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Badger Meter

321 hedge funds and large institutions have $3.13B invested in Badger Meter in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

36% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $938K

17% more capital invested

Capital invested by funds: $2.67B → $3.13B (+$459M)

4% more funds holding

Funds holding: 308321 (+13)

1.53% more ownership

Funds ownership: 85.96%87.49% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

Holders
321
Holders Change
+13
Holders Change %
+4.22%
% of All Funds
5.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
100
Reduced
118
Closed
28
Calls
$1.28M
Puts
$938K
Net Calls
+$341K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
RPA
226
Rock Point Advisors
Vermont
$244K
FIM
227
Fruth Investment Management
Texas
$243K
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$233K
CL
229
CIM LLC
New York
$227K -$7.72K -66 -3%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$226K +$217K +1,853 New
Point72 Asset Management
231
Point72 Asset Management
Connecticut
$223K +$214K +1,833 New
ACM
232
Acrisure Capital Management
Texas
$222K +$213K +1,824 New
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$222K +$213K +1,819 New
CCIA
234
Campbell & Co Investment Adviser
Maryland
$218K -$51K -436 -20%
HWAM
235
Hennion & Walsh Asset Management
New Jersey
$218K +$209K +1,789 New
PCIA
236
Prime Capital Investment Advisors
Kansas
$218K +$209K +1,788 New
AWS
237
Atria Wealth Solutions
New York
$213K +$204K +1,747 New
DI
238
DFPG Investments
Utah
$210K +$202K +1,726 New
PA
239
Profund Advisors
Maryland
$210K -$13.8K -118 -6%
SWS
240
SYSTM Wealth Solutions
Illinois
$210K +$202K +1,724 New
X
241
Xponance
Pennsylvania
$206K +$198K +1,693 New
JC
242
JB Capital
Connecticut
$203K +$195K +1,666 New
SFA
243
Sequoia Financial Advisors
Ohio
$203K +$194K +1,663 New
NCM
244
Northside Capital Management
Oregon
$201K +$193K +1,650 New
LWA
245
Lowe Wealth Advisors
Maryland
$195K
GRP
246
Global Retirement Partners
California
$194K +$157K +1,345 +1,546%
MLICM
247
Metropolitan Life Insurance Company (MetLife)
New York
$191K -$26.8K -229 -13%
SPIA
248
Steward Partners Investment Advisory
New York
$184K
GEA
249
Glen Eagle Advisors
New Jersey
$178K -$4.09K -35 -2%
DP
250
Dundas Partners
United Kingdom
$162K -$72.5K -620 -32%

BMI Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2023, worth a combined $3.13B — up 17% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BMI positions and 28 closed out — a net gain of 15 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $36.4M. The largest seller was BlackRock, cutting an estimated $10.6M.

  • 321 institutional investors held Badger Meter (BMI) as of Q1 2023, up from 308 in Q4 2022.
  • Funds reported $3.13B of Badger Meter stock for Q1 2023, up 17% quarter-over-quarter.
  • 43 funds opened new Badger Meter positions in Q1 2023 and 28 closed out, a net change of +15 holders.
  • The largest Badger Meter buyer in Q1 2023 was UBS AM, an estimated $36.4M added.
  • The largest Badger Meter seller in Q1 2023 was BlackRock, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.