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Avery Dennison

625 hedge funds and large institutions have $13.7B invested in Avery Dennison in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 186 increasing their positions, 255 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 53

19% more capital invested

Capital invested by funds: $11.5B → $13.7B (+$2.18B)

2% more funds holding

Funds holding: 613625 (+12)

1.3% more ownership

Funds ownership: 88.78%90.08% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

27% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 255

55% less call options, than puts

Call options by funds: $4.87M | Put options by funds: $10.7M

Holders
625
Holders Change
+12
Holders Change %
+1.96%
% of All Funds
10.97%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
69
Increased
186
Reduced
255
Closed
53
Calls
$4.87M
Puts
$10.7M
Net Calls
-$5.88M
Net Calls Change
-$527K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$90.9M +532,615 +6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.66B +$408M +2,389,746 +36%
BlackRock
3
BlackRock
New York
$1.15B +$28.4M +166,328 +3%
State Street
4
State Street
Massachusetts
$692M +$12.9M +75,473 +2%
Victory Capital Management
5
Victory Capital Management
Texas
$396M -$351K -2,055 -0.1%
Invesco
6
Invesco
Georgia
$351M +$2.87M +16,818 +0.9%
Lazard Asset Management
7
Lazard Asset Management
New York
$336M -$7.41M -43,401 -2%
Ameriprise
8
Ameriprise
Minnesota
$331M -$47.1M -275,930 -13%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$326M +$10.9M +63,827 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$262M +$1.04M +6,068 +0.4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$162M -$6.96M -40,769 -4%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$162M -$16.5M -96,853 -10%
Northern Trust
13
Northern Trust
Illinois
$162M -$2.95M -17,256 -2%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$161M -$9.02M -52,809 -6%
HA
15
Homestead Advisers
Virginia
$159M -$32.8M -192,400 -18%
Norges Bank
16
Norges Bank
Norway
$151M +$2.38M +13,934 +2%
American Century Companies
17
American Century Companies
Missouri
$147M +$1.51M +8,856 +1%
FMI
18
Fiduciary Management Inc
Wisconsin
$147M -$32M -187,265 -19%
Principal Financial Group
19
Principal Financial Group
Iowa
$145M -$19.4M -113,640 -13%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$145M -$23M -134,607 -15%
Bank of America
21
Bank of America
North Carolina
$135M +$5.36M +31,376 +4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$132M +$5.29M +30,963 +5%
Select Equity Group
23
Select Equity Group
New York
$120M +$112M +654,604 New
Legal & General Group
24
Legal & General Group
United Kingdom
$114M -$3.09M -18,104 -3%
FAM
25
Fenimore Asset Management
New York
$109M -$2.88M -16,879 -3%

AVY Hedge Fund Activity: Q1 2021 in Review

625 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q1 2021, worth a combined $13.7B — up 19% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AVY positions and 53 closed out — a net gain of 16 holders — while 186 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $408M. The largest seller was Egerton Capital (UK), exiting entirely with an estimated $57.6M sold.

  • 625 institutional investors held Avery Dennison (AVY) as of Q1 2021, up from 613 in Q4 2020.
  • Funds reported $13.7B of Avery Dennison stock for Q1 2021, up 19% quarter-over-quarter.
  • 69 funds opened new Avery Dennison positions in Q1 2021 and 53 closed out, a net change of +16 holders.
  • The largest Avery Dennison buyer in Q1 2021 was T. Rowe Price Associates, an estimated $408M added.
  • The largest Avery Dennison seller in Q1 2021 was Egerton Capital (UK), an estimated $57.6M sold.

Based on aggregated 13F filings for Q1 2021.