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BERY

Berry Global Group, Inc.

Delisted

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

413 hedge funds and large institutions have $6.9B invested in Berry Global Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $11.2M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

9% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 164

4% less funds holding

Funds holding: 431413 (-18)

8% less capital invested

Capital invested by funds: $7.51B → $6.9B (-$613M)

19% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 64

Holders
413
Holders Change
-18
Holders Change %
-4.18%
% of All Funds
5.95%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
52
Increased
150
Reduced
164
Closed
64
Calls
$19.3M
Puts
$11.2M
Net Calls
+$8.07M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$53.9M +$17.7M +311,624 +47%
Charles Schwab
27
Charles Schwab
California
$48.6M +$282K +4,957 +0.6%
Morgan Stanley
28
Morgan Stanley
New York
$47.6M -$57.6M -1,012,024 -54%
1SAMC
29
12th Street Asset Management Company
Tennessee
$45.7M -$297K -5,227 -0.6%
Goldman Sachs
30
Goldman Sachs
New York
$45.3M -$883K -15,522 -2%
Northern Trust
31
Northern Trust
Illinois
$43.7M -$7.49M -131,593 -14%
CCM
32
Causeway Capital Management
California
$40.8M +$1.06M +18,650 +3%
William Blair Investment Management
33
William Blair Investment Management
Illinois
$38.2M -$3.8M -66,752 -9%
MAC
34
Monarch Alternative Capital
New York
$31.6M
N
35
Nuveen
North Carolina
$30.8M -$366K -6,435 -1%
ACH
36
ArrowMark Colorado Holdings
Colorado
$28.9M +$4.91M +86,286 +20%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$28.7M -$1.7M -29,844 -5%
BCM
38
Boone Capital Management
Georgia
$27.2M +$13.5M +238,104 +94%
Principal Financial Group
39
Principal Financial Group
Iowa
$26.4M +$177K +3,104 +0.7%
Millennium Management
40
Millennium Management
New York
$25.8M +$15.8M +277,670 +148%
LC
41
Loews Corp
New York
$25.2M +$620K +10,890 +2%
GAM
42
Goldentree Asset Management
New York
$24.5M +$25.1M +441,570 New
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$24.1M +$43.7K +768 +0.2%
GC
44
GMT Capital
Georgia
$22.5M -$58.6M -1,029,649 -72%
CS
45
Cannell & Spears
New York
$22.4M +$960K +16,871 +4%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$22.1M -$1.18M -20,745 -5%
SC
47
Sasco Capital
Connecticut
$22M +$3.13M +54,930 +16%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$21.5M +$5.58M +98,112 +34%
First Trust Advisors
49
First Trust Advisors
Illinois
$19.9M -$5.48M -96,291 -21%
Two Sigma Investments
50
Two Sigma Investments
New York
$18.9M +$9.14M +160,662 +89%

BERY Hedge Fund Activity: Q1 2024 in Review

413 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Berry Global Group, Inc. (BERY) for Q1 2024, worth a combined $6.9B — down 8.2% from $7.51B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of BERY and 52 opened new positions — a net loss of 12 holders — while 164 trimmed existing stakes and 150 added.

The largest buyer was Pacer Advisors, adding an estimated $148M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $69.7M sold.

  • 413 institutional investors held Berry Global Group, Inc. (BERY) as of Q1 2024, down from 431 in Q4 2023.
  • Funds reported $6.9B of Berry Global Group, Inc. stock for Q1 2024, down 8.2% quarter-over-quarter.
  • 52 funds opened new Berry Global Group, Inc. positions in Q1 2024 and 64 closed out, a net change of -12 holders.
  • The largest Berry Global Group, Inc. buyer in Q1 2024 was Pacer Advisors, an estimated $148M added.
  • The largest Berry Global Group, Inc. seller in Q1 2024 was Epoch Investment Partners, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2024.