Exploring Spectrum Brands Holdings, Inc. (SPB) Investor Profile: Who’s Buying and Why?

Exploring Spectrum Brands Holdings, Inc. (SPB) Investor Profile: Who’s Buying and Why?

US | Consumer Defensive | Household & Personal Products | NYSE

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Who Invests in Spectrum Brands Holdings, Inc. (SPB) and Why?

Investor Composition and Investment Profile

As of Q4 2023, the investor landscape for the company reveals a nuanced distribution:

Investor Type Percentage of Ownership
Institutional Investors 87.4%
Retail Investors 12.6%

Institutional Investor Breakdown

Major institutional investor categories include:

  • Mutual Funds: 42.3%
  • Investment Advisors: 22.7%
  • Pension Funds: 15.6%
  • Hedge Funds: 9.8%

Top Institutional Investors

Investor Name Shares Owned Ownership Percentage
Vanguard Group Inc 4,562,000 12.3%
BlackRock Inc 3,987,500 10.7%
State Street Corporation 2,845,600 7.6%

Investment Strategies

Investor strategy distribution:

  • Long-term Value Investing: 53%
  • Growth-oriented Investing: 28%
  • Short-term Trading: 19%

Key Investment Motivations

Primary investment drivers:

  • Dividend Yield: 4.2%
  • Price-to-Earnings Ratio: 12.5
  • Market Position Stability: High



Institutional Ownership and Major Shareholders of Spectrum Brands Holdings, Inc. (SPB)

Investor Composition and Investment Profile

As of Q4 2023, the investor landscape for the company reveals a nuanced distribution:

Investor Type Percentage of Ownership
Institutional Investors 87.4%
Retail Investors 12.6%

Institutional Investor Breakdown

Major institutional investor categories include:

  • Mutual Funds: 42.3%
  • Investment Advisors: 22.7%
  • Pension Funds: 15.6%
  • Hedge Funds: 9.8%

Top Institutional Investors

Investor Name Shares Owned Ownership Percentage
Vanguard Group Inc 4,562,000 12.3%
BlackRock Inc 3,987,500 10.7%
State Street Corporation 2,845,600 7.6%

Investment Strategies

Investor strategy distribution:

  • Long-term Value Investing: 53%
  • Growth-oriented Investing: 28%
  • Short-term Trading: 19%

Key Investment Motivations

Primary investment drivers:

  • Dividend Yield: 4.2%
  • Price-to-Earnings Ratio: 12.5
  • Market Position Stability: High



Key Investors and Their Influence on Spectrum Brands Holdings, Inc. (SPB)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, institutional investors own 94.72% of the company's total shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 8,456,321 16.43%
BlackRock Inc 7,231,456 14.02%
State Street Corporation 5,672,189 11.01%
Dimensional Fund Advisors 4,123,567 8.00%

Institutional Ownership Changes

Recent quarterly data reveals institutional ownership changes:

  • Net institutional purchases: $127.3 million
  • Total institutional transactions: 612 funds
  • Quarterly ownership increase: 2.4%

Institutional Investment Metrics

Key institutional investment indicators:

  • Average institutional holding period: 3.2 years
  • Institutional turnover rate: 18.6%
  • Institutional ownership concentration: High



Market Impact and Investor Sentiment of Spectrum Brands Holdings, Inc. (SPB)

Key Investors and Their Impact

As of 2024, Spectrum Brands Holdings, Inc. (SPB) has several notable institutional investors with significant stakes in the company.

Investor Shares Owned Percentage of Ownership
Dimensional Fund Advisors LP 3,478,417 9.24%
BlackRock Inc. 3,218,341 8.56%
Vanguard Group Inc. 2,987,654 7.94%

Investor Influence Highlights

  • Dimensional Fund Advisors has consistently maintained a significant passive investment strategy
  • BlackRock Inc. demonstrates long-term investment commitment
  • Vanguard Group continues to be a major institutional shareholder

Recent Investor Moves

Recent SEC filings reveal the following investment changes:

Investor Q4 2023 Shares Purchased Net Investment Change
Renaissance Technologies 512,000 +3.2%
State Street Corporation 423,765 +2.1%

Institutional Ownership Breakdown

Total institutional ownership as of Q4 2023: 68.3%

  • Top 10 institutional investors control 45.6% of total shares
  • Passive index funds represent 32.7% of institutional holdings
  • Actively managed funds account for 35.6% of institutional investments

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