Avery Dennison
596 hedge funds and large institutions have $8.07B invested in Avery Dennison in 2018 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 170 increasing their positions, 246 reducing their positions, and 58 closing their positions.
38% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 58
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
3% more funds holding
Funds holding: 581 → 596 (+15)
0.65% more ownership
Funds ownership: 85.88% → 86.53% (+0.65%)
7% less capital invested
Capital invested by funds: $8.66B → $8.07B (-$588M)
30% less call options, than puts
Call options by funds: $13.6M | Put options by funds: $19.5M
31% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 246
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$89.4M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$74.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$56.6M |
| 4 |
Lazard Asset Management
New York
|
+$56.4M |
| 5 |
Janus Henderson Group
London,
|
+$53.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$120M |
| 2 |
Goldman Sachs
New York
|
-$82.1M |
| 3 |
Bank of New York Mellon
New York
|
-$42.4M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$35.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.8M |
AVY Hedge Fund Activity: Q1 2018 in Review
596 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q1 2018, worth a combined $8.07B — down 6.8% from $8.66B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new AVY positions and 58 closed out — a net gain of 22 holders — while 170 added to existing stakes and 246 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $89.4M. The largest seller was Victory Capital Management, cutting an estimated $120M.
- 596 institutional investors held Avery Dennison (AVY) as of Q1 2018, up from 581 in Q4 2017.
- Funds reported $8.07B of Avery Dennison stock for Q1 2018, down 6.8% quarter-over-quarter.
- 80 funds opened new Avery Dennison positions in Q1 2018 and 58 closed out, a net change of +22 holders.
- The largest Avery Dennison buyer in Q1 2018 was JP Morgan Chase, an estimated $89.4M added.
- The largest Avery Dennison seller in Q1 2018 was Victory Capital Management, an estimated $120M sold.
Based on aggregated 13F filings for Q1 2018.