Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Avery Dennison Corp (AVY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — AVY

Based on 782 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AVY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
782 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

342 buying403 selling
Last quarter: 403 funds reduced or exited vs 342 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-54 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 104 → 76 → 154 → 100. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 15% medium ■ 17% new
529 out of 782 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

80 → 104 → 76 → 154 → 100 new funds/Q
New funds entering each quarter: 104 → 76 → 154 → 100. A growing number of institutions are discovering AVY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Entry-cohort mix of 791 holders: 559 (71%) are 2+ year veterans, 72 entered 1–2 years ago, and 160 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
63 of 779 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — AVY

In 2026 Q1, 342 hedge funds were net buyers of AVY (100 opened a new position, 242 added to an existing one), while 403 reduced or exited (295 trimmed, 108 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 52% of total institutional value in AVY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 782.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Avery Dennison Corp (AVY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVY has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
AVY
-6.2%
XLY
+8.9%

AVY outperformed XLY by -15.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
AVY
+4.3%
XLY
+1.9%

Since the filing became public, AVY outperformed XLY by +2.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

52 top-rated funds 1 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: AVY
777 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 777 790 -1.65%
13F Shares 72M 73M -2.03%
Total Value $11.38B $13.01B -12.5%
New Positions 98 154 -56
Increased Positions 239 258 -19
Closed Positions 111 87 +24
Reduced Positions 290 249 +41
Total Calls 7 6 16.67%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.57 0.33 Bullish

Statistics: AVY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

777 + investors

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

QUARTER:
Top 25 AVY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navera Investment Management Ltd. 3.30% 749,182 $129.4M
2 Fiduciary Management Inc /Wi/ 2.68% 1,252,529 $216.3M
3 Monte Financial Group, LLC 2.35% 38,395 $6.6M
4 Expect Equity LLC 2.10% 12,650 $2.2M
5 Delta Asset Management LLC/Tn 1.64% 104,285 $18.0M
6 Shufro Rose & Co LLC 1.42% 120,964 $20.9M
7 Homestead Advisers Corp 1.42% 306,570 $52.7M
8 Sandler Capital Management 1.41% 15,800 $2.7M
9 Anchor Capital Advisors LLC 1.33% 270,056 $46.6M
10 Figure 8 Investment Strategies LLC 1.25% 7,389 $1.3M
11 Aristotle Atlantic Partners, LLC 1.08% 133,295 $23.0M
12 BCV Asset Management Inc. 1.06% 179,155 $30.9M
13 Cooke & Bieler LP 1.05% 538,265 $92.9M
14 Dean Capital Management 1.04% 14,491 $2.5M
15 Barbara Oil Co. 1.03% 15,500 $2.7M
16 Taylor Frigon Capital Management LLC 0.93% 9,498 $1.6M
17 Ardsley Advisory Partners LP 0.88% 40,000 $6.9M
18 Thrive Capital Management, LLC 0.87% 23,100 $4.0M
19 Bill Few Associates, Inc. 0.87% 20,922 $3.6M
20 Cramer Rosenthal Mcglynn LLC 0.70% 55,164 $9.5M
21 Dean Investment Associates, LLC 0.70% 28,620 $4.9M
22 Silvercrest Asset Management Group LLC 0.68% 548,588 $94.7M
23 Winnow Wealth LLC 0.68% 5,121 $884K
24 OmniStar Financial Group, Inc. 0.66% 7,399 $1.3M
25 Distillate Capital Partners LLC 0.66% 72,568 $12.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AVY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AVY?

More sellers than buyers — 46% buying: Last quarter: 403 funds reduced or exited vs 342 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AVY holders?

Elite ownership — 52% AUM from top-100 funds: 63 of 779 holders are among the 100 largest funds by AUM, controlling 52% 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?

68% of holders stayed for 2+ years: 529 out of 782 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.

Is it too late to buy Avery Dennison Corp (AVY) following the 2026 Q1 hedge fund 13F filings?

As of today, AVY has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of +2.4%. Since the quarter end (March 31, 2026), AVY has gained -6.2% vs +8.9% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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