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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$63.2M |
| 2 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$18.5M |
| 3 |
Goldman Sachs
New York
|
+$14.6M |
| 4 |
Man Group
London,
United Kingdom
|
+$11.8M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$9.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$31.1M |
| 2 |
Millennium Management
New York
|
-$12.4M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.3M |
| 4 |
JP Morgan Chase
New York
|
-$9.19M |
| 5 |
MAM
Montanaro Asset Management
London,
United Kingdom
|
-$6.41M |
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.