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Badger Meter

373 hedge funds and large institutions have $3.77B invested in Badger Meter in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

11% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $5.15M

5% more funds holding

Funds holding: 355373 (+18)

0.68% more ownership

Funds ownership: 88.51%89.2% (+0.68%)

1% less capital invested

Capital invested by funds: $3.82B → $3.77B (-$49.5M)

4% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 130

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
373
Holders Change
+18
Holders Change %
+5.07%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
125
Reduced
130
Closed
30
Calls
$5.71M
Puts
$5.15M
Net Calls
+$561K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$297K -$6.32K -40 -2%
PF
252
Phoenix Financial
Israel
$295K +$298K +1,888 New
SFA
253
Sequoia Financial Advisors
Ohio
$293K +$17.1K +108 +6%
SCM
254
Shelton Capital Management
Colorado
$292K -$25.7K -163 -7%
TCM
255
Teza Capital Management
Illinois
$290K +$319K +2,017 New
TI
256
Tidal Investments
Wisconsin
$289K +$318K +2,012 New
DZ Bank
257
DZ Bank
Germany
$289K +$79.8K +505 +34%
MUAMU
258
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$288K -$316K -2,000 -50%
HSBC Holdings
259
HSBC Holdings
United Kingdom
$288K -$143K -904 -31%
AWS
260
Atria Wealth Solutions
New York
$287K +$39.6K +251 +14%
BSW
261
Buckingham Strategic Wealth
Missouri
$287K +$48.3K +306 +18%
VA
262
Vident Advisory
Georgia
$287K +$315K +1,995 New
FIM
263
Fruth Investment Management
Texas
$287K
GLR
264
Great Lakes Retirement
Ohio
$286K +$314K +1,987 New
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$276K +$8.37K +53 +3%
VRS
266
Virginia Retirement Systems
Virginia
$273K -$442K -2,800 -60%
XT
267
XTX Topco
Cayman Islands
$270K +$11.4K +72 +4%
RPA
268
Rock Point Advisors
Vermont
$259K
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
$257K -$2.21K -14 -0.8%
TRCT
270
Tower Research Capital (TRC)
New York
$256K +$34.8K +220 +14%
CC
271
Cipher Capital
New York
$255K +$280K +1,774 New
DTL
272
Dynamic Technology Lab
Singapore
$252K -$297K -1,877 -52%
X
273
Xponance
Pennsylvania
$250K +$948 +6 +0.3%
DI
274
DFPG Investments
Utah
$248K +$2.05K +13 +0.7%
Envestnet Portfolio Solutions
275
Envestnet Portfolio Solutions
Illinois
$245K +$269K +1,702 New

BMI Hedge Fund Activity: Q3 2023 in Review

373 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q3 2023, worth a combined $3.77B — down 1.3% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BMI positions and 30 closed out — a net gain of 22 holders — while 125 added to existing stakes and 130 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $16.4M. The largest seller was Impax Asset Management Group, cutting an estimated $34.9M.

  • 373 institutional investors held Badger Meter (BMI) as of Q3 2023, up from 355 in Q2 2023.
  • Funds reported $3.77B of Badger Meter stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 52 funds opened new Badger Meter positions in Q3 2023 and 30 closed out, a net change of +22 holders.
  • The largest Badger Meter buyer in Q3 2023 was Goldman Sachs, an estimated $16.4M added.
  • The largest Badger Meter seller in Q3 2023 was Impax Asset Management Group, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2023.