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Badger Meter
BMI

394 hedge funds and large institutions have $4.12B invested in Badger Meter in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 30

19% more call options, than puts

Call options by funds: $4.82M | Put options by funds: $4.06M

9% more capital invested

Capital invested by funds: $3.77B → $4.12B (+$350M)

6% more funds holding

Funds holding: 373 → 394 (+21)

1.81% more ownership

Funds ownership: 89.2% → 91% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 138

Holders
394
Holders Change
+21
Holders Change %
+5.63%
% of All Funds
5.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
57
Increased
136
Reduced
138
Closed
30
Calls
$4.82M
Puts
$4.06M
Net Calls
+$756K
Net Calls Change
+$195K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$63.2M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$18.5M
3
Goldman Sachs
Goldman Sachs
New York
+$14.6M
4
Man Group
Man Group
United Kingdom
+$11.8M
5
EAM
Eagle Asset Management
Florida
+$9.78M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$31.1M
2
Millennium Management
Millennium Management
New York
-$12.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$9.19M
5
MAM
Montanaro Asset Management
United Kingdom
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
RSA
226
River Street Advisors
Illinois
$519K -$12.4K -85 -2%
LCM
227
Legato Capital Management
California
$518K +$73.3K +503 +18%
B
228
Bailard
California
$516K +$61.2K +420 +14%
SSA
229
Schonfeld Strategic Advisors
New York
$509K +$481K +3,300 New
PVAMC
230
PPS&V Asset Management Consultants
Michigan
$494K – – –
BAMF
231
BI Asset Management Fondsmaeglerselskab
Denmark
$491K -$1.6M -11,009 -78%
SF
232
Synovus Financial
Georgia
$478K -$202K -1,386 -31%
EI
233
Ethic Inc
New York
$469K -$138K -947 -24%
GCM
234
Graham Capital Management
Connecticut
$467K -$208K -1,428 -32%
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$458K +$2.33K +16 +0.5%
CC
236
Cipher Capital
New York
$453K +$169K +1,161 +65%
Point72 Asset Management
237
Point72 Asset Management
Connecticut
$448K -$133K -916 -24%
II
238
Inspire Investing
Idaho
$440K -$550K -3,779 -57%
Marshall Wace
239
Marshall Wace
United Kingdom
$434K +$410K +2,812 New
AAM
240
Aureus Asset Management
Massachusetts
$433K – – –
EIG
241
Ellenbecker Investment Group
Wisconsin
$430K +$583 +4 +0.1%
FRM
242
Fox Run Management
Connecticut
$428K +$404K +2,774 New
Federated Hermes
243
Federated Hermes
Pennsylvania
$423K -$17K -117 -4%
HSBC Holdings
244
HSBC Holdings
United Kingdom
$420K +$103K +704 +35%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$408K +$105K +721 +38%
M
246
Mirova
France
$407K +$384K +2,638 New
Chevy Chase Trust
247
Chevy Chase Trust
Maryland
$406K – – –
NRD
248
Nebula Research & Development
New York
$404K +$381K +2,619 New
TI
249
Tidal Investments
Wisconsin
$404K +$88.1K +605 +30%
DTL
250
Dynamic Technology Lab
Singapore
$400K +$122K +841 +48%
8 9
10
11 12

BMI Hedge Fund Activity: Q4 2023 in Review

394 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q4 2023, worth a combined $4.12B — up 9.3% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BMI positions and 30 closed out — a net gain of 27 holders — while 136 added to existing stakes and 138 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63.2M. The largest seller was Invesco, cutting an estimated $31.1M.

  • 394 institutional investors held Badger Meter (BMI) as of Q4 2023, up from 373 in Q3 2023.
  • Funds reported $4.12B of Badger Meter stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 57 funds opened new Badger Meter positions in Q4 2023 and 30 closed out, a net change of +27 holders.
  • The largest Badger Meter buyer in Q4 2023 was Morgan Stanley, an estimated $63.2M added.
  • The largest Badger Meter seller in Q4 2023 was Invesco, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2023.