Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AVERY DENNISON CORP (AVY)

757 + Investors. Track Smart Money conviction in AVY. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +63
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — AVY

Based on 750 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AVY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
750 hedge funds hold AVY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AVY is almost the same as a year ago (+13 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

399 buying321 selling
Last quarter: 399 funds bought or added vs 321 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+77 vs last Q)

new funds entering per quarter
Funds opening a new AVY position: 76 → 99 → 71 → 148. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 13% medium 17% new
520 out of 750 hedge funds have held AVY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

99 → 76 → 99 → 71 → 148 new funds/Q
New funds entering each quarter: 76 → 99 → 71 → 148. A growing number of institutions are discovering AVY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 9% 1-2yr 20% new
Of 757 current holders: 538 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
45 of 750 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in AVY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AVY

How many hedge funds hold AVY — quarterly history vs. share price
Quarterly hedge fund ownership of AVY vs. share price

Market Analysis: AVY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVY

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 5 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: AVY
2026 Q1 Stats Unlock in 22 days 757 + Investors

Track Smart Money conviction in AVY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 757 693 9.24%
13F Shares 72M 71M 1.77%
Total Value $12.83B $11.20B 14.54%
New Positions 150 71 +79
Increased Positions 261 224 +37
Closed Positions 85 99 -14
Reduced Positions 242 279 -37
Total Calls 6 3 100.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.33 1.33 Bullish

Statistics: AVY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

757 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVY. Verified SEC 13F-HR filings.

Top 25 institutional holders of AVY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FIGURE 8 INVESTMENT STRATEGIES LLC 1.25% 7,389 $1.3M
2 Thrive Capital Management, LLC 0.87% 23,100 $4.0M
3 Bill Few Associates, Inc. 0.87% 20,922 $3.6M
4 DIVERSIFIED MANAGEMENT INC 0.56% 18,997 $3.3M
5 DEPRINCE RACE & ZOLLO INC 0.51% 155,172 $26.8M
6 AEGON ASSET MANAGEMENT UK PLC 0.49% 213,450 $36.9M
7 NIXON PEABODY TRUST CO 0.47% 34,404 $5.9M
8 Boston Trust Walden Corp 0.46% 323,775 $55.9M
9 First City Capital Management, Inc. 0.43% 4,730 $817K
10 Sky Investment Group LLC 0.43% 14,527 $2.5M
11 Hummer Financial Advisory Services Inc 0.36% 2,910 $502K
12 DAVENPORT & Co LLC 0.26% 280,994 $48.2M
13 MQS Management LLC 0.26% 2,204 $381K
14 BI Asset Management Fondsmaeglerselskab A/S 0.21% 131,098 $20K
15 NJ State Employees Deferred Compensation Plan 0.18% 10,000 $1.6M
16 Accurate Wealth Management, LLC 0.17% 8,248 $1.4M
17 CHICAGO TRUST Co NA 0.17% 6,003 $1.0M
18 Moran Wealth Management, LLC 0.15% 28,634 $4.9M
19 Lakeridge Wealth Management LLC 0.15% 1,984 $343K
20 JAMES INVESTMENT RESEARCH, INC. 0.14% 7,194 $1.2M
21 Retirement Systems of Alabama 0.13% 228,951 $39.5M
22 CONGRESS ASSET MANAGEMENT CO 0.13% 102,847 $17.8M
23 AAFMAA Wealth Management & Trust LLC 0.12% 1,789 $309K
24 STONEBRIDGE CAPITAL MANAGEMENT INC 0.12% 1,500 $259K
25 LBP AM SA 0.12% 49,381 $8.5M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AVERY DENNISON CORP (AVY)

What does the Smart Money Trend signal show for AVY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AVY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVY?

Slight buying edge — 55% buying: Last quarter: 399 funds bought or added vs 321 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVY holders?

Elite ownership — 62% AUM from top-100 funds: 45 of 750 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in AVY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AVY?

69% of holders stayed for 2+ years: 520 out of 750 hedge funds have held AVY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.