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Avery Dennison

566 hedge funds and large institutions have $8.5B invested in Avery Dennison in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 168 increasing their positions, 215 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 57

28% more capital invested

Capital invested by funds: $6.65B → $8.5B (+$1.85B)

4.11% more ownership

Funds ownership: 85.47%89.59% (+4.1%)

2% more funds holding

Funds holding: 553566 (+13)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

22% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 215

46% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $4.87M

Holders
566
Holders Change
+13
Holders Change %
+2.35%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
77
Increased
168
Reduced
215
Closed
57
Calls
$2.61M
Puts
$4.87M
Net Calls
-$2.26M
Net Calls Change
+$1.76M

AVY Hedge Fund Activity: Q1 2019 in Review

566 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q1 2019, worth a combined $8.5B — up 28% from $6.65B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AVY positions and 57 closed out — a net gain of 20 holders — while 168 added to existing stakes and 215 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $225M. The largest seller was Prudential plc, exiting entirely with an estimated $56.8M sold.

  • 566 institutional investors held Avery Dennison (AVY) as of Q1 2019, up from 553 in Q4 2018.
  • Funds reported $8.5B of Avery Dennison stock for Q1 2019, up 28% quarter-over-quarter.
  • 77 funds opened new Avery Dennison positions in Q1 2019 and 57 closed out, a net change of +20 holders.
  • The largest Avery Dennison buyer in Q1 2019 was T. Rowe Price Associates, an estimated $225M added.
  • The largest Avery Dennison seller in Q1 2019 was Prudential plc, an estimated $56.8M sold.

Based on aggregated 13F filings for Q1 2019.