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BERY

Berry Global Group, Inc.

Delisted

BERY was delisted on the 29th of April, 2025.

397 hedge funds and large institutions have $6.92B invested in Berry Global Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 161 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $9.2M

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

2% more funds holding

Funds holding: 390397 (+7)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

8% less capital invested

Capital invested by funds: $7.54B → $6.92B (-$623M)

20% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 161

Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.3%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
50
Increased
129
Reduced
161
Closed
41
Calls
$46.3M
Puts
$9.2M
Net Calls
+$37.1M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$50.1M +$1.22M +20,768 +2%
1SAMC
27
12th Street Asset Management Company
Tennessee
$48.3M -$5.04M -85,719 -9%
Charles Schwab
28
Charles Schwab
California
$47.8M +$30.5K +518 +0.1%
William Blair Investment Management
29
William Blair Investment Management
Illinois
$47.3M +$4.79M +81,535 +11%
EIP
30
Epoch Investment Partners
New York
$46M -$7.06M -120,057 -13%
JFL
31
Jarislowsky, Fraser Ltd
Quebec, Canada
$45.8M -$131K -2,233 -0.3%
CC
32
Cartenna Capital
Connecticut
$45.2M +$5.12M +87,120 +12%
Goldman Sachs
33
Goldman Sachs
New York
$44.3M +$1.14M +19,335 +3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$44M -$1.49M -25,405 -3%
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$42.9M -$2.48M -42,157 -5%
Morgan Stanley
36
Morgan Stanley
New York
$40.3M +$1.62M +27,522 +4%
JP Morgan Chase
37
JP Morgan Chase
New York
$40.2M -$5.66M -96,341 -12%
PCM
38
Polaris Capital Management
Massachusetts
$39.6M -$14.4M -245,242 -26%
Invesco
39
Invesco
Georgia
$38.5M +$14.9M +254,137 +60%
KCM
40
Khrom Capital Management
Florida
$33.4M +$7.13M +121,345 +26%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$32.2M +$477K +8,120 +1%
CCM
42
Causeway Capital Management
California
$31.4M -$15.5M -263,845 -32%
EC
43
Eminence Capital
New York
$31.2M -$51.4M -874,583 -61%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$31.1M -$7.75M -131,830 -19%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$29.7M -$22.1M -375,173 -42%
Victory Capital Management
46
Victory Capital Management
Texas
$28M +$5.94M +101,036 +26%
Principal Financial Group
47
Principal Financial Group
Iowa
$27M -$767K -13,044 -3%
N
48
Nuveen
North Carolina
$26.9M +$2.57M +43,727 +10%
AGP
49
Akaris Global Partners
New York
$26.6M +$5.76M +98,010 +26%
ACH
50
ArrowMark Colorado Holdings
Colorado
$25.6M

BERY Hedge Fund Activity: Q3 2023 in Review

397 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Berry Global Group, Inc. (BERY) for Q3 2023, worth a combined $6.92B — down 8.3% from $7.54B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BERY positions and 41 closed out — a net gain of 9 holders — while 129 added to existing stakes and 161 trimmed.

The largest buyer was Sasco Capital, opening a new position worth an estimated $18.1M. The largest seller was Pacer Advisors, cutting an estimated $69.6M.

  • 397 institutional investors held Berry Global Group, Inc. (BERY) as of Q3 2023, up from 390 in Q2 2023.
  • Funds reported $6.92B of Berry Global Group, Inc. stock for Q3 2023, down 8.3% quarter-over-quarter.
  • 50 funds opened new Berry Global Group, Inc. positions in Q3 2023 and 41 closed out, a net change of +9 holders.
  • The largest Berry Global Group, Inc. buyer in Q3 2023 was Sasco Capital, an estimated $18.1M added.
  • The largest Berry Global Group, Inc. seller in Q3 2023 was Pacer Advisors, an estimated $69.6M sold.

Based on aggregated 13F filings for Q3 2023.