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Avery Dennison

535 hedge funds and large institutions have $8.73B invested in Avery Dennison in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 200 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $11.1M

4% more capital invested

Capital invested by funds: $8.42B → $8.73B (+$306M)

0.06% more ownership

Funds ownership: 89.53%89.59% (+0.06%)

5% less funds holding

Funds holding: 565535 (-30)

13% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 200

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 72

Holders
535
Holders Change
-30
Holders Change %
-5.31%
% of All Funds
11.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
51
Increased
175
Reduced
200
Closed
72
Calls
$14.6M
Puts
$11.1M
Net Calls
+$3.58M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B -$58.9M -538,145 -5%
BlackRock
2
BlackRock
New York
$720M +$1.67M +15,303 +0.2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$643M +$68.5M +626,277 +13%
State Street
4
State Street
Massachusetts
$467M -$9.86M -90,124 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$330M -$22M -201,484 -6%
Boston Partners
6
Boston Partners
Massachusetts
$239M +$46.9M +428,743 +26%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$217M +$128M +1,167,811 +165%
Invesco
8
Invesco
Georgia
$216M +$25.5M +233,009 +14%
Victory Capital Management
9
Victory Capital Management
Texas
$215M +$88.5M +808,710 +77%
HA
10
Homestead Advisers
Virginia
$193M
FMI
11
Fiduciary Management Inc
Wisconsin
$182M -$1.66M -15,190 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$142M +$5.11M +46,715 +4%
MWNA
13
Marshall Wace North America
New York
$119M +$58.2M +531,517 +106%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$119M +$11.5M +104,700 +11%
Northern Trust
15
Northern Trust
Illinois
$118M +$1.68M +15,323 +2%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$115M -$11.7M -106,819 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$113M +$5.29M +48,360 +5%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$109M +$4.26M +38,892 +4%
Principal Financial Group
19
Principal Financial Group
Iowa
$107M -$10.2M -93,040 -9%
Legal & General Group
20
Legal & General Group
United Kingdom
$104M +$25.9M +236,507 +35%
Norges Bank
21
Norges Bank
Norway
$94.6M
CAM
22
Congress Asset Management
Massachusetts
$93M -$2.01M -18,332 -2%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$89.7M -$25.5M -232,887 -23%
Bank of America
24
Bank of America
North Carolina
$82.7M +$7.02M +64,193 +10%
Deutsche Bank
25
Deutsche Bank
Germany
$80M -$2.69M -24,598 -3%

AVY Hedge Fund Activity: Q2 2019 in Review

535 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q2 2019, worth a combined $8.73B — up 3.6% from $8.42B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of AVY and 51 opened new positions — a net loss of 21 holders — while 200 trimmed existing stakes and 175 added.

The largest buyer was Fidelity Investments, adding an estimated $128M. The largest seller was Citadel Advisors, cutting an estimated $66.1M.

  • 535 institutional investors held Avery Dennison (AVY) as of Q2 2019, down from 565 in Q1 2019.
  • Funds reported $8.73B of Avery Dennison stock for Q2 2019, up 3.6% quarter-over-quarter.
  • 51 funds opened new Avery Dennison positions in Q2 2019 and 72 closed out, a net change of -21 holders.
  • The largest Avery Dennison buyer in Q2 2019 was Fidelity Investments, an estimated $128M added.
  • The largest Avery Dennison seller in Q2 2019 was Citadel Advisors, an estimated $66.1M sold.

Based on aggregated 13F filings for Q2 2019.