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Badger Meter

355 hedge funds and large institutions have $3.82B invested in Badger Meter in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

140% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 25

92% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $753K

22% more capital invested

Capital invested by funds: $3.13B → $3.82B (+$692M)

11% more funds holding

Funds holding: 321355 (+34)

1.02% more ownership

Funds ownership: 87.49%88.51% (+1%)

14% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 129

Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
111
Reduced
129
Closed
25
Calls
$1.45M
Puts
$753K
Net Calls
+$693K
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
251
Sequoia Financial Advisors
Ohio
$284K +$36.2K +263 +16%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$275K +$1.93K +14 +0.8%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$273K -$271K -1,967 -52%
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$267K
XT
255
XTX Topco
Cayman Islands
$266K +$248K +1,805 New
RPA
256
Rock Point Advisors
Vermont
$266K -$27.5K -200 -10%
AWS
257
Atria Wealth Solutions
New York
$258K
RJFSA
258
Raymond James Financial Services Advisors
Florida
$257K -$573K -4,161 -71%
PA
259
Profund Advisors
Maryland
$256K +$1.1K +8 +0.5%
X
260
Xponance
Pennsylvania
$255K +$4.96K +36 +2%
DI
261
DFPG Investments
Utah
$253K +$1.38K +10 +0.6%
PCIA
262
Prime Capital Investment Advisors
Kansas
$251K -$12.1K -88 -5%
BSW
263
Buckingham Strategic Wealth
Missouri
$249K +$233K +1,689 New
JC
264
JB Capital
Connecticut
$246K +$413 +3 +0.2%
NCM
265
Northside Capital Management
Oregon
$243K
MLICM
266
Metropolitan Life Insurance Company (MetLife)
New York
$237K +$4.68K +34 +2%
LWA
267
Lowe Wealth Advisors
Maryland
$236K
ODG
268
O'Dell Group
Ohio
$230K +$215K +1,562 New
TRCT
269
Tower Research Capital (TRC)
New York
$230K +$91K +661 +74%
Neuberger Berman Group
270
Neuberger Berman Group
New York
$229K -$149K -1,082 -41%
CIM
271
Contravisory Investment Management
Massachusetts
$225K +$210K +1,522 New
SPIA
272
Steward Partners Investment Advisory
New York
$223K
DZ Bank
273
DZ Bank
Germany
$222K +$33.5K +243 +19%
MML Investors Services
274
MML Investors Services
Massachusetts
$220K +$205K +1,492 New
GEA
275
Glen Eagle Advisors
New Jersey
$216K

BMI Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q2 2023, worth a combined $3.82B — up 22% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BMI positions and 25 closed out — a net gain of 35 holders — while 111 added to existing stakes and 129 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $13.4M. The largest seller was State Street, cutting an estimated $31.5M.

  • 355 institutional investors held Badger Meter (BMI) as of Q2 2023, up from 321 in Q1 2023.
  • Funds reported $3.82B of Badger Meter stock for Q2 2023, up 22% quarter-over-quarter.
  • 60 funds opened new Badger Meter positions in Q2 2023 and 25 closed out, a net change of +35 holders.
  • The largest Badger Meter buyer in Q2 2023 was Millennium Management, an estimated $13.4M added.
  • The largest Badger Meter seller in Q2 2023 was State Street, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2023.