Berry Petroleum Corp (BRY) Ownership

8.05 ↑0.18 (2.29%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

Hotchkis & Wiley Capital Management LLC is the biggest individual institutional holder of Berry Petroleum Corp (BRY), owning a total of 7.9 million shares. Combined, the top 29 institutional holders of BRY own 84.77% of the company with a total of 64.7 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of BRY by 3.7 million shares. 13 institutions bought 4,286,348 total additional shares and increased their ownership by an average of 244.40%. However 6 institutions sold 579,826 total shares and decreased their ownership by an average of 6.26%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Berry Petroleum Corp increased by a net total of 3,706,522 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Hotchkis & Wiley Capital Management LLC10.407%-1.150%7,944,100-92,4502023-12-31
BlackRock Inc8.894%12.098%6,788,720732,6802023-12-31
FMR Inc7.131%0.041%5,442,9822,2442023-12-31
Dimensional Fund Advisors, Inc.5.945%6.695%4,537,851284,7572023-12-31
Vanguard Group Inc5.610%5.572%4,282,299226,0192023-12-31
Oaktree Capital Management LLC4.843%0.000%3,697,00002023-12-31
State Street Corporation4.014%23.061%3,063,663574,1082023-12-31
Allspring Global Investments Holdings, LLC3.481%-0.197%2,657,075-5,2412023-12-31
Geode Capital Management, LLC2.108%5.532%1,609,12084,3462023-12-31
LSV Asset Management2.003%136.512%1,528,863882,4412023-12-31
Bridgeway Capital Management, LLC1.995%12.582%1,523,087170,2202023-12-31
Arrowstreet Capital Limited Partnership1.791%-3.121%1,367,314-44,0532023-12-31
Charles Schwab Investment Management Inc1.582%11.217%1,207,323121,7692023-12-31
Heartland Advisors Inc1.493%0.224%1,139,6502,5502023-12-31
American Century Companies Inc1.439%13.717%1,098,627132,5222023-12-31
Mirae Asset Global Investments (Korea) Co Ltd1.362%2,942.520%1,039,3561,005,1952023-12-31
South Dakota Investment Council1.324%-26.872%1,010,976-371,5002023-12-31
Meros Investment Management, LP1.318%-5.932%1,006,156-63,4522023-12-31
Northern Trust Corp1.293%-0.316%986,671-3,1302023-12-31
Bank of New York Mellon Corp1.281%7.416%977,64067,4972023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Hotchkis & Wiley Capital Management LLC10.407%-1.150%7,944,100-92,4502023-12-31
BlackRock Inc8.894%12.098%6,788,720732,6802023-12-31
FMR Inc7.131%0.041%5,442,9822,2442023-12-31
Dimensional Fund Advisors, Inc.5.945%6.695%4,537,851284,7572023-12-31
Vanguard Group Inc5.610%5.572%4,282,299226,0192023-12-31
Oaktree Capital Management LLC4.843%0.000%3,697,00002023-12-31
Carval Investors, LLC4.538%-10.886%3,483,875-425,6002022-06-30
State Street Corporation4.014%23.061%3,063,663574,1082023-12-31
Allspring Global Investments Holdings, LLC3.481%-0.197%2,657,075-5,2412023-12-31
Geode Capital Management, LLC2.108%5.532%1,609,12084,3462023-12-31
LSV Asset Management2.003%136.512%1,528,863882,4412023-12-31
Bridgeway Capital Management, LLC1.995%12.582%1,523,087170,2202023-12-31
Nuveen Asset Management, LLC1.928%14.682%1,458,812186,7582023-03-31
Arrowstreet Capital Limited Partnership1.791%-3.121%1,367,314-44,0532023-12-31
Charles Schwab Investment Management Inc1.582%11.217%1,207,323121,7692023-12-31
AllianceBernstein L.P.1.571%-40.626%1,188,591-813,2642023-09-30
Heartland Advisors Inc1.493%0.224%1,139,6502,5502023-12-31
Benefit Street Partners L.L.C.1.474%0.000%1,115,12802023-06-30
American Century Companies Inc1.439%13.717%1,098,627132,5222023-12-31
Millennium Management LLC1.358%33.109%1,046,580260,3222022-12-31
Mirae Asset Global Investments (Korea) Co Ltd1.362%2,942.520%1,039,3561,005,1952023-12-31
South Dakota Investment Council1.324%-26.872%1,010,976-371,5002023-12-31
Meros Investment Management, LP1.318%-5.932%1,006,156-63,4522023-12-31
Northern Trust Corp1.293%-0.316%986,671-3,1302023-12-31
Bank of New York Mellon Corp1.281%7.416%977,64067,4972023-12-31
Western Asset Management Company, LLC1.258%0.000%951,80002023-09-30
Citadel Advisors Llc1.238%133.581%936,670535,6662023-09-30
Amvescap Plc.1.197%167.936%906,653568,2692022-09-30
Foundry Partners, LLC0.897%42.893%678,441203,6512023-09-30

Mutual Fund Ownership

Fidelity® Low-Priced Stock is the biggest individual fund holder of Berry Petroleum Corp (BRY), owning a total of 4.3 million shares. Combined, the top 35 mutual fund holders of BRY own 54.78% of the company with a total of 41.7 million shares.

