Avery Dennison
708 hedge funds and large institutions have $13.3B invested in Avery Dennison in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 238 increasing their positions, 253 reducing their positions, and 53 closing their positions.
49% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 53
2% more funds holding
Funds holding: 691 → 708 (+17)
1.16% more ownership
Funds ownership: 90.88% → 92.04% (+1.2%)
0% more capital invested
Capital invested by funds: $13.3B → $13.3B (+$23.9M)
6% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 253
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
72% less call options, than puts
Call options by funds: $8M | Put options by funds: $28.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$102M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$97.3M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$47.9M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$45.4M |
| 5 |
OCM
Oribel Capital Management
New York
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$79.6M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$70.6M |
| 3 |
Lazard Asset Management
New York
|
-$67.8M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$56.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$33.6M |
AVY Hedge Fund Activity: Q1 2023 in Review
708 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q1 2023, worth a combined $13.3B — up 0.18% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new AVY positions and 53 closed out — a net gain of 26 holders — while 238 added to existing stakes and 253 trimmed.
The largest buyer was Ameriprise, adding an estimated $102M. The largest seller was Bain Capital Public Equity Management II, cutting an estimated $79.6M.
- 708 institutional investors held Avery Dennison (AVY) as of Q1 2023, up from 691 in Q4 2022.
- Funds reported $13.3B of Avery Dennison stock for Q1 2023, up 0.18% quarter-over-quarter.
- 79 funds opened new Avery Dennison positions in Q1 2023 and 53 closed out, a net change of +26 holders.
- The largest Avery Dennison buyer in Q1 2023 was Ameriprise, an estimated $102M added.
- The largest Avery Dennison seller in Q1 2023 was Bain Capital Public Equity Management II, an estimated $79.6M sold.
Based on aggregated 13F filings for Q1 2023.