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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
Loomis, Sayles & Company
876
Loomis, Sayles & Company
Massachusetts
-$74K -334 Closed
PHK
877
Point72 Hong Kong
Hong Kong
-$61.2K -277 Closed
CH
878
Canton Hathaway
Rhode Island
-$23K -102 Closed
OA
879
Operose Advisors
Wisconsin
-$21K -95 Closed
EC
880
Elequin Capital
New York
-$20.5K -93 Closed
CCA
881
Catalyst Capital Advisors
New York
-$16.8K -76 Closed
BONH
882
Bank of New Hampshire
New Hampshire
-$15.5K -70 Closed
HGA
883
Hobbs Group Advisors
South Carolina
-$14.1K -64 Closed
BCMLT
884
Beacon Capital Management LLC (Tennessee)
Tennessee
-$12.8K -58 Closed
ATS
885
Ashton Thomas Securities
New York
-$10.4K -47 Closed
GSEP
886
Golden State Equity Partners
California
-$9.71K -44 Closed
BWP
887
Baldwin Wealth Partners
Massachusetts
-$8.83K -40 Closed
WIM
888
Westside Investment Management
California
-$8.39K -38 Closed
APC
889
Aspire Private Capital
North Carolina
-$8.05K -36 Closed
ACM
890
Anfield Capital Management
California
-$5.52K -25 Closed
JIP
891
Jaffetilchin Investment Partners
Florida
-$5.52K -25 Closed
GJWM
892
Gilliland Jeter Wealth Management
Arkansas
-$4.86K -22 Closed
JFGIW
893
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2.21K -10 Closed
TPW
894
Talon Private Wealth
Florida
-$1.54K -7 Closed
FCM
895
Fourpath Capital Management
Oklahoma
-$1.1K -5 Closed
CA
896
Claris Advisors
Missouri
-$883 -4 Closed
RTC
897
Riverview Trust Company
Washington
-$883 -4 Closed
HPC
898
HM Payson & Co
Maine
-$663 -3 Closed
CPA
899
Capital Performance Advisors
California
-$442 -2 Closed
TSMHT
900
Thurston Springer Miller Herd & Titak
Indiana
-$441 -2 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.