In the latest ownership report on February 29th 2024, the top 35 fund holders increased their combined ownership of BRY by 461 thousand shares. 2 funds bought 571,852 total additional shares and increased their ownership by an average of 49.94%. However 4 funds sold 110,852 total shares and decreased their ownership by an average of 2.69%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Berry Petroleum Corp increased by a net total of 461,000 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Allspring Special Small Cap Value A2.833%0.000%2,162,28602024-02-29
Vanguard Total Stock Mkt Idx Inv2.508%0.000%1,914,73002024-02-29
iShares Russell 2000 ETF2.379%-0.016%1,815,819-2972024-02-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.989%-0.596%1,517,901-9,1002024-02-29
Global X SuperDividend™ US ETF1.498%99.847%1,143,652571,3882024-02-29
Avantis US Small Cap Value ETF1.462%0.042%1,115,9634642024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.306%-0.146%997,004-1,4552024-02-29
Global X SuperDividend™ ETF1.269%0.000%968,41702024-02-29
Heartland Value Investor1.179%-10.000%900,000-100,0002024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity® Low-Priced Stock5.638%-0.104%4,265,920-4,4342023-10-31
Fidelity Low-Priced Stock5.576%0.000%4,256,53002023-12-31
Allspring Special Small Cap Value A2.833%0.000%2,162,28602024-02-29
Hotchkis & Wiley Small Cap Value I2.796%0.000%2,134,10002024-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.531%12.502%1,914,730212,7822023-03-31
Vanguard Total Stock Mkt Idx Inv2.508%0.000%1,914,73002024-02-29
iShares Russell 2000 ETF2.379%-0.016%1,815,819-2972024-02-29
American Beacon Small Cp Val R52.064%0.000%1,575,15602024-01-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.989%-0.596%1,517,901-9,1002024-02-29
DFA US Small Cap Value I1.547%0.000%1,180,80702024-01-31
Global X SuperDividend™ US ETF1.498%99.847%1,143,652571,3882024-02-29
Avantis US Small Cap Value ETF1.462%0.042%1,115,9634642024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.306%-0.146%997,004-1,4552024-02-29
Global X SuperDividend™ ETF1.269%0.000%968,41702024-02-29
Hotchkis & Wiley Value Opps Instl1.231%-8.791%940,000-90,6002024-01-31
Vanguard Extended Market Index Investor1.219%-0.019%922,537-1782023-08-31
Heartland Value Investor1.179%-10.000%900,000-100,0002024-02-29
Avantis® U.S. Small Cap Value ETF1.072%0.000%810,86302023-07-29
Fidelity Small Cap Index1.006%1.524%768,18011,5302023-12-31
Fidelity® Small Cap Index0.985%2.776%745,06720,1222023-10-31
AB Global High Yield I USD0.978%0.000%740,00002023-09-30
Invesco DWA Energy Momentum ETF0.956%0.000%733,67302022-12-31
iShares Russell 2000 Value ETF0.956%0.127%729,4999222024-02-01
DFA US Targeted Value I0.928%-3.854%708,058-28,3822024-01-31
Bridgeway Small-Cap Value0.910%10.624%694,50066,7002023-12-31
Bridgeway Small Cap Value0.910%10.624%694,50066,7002023-12-31
TIAA-CREF Quant Small-Cap Equity Instl0.911%0.813%689,1305,5602023-05-31
Fidelity LowPriced Stock Commingled Pl0.909%0.000%687,65602023-06-30
Fidelity LowPriced Stock Commingled PlA0.909%0.000%687,65602023-07-31
Fidelity LowPriced Stock Commingled Pl A0.871%0.000%664,95602023-12-31
CREF Stock R10.712%0.000%548,71802023-03-31
Kennedy Micro Cap0.715%0.000%541,21302023-09-30
Schwab Fundamental US Small Company ETF0.713%0.106%539,5665732024-01-31
Vanguard Energy ETF0.661%-0.282%500,601-1,4152023-02-28
Fidelity® Low-Priced Stock K60.655%0.141%495,7777002023-09-30

Discussions

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iburnmoney

$BRY HODLing
and buying more when I can.

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substancetag

$BRY breaking out of this wedge sooner than later

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leahmccourt

$BRY breaking out of this wedge sooner than later

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