Avery Dennison
733 hedge funds and large institutions have $15.6B invested in Avery Dennison in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 232 increasing their positions, 262 reducing their positions, and 60 closing their positions.
85% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 60
12% more capital invested
Capital invested by funds: $13.9B → $15.6B (+$1.65B)
6% more funds holding
Funds holding: 692 → 733 (+41)
2.62% more ownership
Funds ownership: 94.42% → 97.04% (+2.6%)
11% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 262
78% less call options, than puts
Call options by funds: $20.2M | Put options by funds: $90.5M
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$331M |
| 2 |
Cerity Partners
New York
|
+$217M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$45.9M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$35.6M |
| 5 |
Goldman Sachs
New York
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$62M |
| 2 |
Millennium Management
New York
|
-$56.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$43.5M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$41.3M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$29.2M |
AVY Hedge Fund Activity: Q4 2023 in Review
733 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q4 2023, worth a combined $15.6B — up 12% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new AVY positions and 60 closed out — a net gain of 51 holders — while 232 added to existing stakes and 262 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $331M. The largest seller was Victory Capital Management, cutting an estimated $62M.
- 733 institutional investors held Avery Dennison (AVY) as of Q4 2023, up from 692 in Q3 2023.
- Funds reported $15.6B of Avery Dennison stock for Q4 2023, up 12% quarter-over-quarter.
- 111 funds opened new Avery Dennison positions in Q4 2023 and 60 closed out, a net change of +51 holders.
- The largest Avery Dennison buyer in Q4 2023 was Morgan Stanley, an estimated $331M added.
- The largest Avery Dennison seller in Q4 2023 was Victory Capital Management, an estimated $62M sold.
Based on aggregated 13F filings for Q4 2023.