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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
SA
251
SRH Advisors
Kansas
$8K – – –
TWA
252
TCI Wealth Advisors
Arizona
$7K +$948 +9 +16%
WTA
253
Washington Trust Advisors
Massachusetts
$7K +$6.63K +63 New
CWC
254
Carolinas Wealth Consulting
North Carolina
$6K – – –
DFCM
255
Dark Forest Capital Management
Puerto Rico
$6K +$6.11K +58 New
FBT
256
First Bank & Trust
South Dakota
$5K – – –
ST
257
Sageworth Trust
Pennsylvania
$4K -$13.8K -131 -77%
VCM
258
Versant Capital Management
Arizona
$4K – – –
IFAM
259
Institutional & Family Asset Management
Colorado
$3K -$52.7K -500 -95%
TFO
260
Tarbox Family Office
California
$3K – – –
CFGS
261
Concourse Financial Group Securities
Alabama
$2K -$56K -532 -96%
FPS
262
Fieldpoint Private Securities
Connecticut
$2K -$23K -218 -92%
AAP
263
Arax Advisory Partners
Colorado
$2K -$4.32K -41 -67%
CYG
264
Clean Yield Group
Vermont
$2K – – –
Manulife (Manufacturers Life Insurance)
265
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55K -$15.7K -149 -1%
EBA
266
Eagle Bay Advisors
New York
$1K -$1.37K -13 -93%
FMP
267
Financial Management Professionals
Texas
$1K – – –
SC
268
Schubert & Co
Texas
$1K +$527 +5 New
JWA
269
JFS Wealth Advisors
Pennsylvania
$1K +$632 +6 New
C
270
Covestor
United Kingdom
$1K +$843 +8 New
BIA
271
Bell Investment Advisors
California
$1K +$1.05K +10 New
DWA
272
Delos Wealth Advisors
Texas
$1K +$1.47K +14 New
CP
273
Castleview Partners
Texas
$88 +$988K +9,377 New
OSNBOA
274
Old Second National Bank of Aurora
Illinois
– -$2.9M -28,716 Closed
HF
275
HRT Financial
New York
– -$2.07M -20,509 Closed
8 9 10
11
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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.