
790
Redwood Park Advisors
California
$188 +$204 +1 New
AA
791
Ancora Advisors
Ohio
$187
AP
792
Aspect Partners
Virginia
$187
AWM
793
Activest Wealth Management
Florida
$187 +$204 +1 New
MMCM
794
Murphy & Mullick Capital Management
New York
$187 +$204 +1 New
NL
795
NVWM LLC
Pennsylvania
$187 +$204 +1 New
SSG
796
Summit Securities Group
New York
$187 +$204 +1 New
Jennison Associates
797
Jennison Associates
New York
-$37.9M -171,763 Closed
Janney Montgomery Scott
798
Janney Montgomery Scott
Pennsylvania
-$35.2M -159,531 Closed
Point72 Asset Management
799
Point72 Asset Management
Connecticut
-$13.7M -62,167 Closed
CSS
800
Cubist Systematic Strategies
Connecticut
-$13.3M -60,232 Closed

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.