We are live on ! Find out more
AVY icon

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
FFM
851
Forum Financial Management
Illinois
-$234K -1,058 Closed
IAN
852
Integrated Advisors Network
Texas
-$233K -1,055 Closed
SMA
853
Sage Mountain Advisors
Georgia
-$231K -1,046 Closed
NIMI
854
Natixis Investment Managers International
France
-$230K -1,040 Closed
AWA
855
Aaron Wealth Advisors
Illinois
-$227K -1,027 Closed
SWM
856
Seed Wealth Management
Illinois
-$225K -1,020 Closed
CP
857
Canopy Partners
Ohio
-$223K -1,010 Closed
ZF
858
Zhang Financial
Michigan
-$222K -1,007 Closed
LTAS
859
Linden Thomas Advisory Services
North Carolina
-$222K -1,006 Closed
CS
860
Cannell & Spears
New York
-$221K -1,000 Closed
ST
861
Sabal Trust
Florida
-$221K -1,000 Closed
SLA
862
Silver Lake Advisory
Utah
-$221K -1,000 Closed
SI
863
Seeds Investor
New York
-$215K -974 Closed
NIM
864
NEOS Investment Management
Connecticut
-$215K -972 Closed
SC
865
Sapient Capital
Indiana
-$213K -966 Closed
HFS
866
Heritage Financial Services
Massachusetts
-$210K -950 Closed
BAM
867
Blueshift Asset Management
New Jersey
-$207K -939 Closed
OIA
868
OneDigital Investment Advisors
Kansas
-$207K -937 Closed
HAIM
869
Hunter Associates Investment Management
Pennsylvania
-$204K -923 Closed
CIC
870
Carnegie Investment Counsel
Ohio
-$202K -915 Closed
CGL
871
Clarius Group LLC
Washington
-$201K -914 Closed
EWM
872
Empirical Wealth Management
Washington
-$200K -908 Closed
NC
873
nVerses Capital
Florida
-$177K -800 Closed
PAM
874
Paradigm Asset Management
New York
-$155K -700 Closed
IWA
875
Icon Wealth Advisors
Texas
-$113K -514 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.