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Badger Meter
BMI

274 hedge funds and large institutions have $3.05B invested in Badger Meter in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $638K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $2.56B → $3.05B (+$483M)

7.74% more ownership

Funds ownership: 86.92% → 94.66% (+7.7%)

7% more funds holding

Funds holding: 257 → 274 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 96

Holders
274
Holders Change
+17
Holders Change %
+6.61%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
86
Reduced
96
Closed
20
Calls
$1.3M
Puts
$638K
Net Calls
+$662K
Net Calls Change
+$878K

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$248M
2
BlackRock
BlackRock
New York
+$13.7M
3
NIPH
NN Investment Partners Holdings
Netherlands
+$9.22M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$6.87M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$6.47M

Top Sellers

Rank Fund Capital Flow
1
CCM
Copeland Capital Management
Pennsylvania
-$34.9M
2
Millennium Management
Millennium Management
New York
-$6.91M
3
Goldman Sachs
Goldman Sachs
New York
-$5.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.21M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$61K +$60.6K +575 New
BCV
227
Banque Cantonale Vaudoise
Switzerland
$59K – – –
SO
228
STRS Ohio
Ohio
$53K +$31.6K +300 +150%
HI
229
Harbour Investments
Wisconsin
$43K -$231K -2,193 -85%
BWM
230
BerganKDV Wealth Management
Minnesota
$43K – – –
MAM
231
Marquette Asset Management
Minnesota
$40K – – –
ETC
232
Exchange Traded Concepts
Oklahoma
$38K +$12.6K +120 +51%
Simplex Trading
233
Simplex Trading
Illinois
$31K -$98.4K -934 -76%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$31K -$19.5K -185 -39%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$30K -$7.27K -69 -19%
DSC
236
Duncker Streett & Co
Missouri
$29K – – –
TPCW
237
TD Private Client Wealth
New York
$25.3K – – –
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$24K +$23.3K +221 New
S
239
SignatureFD
Georgia
$22K +$843 +8 +4%
FPWM
240
FSB Premier Wealth Management
Iowa
$20K +$20K +190 New
CCM
241
Copeland Capital Management
Pennsylvania
$18K -$34.9M -331,069 -100%
CCM
242
Covington Capital Management
California
$16K -$10.5K -100 -40%
FAG
243
Fortitude Advisory Group
Washington
$15K +$14.8K +141 New
IA
244
IndexIQ Advisors
New York
$13K +$12.8K +122 New
STCOSD
245
Sageworth Trust Company of South Dakota
South Dakota
$13K +$13.3K +126 New
SCA
246
Snowden Capital Advisors
New York
$12K +$12.2K +116 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$10K – – –
Cohen & Steers
248
Cohen & Steers
New York
$9K – – –
GAM
249
Gemmer Asset Management
California
$9K – – –
VCM
250
Vigilant Capital Management
Maine
$9K – – –
8 9
10
11 12

BMI Hedge Fund Activity: Q4 2021 in Review

274 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q4 2021, worth a combined $3.05B — up 19% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BMI positions and 20 closed out — a net gain of 19 holders — while 86 added to existing stakes and 96 trimmed.

The largest buyer was UBS AM, adding an estimated $248M. The largest seller was Copeland Capital Management, cutting an estimated $34.9M.

  • 274 institutional investors held Badger Meter (BMI) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $3.05B of Badger Meter stock for Q4 2021, up 19% quarter-over-quarter.
  • 39 funds opened new Badger Meter positions in Q4 2021 and 20 closed out, a net change of +19 holders.
  • The largest Badger Meter buyer in Q4 2021 was UBS AM, an estimated $248M added.
  • The largest Badger Meter seller in Q4 2021 was Copeland Capital Management, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2021.