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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
TPCW
276
TD Private Client Wealth
New York
$28.9K
BCV
277
Banque Cantonale Vaudoise
Switzerland
$27K -$58.9K -504 -69%
Ohio Public Employees Retirement System (OPERS)
278
Ohio Public Employees Retirement System (OPERS)
Ohio
$25K -$468 -4 -2%
AA
279
Ancora Advisors
Ohio
$24.4K
AS
280
Altshuler Shaham
Israel
$20.8K -$1.05K -9 -5%
CAC
281
Core Alternative Capital
Georgia
$20.2K
EWA
282
EverSource Wealth Advisors
Alabama
$16.3K -$585 -5 -4%
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$15.2K
PFBT
284
Parkside Financial Bank & Trust
Missouri
$13.5K
EI
285
Ellevest Inc
New York
$13.3K -$1.17K -10 -8%
IWP
286
IAG Wealth Partners
Wisconsin
$12.2K
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$11.2K +$5.26K +45 +96%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$10.6K +$10.2K +87 New
SA
289
SRH Advisors
Kansas
$9K
CWC
290
Carolinas Wealth Consulting
North Carolina
$7.8K +$585 +5 +8%
TWA
291
TCI Wealth Advisors
Arizona
$7.31K
CCM
292
Copeland Capital Management
Pennsylvania
$7K
VCM
293
Versant Capital Management
Arizona
$6.78K -$4.44K -38 -40%
BIA
294
Bell Investment Advisors
California
$6.21K +$1.29K +11 +28%
FFA
295
Farther Finance Advisors
California
$5.36K
GWS
296
Glassman Wealth Services
Virginia
$5.12K
ST
297
Sageworth Trust
Pennsylvania
$4.75K
RCM
298
Raleigh Capital Management
North Carolina
$4.52K +$935 +8 +28%
APW
299
Acima Private Wealth
Virginia
$4.26K +$4.09K +35 New
STCOSD
300
Sageworth Trust Company of South Dakota
South Dakota
$4.02K

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.