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Avery Dennison

680 hedge funds and large institutions have $15.1B invested in Avery Dennison in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 238 increasing their positions, 239 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 88.3%88.31% (+0.02%)

0% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 239

2% less capital invested

Capital invested by funds: $15.4B → $15.1B (-$234M)

2% less funds holding

Funds holding: 697680 (-17)

17% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 65

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

32% less call options, than puts

Call options by funds: $7.58M | Put options by funds: $11.1M

Holders
680
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
11.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
54
Increased
238
Reduced
239
Closed
65
Calls
$7.58M
Puts
$11.1M
Net Calls
-$3.5M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B +$12.1M +56,345 +0.6%
BlackRock
2
BlackRock
New York
$1.45B +$82M +382,261 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.33B -$390M -1,816,432 -22%
State Street
4
State Street
Massachusetts
$805M -$23M -107,186 -3%
Select Equity Group
5
Select Equity Group
New York
$657M +$97.1M +452,628 +17%
Invesco
6
Invesco
Georgia
$363M -$44.9M -209,010 -11%
Victory Capital Management
7
Victory Capital Management
Texas
$360M -$17.4M -80,906 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$311M +$11.5M +53,517 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$281M -$11.9M -55,477 -4%
Ameriprise
10
Ameriprise
Minnesota
$277M +$1.58M +7,382 +0.6%
Lazard Asset Management
11
Lazard Asset Management
New York
$224M -$35.6M -165,789 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$222M -$9.39M -43,778 -4%
Northern Trust
13
Northern Trust
Illinois
$182M +$4M +18,654 +2%
PIF
14
Public Investment Fund
Saudi Arabia
$176M +$182M +848,657 New
Neuberger Berman Group
15
Neuberger Berman Group
New York
$174M -$5.45M -25,406 -3%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$161M +$25.7M +119,649 +18%
HA
17
Homestead Advisers
Virginia
$159M +$644K +3,000 +0.4%
Norges Bank
18
Norges Bank
Norway
$153M -$14.7M -68,329 -8%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$149M +$1.33M +6,210 +0.9%
American Century Companies
20
American Century Companies
Missouri
$148M -$12.7M -59,192 -8%
Bank of America
21
Bank of America
North Carolina
$145M +$8.75M +40,778 +6%
Legal & General Group
22
Legal & General Group
United Kingdom
$135M -$167K -778 -0.1%
Principal Financial Group
23
Principal Financial Group
Iowa
$121M -$20M -93,156 -14%
Charles Schwab
24
Charles Schwab
California
$119M +$2.53M +11,798 +2%
FAM
25
Fenimore Asset Management
New York
$118M -$1.54M -7,186 -1%

AVY Hedge Fund Activity: Q3 2021 in Review

680 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q3 2021, worth a combined $15.1B — down 1.5% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AVY and 54 opened new positions — a net loss of 11 holders — while 239 trimmed existing stakes and 238 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $182M. The largest seller was T. Rowe Price Associates, cutting an estimated $390M.

  • 680 institutional investors held Avery Dennison (AVY) as of Q3 2021, down from 697 in Q2 2021.
  • Funds reported $15.1B of Avery Dennison stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 54 funds opened new Avery Dennison positions in Q3 2021 and 65 closed out, a net change of -11 holders.
  • The largest Avery Dennison buyer in Q3 2021 was Public Investment Fund, an estimated $182M added.
  • The largest Avery Dennison seller in Q3 2021 was T. Rowe Price Associates, an estimated $390M sold.

Based on aggregated 13F filings for Q3 2021.