Berry Global Group, Inc. (BERY) Bundle
Who Invests in Berry Global Group, Inc. (BERY) and Why?
Investor Profile Analysis for Berry Global Group, Inc. (BERY)
As of Q4 2023, the investor composition for the company reveals a complex institutional investment landscape.
Key Investor Types Breakdown
| Investor Category | Percentage of Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 84.6% | $5.2 billion |
| Mutual Funds | 42.3% | $2.6 billion |
| Hedge Funds | 12.5% | $768 million |
| Retail Investors | 15.4% | $952 million |
Top Institutional Investors
- The Vanguard Group: 9.2% ownership
- BlackRock Inc.: 7.6% ownership
- State Street Corporation: 5.4% ownership
Investment Motivations
Investors are attracted by several key factors:
- Consistent revenue growth: 6.7% year-over-year
- Strong market position in packaging solutions
- Diversified customer base across multiple industries
- Solid cash flow generation: $612 million in 2023
Investment Strategies
| Strategy Type | Percentage of Investors | Average Hold Period |
|---|---|---|
| Long-term Value Investing | 62.3% | 3-5 years |
| Dividend-focused Investing | 18.5% | Ongoing |
| Short-term Trading | 19.2% | 3-6 months |
Financial Performance Metrics
- Market Capitalization: $6.1 billion
- Price-to-Earnings Ratio: 12.4
- Dividend Yield: 1.8%
Institutional Ownership and Major Shareholders of Berry Global Group, Inc. (BERY)
Investor Profile Analysis for Berry Global Group, Inc. (BERY)
As of Q4 2023, the investor composition for the company reveals a complex institutional investment landscape.
Key Investor Types Breakdown
| Investor Category | Percentage of Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 84.6% | $5.2 billion |
| Mutual Funds | 42.3% | $2.6 billion |
| Hedge Funds | 12.5% | $768 million |
| Retail Investors | 15.4% | $952 million |
Top Institutional Investors
- The Vanguard Group: 9.2% ownership
- BlackRock Inc.: 7.6% ownership
- State Street Corporation: 5.4% ownership
Investment Motivations
Investors are attracted by several key factors:
- Consistent revenue growth: 6.7% year-over-year
- Strong market position in packaging solutions
- Diversified customer base across multiple industries
- Solid cash flow generation: $612 million in 2023
Investment Strategies
| Strategy Type | Percentage of Investors | Average Hold Period |
|---|---|---|
| Long-term Value Investing | 62.3% | 3-5 years |
| Dividend-focused Investing | 18.5% | Ongoing |
| Short-term Trading | 19.2% | 3-6 months |
Financial Performance Metrics
- Market Capitalization: $6.1 billion
- Price-to-Earnings Ratio: 12.4
- Dividend Yield: 1.8%
Key Investors and Their Influence on Berry Global Group, Inc. (BERY)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 88.52%, representing significant institutional investor involvement.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 38,456,774 | 15.7% |
| BlackRock Inc. | 33,287,441 | 13.6% |
| Goldman Sachs Group Inc. | 22,645,773 | 9.2% |
| State Street Corporation | 18,976,552 | 7.7% |
Institutional Ownership Changes
Recent institutional ownership trends indicate notable shifts:
- Net institutional purchases in last quarter: $247.3 million
- Institutional investor count: 454 total investors
- Quarterly ownership change: +2.3%
Ownership Concentration Metrics
Key institutional ownership characteristics include:
- Top 10 institutional holders control: 62.4% of total shares
- Institutional turnover rate: 8.6%
- Average institutional holding period: 3.7 years
Market Impact and Investor Sentiment of Berry Global Group, Inc. (BERY)
Key Investors and Their Impact
As of 2024, Berry Global Group's investor landscape reveals significant institutional involvement and strategic holdings.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Aristotle Capital Management | 14,829,477 shares | 9.42% |
| Vanguard Group Inc | 12,463,808 shares | 7.91% |
| BlackRock Inc | 11,256,490 shares | 7.15% |
Significant investor activities include:
- Aristotle Capital Management increased its stake by 3.7% in recent quarters
- Dimensional Fund Advisors LP holds 9,103,701 shares
- State Street Corporation owns 8,357,414 shares
Recent notable investor moves demonstrate strategic positioning:
- Institutional investors collectively own 76.5% of outstanding shares
- Insider ownership represents 0.8% of total shares
- Top 10 institutional investors control approximately 45.2% of total shares
Hedge fund involvement indicates continued market confidence with $1.2 billion total hedge fund investments in the company.
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