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Badger Meter
BMI

416 hedge funds and large institutions have $4.25B invested in Badger Meter in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 152 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

68% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $3.64M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 394 → 416 (+22)

7% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 142

3% more capital invested

Capital invested by funds: $4.12B → $4.25B (+$131M)

1.29% less ownership

Funds ownership: 91% → 89.72% (-1.3%)

Holders
416
Holders Change
+22
Holders Change %
+5.58%
% of All Funds
5.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
55
Increased
152
Reduced
142
Closed
30
Calls
$6.13M
Puts
$3.64M
Net Calls
+$2.49M
Net Calls Change
+$1.74M

Top Buyers

1
BlackRock
BlackRock
New York
+$27.2M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$7.48M
3
N
Nuveen
North Carolina
+$7.07M
4
LPL Financial
LPL Financial
California
+$6.62M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.01M

Top Sellers

1
Invesco
Invesco
Georgia
-$42.5M
2
Morgan Stanley
Morgan Stanley
New York
-$30M
3
JP Morgan Chase
JP Morgan Chase
New York
-$16.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.5M
5
DCM
Driehaus Capital Management
Illinois
-$8.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
276
Raymond James Financial Services Advisors
Florida
$333K +$316K +2,057 New
BCM
277
Bayesian Capital Management
New York
$327K +$310K +2,019 New
FIM
278
Fruth Investment Management
Texas
$323K – – –
GLR
279
Great Lakes Retirement
Ohio
$322K +$614 +4 +0.2%
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$314K +$21.8K +142 +8%
SFA
281
Sequoia Financial Advisors
Ohio
$313K -$7.68K -50 -3%
SCM
282
Shelton Capital Management
Colorado
$311K -$16.7K -109 -5%
Point72 Asset Management
283
Point72 Asset Management
Connecticut
$307K -$154K -1,000 -34%
DAS
284
Diversify Advisory Services
Utah
$299K +$287K +1,870 New
Mackenzie Financial
285
Mackenzie Financial
Ontario, Canada
$292K – – –
RPA
286
Rock Point Advisors
Vermont
$291K – – –
OR
287
Olympiad Research
Connecticut
$291K +$276K +1,797 New
PF
288
Phoenix Financial
Israel
$291K +$4.92K +32 +2%
X
289
Xponance
Pennsylvania
$288K -$1.07K -7 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
290
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$287K +$272K +1,772 New
I
291
InceptionR
California
$285K +$270K +1,759 New
PCM
292
Prelude Capital Management
New York
$279K +$265K +1,725 New
PA
293
Profund Advisors
Maryland
$273K -$10.1K -66 -4%
MML Investors Services
294
MML Investors Services
Massachusetts
$271K +$614 +4 +0.2%
PAG
295
Private Advisor Group
New Jersey
$271K +$257K +1,674 New
NCM
296
Northside Capital Management
Oregon
$267K – – –
YMRC
297
Yorktown Management & Research Company
Virginia
$267K +$253K +1,650 New
FHB
298
First Hawaiian Bank
Hawaii
$265K +$251K +1,636 New
CIM
299
Contravisory Investment Management
Massachusetts
$259K – – –
VI
300
Versor Investments
New York
$259K +$246K +1,600 New
10 11
12
13 14

BMI Hedge Fund Activity: Q1 2024 in Review

416 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2024, worth a combined $4.25B — up 3.2% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BMI positions and 30 closed out — a net gain of 25 holders — while 152 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $27.2M. The largest seller was Invesco, cutting an estimated $42.5M.

  • 416 institutional investors held Badger Meter (BMI) as of Q1 2024, up from 394 in Q4 2023.
  • Funds reported $4.25B of Badger Meter stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 55 funds opened new Badger Meter positions in Q1 2024 and 30 closed out, a net change of +25 holders.
  • The largest Badger Meter buyer in Q1 2024 was BlackRock, an estimated $27.2M added.
  • The largest Badger Meter seller in Q1 2024 was Invesco, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2024.