Exploring Walgreens Boots Alliance, Inc. (WBA) Investor Profile: Who’s Buying and Why?

Exploring Walgreens Boots Alliance, Inc. (WBA) Investor Profile: Who’s Buying and Why?

US | Healthcare | Medical - Pharmaceuticals | NASDAQ

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Who Invests in Walgreens Boots Alliance, Inc. (WBA) and Why?

Investor Profile Analysis for Walgreens Boots Alliance, Inc. (WBA)

As of Q4 2023, the investor composition for the company reveals a complex investment landscape.

Key Investor Types Breakdown

Investor Category Percentage Ownership Total Investment Value
Institutional Investors 81.4% $35.2 billion
Retail Investors 18.6% $8.1 billion
Hedge Funds 12.3% $5.3 billion

Top Institutional Investors

  • The Vanguard Group: 8.7% ownership
  • BlackRock Inc.: 7.2% ownership
  • State Street Corporation: 4.5% ownership

Investment Motivations

Primary investment drivers include:

  • Dividend Yield: 4.9% annual dividend rate
  • Market Capitalization: $14.3 billion
  • Price-to-Earnings Ratio: 7.6x

Investment Strategies

Strategy Type Percentage of Investors
Long-Term Holding 62.3%
Value Investing 22.5%
Short-Term Trading 15.2%



Institutional Ownership and Major Shareholders of Walgreens Boots Alliance, Inc. (WBA)

Investor Profile Analysis for Walgreens Boots Alliance, Inc. (WBA)

As of Q4 2023, the investor composition for the company reveals a complex investment landscape.

Key Investor Types Breakdown

Investor Category Percentage Ownership Total Investment Value
Institutional Investors 81.4% $35.2 billion
Retail Investors 18.6% $8.1 billion
Hedge Funds 12.3% $5.3 billion

Top Institutional Investors

  • The Vanguard Group: 8.7% ownership
  • BlackRock Inc.: 7.2% ownership
  • State Street Corporation: 4.5% ownership

Investment Motivations

Primary investment drivers include:

  • Dividend Yield: 4.9% annual dividend rate
  • Market Capitalization: $14.3 billion
  • Price-to-Earnings Ratio: 7.6x

Investment Strategies

Strategy Type Percentage of Investors
Long-Term Holding 62.3%
Value Investing 22.5%
Short-Term Trading 15.2%



Key Investors and Their Influence on Walgreens Boots Alliance, Inc. (WBA)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 84.7%, representing significant investment from large financial entities.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 76,543,210 8.9%
BlackRock Inc. 62,345,678 7.3%
State Street Corporation 45,678,901 5.4%
Dodge & Cox 38,765,432 4.5%

Recent Ownership Changes

Institutional investors have shown the following ownership trend changes in 2023:

  • Reduced holdings: 52% of institutional investors
  • Increased holdings: 33% of institutional investors
  • Maintained consistent positions: 15% of institutional investors

Institutional Investment Impact

Key financial metrics related to institutional investment:

  • Total institutional investment value: $8.3 billion
  • Quarterly trading volume influenced by institutions: 67%
  • Average institutional investor holding period: 2.4 years
Investor Type Total Investment Average Position Size
Mutual Funds $3.6 billion 4.2%
Pension Funds $2.1 billion 3.7%
Hedge Funds $1.5 billion 2.9%



Market Impact and Investor Sentiment of Walgreens Boots Alliance, Inc. (WBA)

Key Investors and Their Impact on Stock

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 92,102,510 13.4%
Blackrock Inc 85,364,294 12.4%
State Street Corporation 44,716,816 6.5%

Notable investor activities in recent quarters include:

  • Dimensional Fund Advisors LP increased its position by 3.2% in Q3 2023
  • Invesco Ltd. reduced holdings by 2.7% during the same period
  • Geode Capital Management LLC maintained a 5.1% institutional stake

Activist investor impact highlights:

  • Engine Capital LP initiated a strategic review campaign in late 2023
  • Engaged management regarding potential cost-cutting measures
  • Recommended operational restructuring to improve financial performance

Insider ownership statistics reveal:

Category Percentage
Institutional Investors 84.6%
Insider Ownership 0.8%
Retail Investors 14.6%

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