Berry Corporation (BRY) Bundle
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 |
Berry Corporation (BRY) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.