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BERY

Berry Global Group, Inc.

Delisted

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

431 hedge funds and large institutions have $7.51B invested in Berry Global Group, Inc. in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 141 increasing their positions, 145 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,276% more call options, than puts

Call options by funds: $131M | Put options by funds: $9.54M

93% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $6.92B → $7.51B (+$596M)

9% more funds holding

Funds holding: 397431 (+34)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
431
Holders Change
+34
Holders Change %
+8.56%
% of All Funds
6.28%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
87
Increased
141
Reduced
145
Closed
45
Calls
$131M
Puts
$9.54M
Net Calls
+$122M
Net Calls Change
+$84.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$56.8M -$91.1K -1,615 -0.2%
Charles Schwab
27
Charles Schwab
California
$53.8M +$1.6M +28,412 +3%
Goldman Sachs
28
Goldman Sachs
New York
$51.5M +$2.98M +52,800 +7%
1SAMC
29
12th Street Asset Management Company
Tennessee
$51.2M -$1.18M -20,973 -2%
KCM
30
Khrom Capital Management
Florida
$50.4M +$12.8M +226,818 +39%
JP Morgan Chase
31
JP Morgan Chase
New York
$50.1M +$5.8M +102,734 +15%
JFL
32
Jarislowsky, Fraser Ltd
Quebec, Canada
$48.7M -$1.04M -18,490 -2%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$47.5M -$6.48M -114,852 -13%
William Blair Investment Management
34
William Blair Investment Management
Illinois
$46.7M -$4.42M -78,351 -9%
CCM
35
Causeway Capital Management
California
$44.3M +$9.21M +163,310 +30%
PCM
36
Polaris Capital Management
Massachusetts
$43.3M +$86K +1,524 +0.2%
Invesco
37
Invesco
Georgia
$40.8M -$1M -17,778 -3%
EC
38
Eminence Capital
New York
$37.9M +$3.58M +63,533 +12%
MAC
39
Monarch Alternative Capital
New York
$35.2M -$26.1M -461,736 -45%
Prudential Financial
40
Prudential Financial
New Jersey
$35M +$22.5M +399,150 +240%
N
41
Nuveen
North Carolina
$34.7M +$4.94M +87,628 +19%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$33.8M -$48.5K -859 -0.2%
CI Investments Inc
43
CI Investments Inc
Ontario, Canada
$32.9M -$12.6M -223,241 -30%
Victory Capital Management
44
Victory Capital Management
Texas
$30.2M -$188K -3,324 -0.7%
Principal Financial Group
45
Principal Financial Group
Iowa
$29.2M -$128K -2,267 -0.5%
Citadel Advisors
46
Citadel Advisors
Florida
$28.3M +$25.8M +457,001 New
First Trust Advisors
47
First Trust Advisors
Illinois
$28.2M +$1.51M +26,811 +6%
LC
48
Loews Corp
New York
$27.4M
ACH
49
ArrowMark Colorado Holdings
Colorado
$26.8M -$967K -17,135 -4%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$26.8M +$327K +5,791 +1%

BERY Hedge Fund Activity: Q4 2023 in Review

431 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Berry Global Group, Inc. (BERY) for Q4 2023, worth a combined $7.51B — up 8.6% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BERY positions and 45 closed out — a net gain of 42 holders — while 141 added to existing stakes and 145 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.4M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $56.2M sold.

  • 431 institutional investors held Berry Global Group, Inc. (BERY) as of Q4 2023, up from 397 in Q3 2023.
  • Funds reported $7.51B of Berry Global Group, Inc. stock for Q4 2023, up 8.6% quarter-over-quarter.
  • 87 funds opened new Berry Global Group, Inc. positions in Q4 2023 and 45 closed out, a net change of +42 holders.
  • The largest Berry Global Group, Inc. buyer in Q4 2023 was Morgan Stanley, an estimated $65.4M added.
  • The largest Berry Global Group, Inc. seller in Q4 2023 was Schroder Investment Management Group, an estimated $56.2M sold.

Based on aggregated 13F filings for Q4 2023.