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Avery Dennison

553 hedge funds and large institutions have $7.61B invested in Avery Dennison in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 174 increasing their positions, 232 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.37% less ownership

Funds ownership: 86.55%85.18% (-1.4%)

6% less capital invested

Capital invested by funds: $8.07B → $7.61B (-$459M)

7% less funds holding

Funds holding: 595553 (-42)

25% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 232

39% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $25M

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 75

Holders
553
Holders Change
-42
Holders Change %
-7.06%
% of All Funds
12.66%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
38
Increased
174
Reduced
232
Closed
75
Calls
$15.2M
Puts
$25M
Net Calls
-$9.81M
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$997M -$13M -122,802 -1%
BlackRock
2
BlackRock
New York
$656M -$19M -179,625 -3%
State Street
3
State Street
Massachusetts
$461M -$2.83M -26,770 -0.6%
HA
4
Homestead Advisers
Virginia
$216M -$26.4M -250,000 -11%
Goldman Sachs
5
Goldman Sachs
New York
$201M +$4.17M +39,417 +2%
Invesco
6
Invesco
Georgia
$190M +$57.3M +541,327 +41%
APG Asset Management
7
APG Asset Management
Netherlands
$179M +$27.5M +259,600 +15%
Wells Fargo
8
Wells Fargo
California
$124M -$1.87M -17,715 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$119M -$8.6M -81,305 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$118M +$1.51M +14,243 +1%
Northern Trust
11
Northern Trust
Illinois
$114M -$2.37M -22,396 -2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$112M -$5.8M -54,820 -5%
GT
13
Glenmede Trust
Pennsylvania
$106M -$1.07M -10,156 -1%
Principal Financial Group
14
Principal Financial Group
Iowa
$95.8M +$11.7M +110,450 +13%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$87.6M +$5.62M +53,133 +7%
AAMU
16
AEGON Asset Management (UK)
United Kingdom
$87.4M +$13.9M +131,801 +18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$87.2M -$440K -4,157 -0.5%
CAM
18
Congress Asset Management
Massachusetts
$84.1M -$207K -1,953 -0.2%
Norges Bank
19
Norges Bank
Norway
$83.5M
FMI
20
Fiduciary Management Inc
Wisconsin
$83M +$12M +113,656 +16%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$82.3M +$12.9M +121,700 +18%
Ameriprise
22
Ameriprise
Minnesota
$81.6M +$8.9M +84,125 +12%
Skandinaviska Enskilda Banken (SEB)
23
Skandinaviska Enskilda Banken (SEB)
Sweden
$78.9M +$446K +4,216 +0.5%
Bank of America
24
Bank of America
North Carolina
$78.3M -$6.86M -64,882 -8%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$76.7M -$12M -113,100 -13%

AVY Hedge Fund Activity: Q2 2018 in Review

553 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q2 2018, worth a combined $7.61B — down 5.7% from $8.07B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of AVY and 38 opened new positions — a net loss of 37 holders — while 232 trimmed existing stakes and 174 added.

The largest buyer was Invesco, adding an estimated $57.3M. The largest seller was Victory Capital Management, cutting an estimated $69.7M.

  • 553 institutional investors held Avery Dennison (AVY) as of Q2 2018, down from 595 in Q1 2018.
  • Funds reported $7.61B of Avery Dennison stock for Q2 2018, down 5.7% quarter-over-quarter.
  • 38 funds opened new Avery Dennison positions in Q2 2018 and 75 closed out, a net change of -37 holders.
  • The largest Avery Dennison buyer in Q2 2018 was Invesco, an estimated $57.3M added.
  • The largest Avery Dennison seller in Q2 2018 was Victory Capital Management, an estimated $69.7M sold.

Based on aggregated 13F filings for Q2 2018.