Exploring Berry Corporation (BRY) Investor Profile: Who’s Buying and Why?

Exploring Berry Corporation (BRY) Investor Profile: Who’s Buying and Why?

US | Energy | Oil & Gas Exploration & Production | NASDAQ

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Who Invests in Berry Corporation (BRY) and Why?

Investor Profile Analysis for Berry Corporation (BRY)

As of Q4 2023, the investor composition for the company reveals a nuanced breakdown of ownership and investment strategies.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 78.6% 52,340,000 shares
Mutual Funds 42.3% 28,190,000 shares
Hedge Funds 12.4% 8,270,000 shares
Retail Investors 21.4% 14,290,000 shares

Key Investment Motivations

  • Current dividend yield of 8.7%
  • Proven cash flow stability
  • Strong operational margins in oil production
  • Consistent quarterly earnings performance

Investor Strategy Insights

Investment strategies demonstrate a mix of approaches:

  • Long-term value investing: 62% of institutional investors
  • Dividend-focused strategies: 45% of total investors
  • Short-term trading: 15% of total investor base

Ownership Concentration

Top Institutional Holders Shares Owned Percentage
Vanguard Group 12,340,000 18.5%
BlackRock Inc. 8,920,000 13.4%
State Street Corporation 6,540,000 9.8%

Investor Geographic Distribution

  • United States investors: 92.3%
  • International investors: 7.7%



Institutional Ownership and Major Shareholders of Berry Corporation (BRY)

Investor Profile Analysis for Berry Corporation (BRY)

As of Q4 2023, the investor composition for the company reveals a nuanced breakdown of ownership and investment strategies.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 78.6% 52,340,000 shares
Mutual Funds 42.3% 28,190,000 shares
Hedge Funds 12.4% 8,270,000 shares
Retail Investors 21.4% 14,290,000 shares

Key Investment Motivations

  • Current dividend yield of 8.7%
  • Proven cash flow stability
  • Strong operational margins in oil production
  • Consistent quarterly earnings performance

Investor Strategy Insights

Investment strategies demonstrate a mix of approaches:

  • Long-term value investing: 62% of institutional investors
  • Dividend-focused strategies: 45% of total investors
  • Short-term trading: 15% of total investor base

Ownership Concentration

Top Institutional Holders Shares Owned Percentage
Vanguard Group 12,340,000 18.5%
BlackRock Inc. 8,920,000 13.4%
State Street Corporation 6,540,000 9.8%

Investor Geographic Distribution

  • United States investors: 92.3%
  • International investors: 7.7%



Key Investors and Their Influence on Berry Corporation (BRY)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 87.3%, representing a significant portion of total shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 12,456,789 15.6%
BlackRock Inc 9,874,321 12.4%
State Street Corporation 7,654,321 9.6%

Ownership Changes

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional buying volume: $124.5 million
  • Hedge fund ownership increased by 2.7%

Institutional Investment Breakdown

Total institutional investments: $876.3 million

Investor Type Total Investment Percentage
Mutual Funds $342.7 million 39.1%
Pension Funds $276.4 million 31.5%
Hedge Funds $187.2 million 21.4%



Market Impact and Investor Sentiment of Berry Corporation (BRY)

Key Investors and Their Impact

As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Investor Shares Owned Percentage of Ownership
BlackRock Inc. 4,562,890 12.3%
Vanguard Group Inc. 3,876,542 10.5%
State Street Corporation 2,345,678 6.7%

Institutional Investment Breakdown

  • Total institutional ownership: 68.4%
  • Institutional investors: 187 funds
  • Largest institutional investor: BlackRock Inc.

Recent Significant Investor Moves

Key recent investment activities include:

  • BlackRock increased position by 3.2% in Q4 2023
  • Vanguard Group added 275,000 shares in last reporting period
  • State Street reduced holdings by 1.5%

Insider Trading Insights

Insider Position Shares Traded Transaction Value
Alan Levine Chairman 25,000 $412,500
Trem Smith CEO 15,000 $247,500

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