Avery Dennison
692 hedge funds and large institutions have $13.9B invested in Avery Dennison in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 214 increasing their positions, 236 reducing their positions, and 56 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
54% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 56
8% more capital invested
Capital invested by funds: $12.9B → $13.9B (+$1.05B)
3% more funds holding
Funds holding: 669 → 692 (+23)
1.76% more ownership
Funds ownership: 92.66% → 94.42% (+1.8%)
9% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 236
78% less call options, than puts
Call options by funds: $7.29M | Put options by funds: $32.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$116M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$89.4M |
| 3 |
Millennium Management
New York
|
+$68.2M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$55.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$44.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$68.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$66.6M |
| 3 |
JP Morgan Chase
New York
|
-$57.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$55.1M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$32.3M |
AVY Hedge Fund Activity: Q3 2023 in Review
692 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q3 2023, worth a combined $13.9B — up 8.2% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new AVY positions and 56 closed out — a net gain of 30 holders — while 214 added to existing stakes and 236 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $116M. The largest seller was Fenimore Asset Management, cutting an estimated $68.2M.
- 692 institutional investors held Avery Dennison (AVY) as of Q3 2023, up from 669 in Q2 2023.
- Funds reported $13.9B of Avery Dennison stock for Q3 2023, up 8.2% quarter-over-quarter.
- 86 funds opened new Avery Dennison positions in Q3 2023 and 56 closed out, a net change of +30 holders.
- The largest Avery Dennison buyer in Q3 2023 was Morgan Stanley, an estimated $116M added.
- The largest Avery Dennison seller in Q3 2023 was Fenimore Asset Management, an estimated $68.2M sold.
Based on aggregated 13F filings for Q3 2023.