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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
IFAM
301
Institutional & Family Asset Management
Colorado
$3.41K
AAP
302
Arax Advisory Partners
Colorado
$3.17K
LC
303
Lindbrook Capital
California
$3.17K
LJHT
304
Laurie J. Hall Trustee
$3K +$2.81K +24 New
VNA
305
Valley National Advisers
Pennsylvania
$3K +$2.92K +25 New
VFA
306
Values First Advisors
Tennessee
$2.84K +$2.69K +23 New
BAAM
307
Baker Avenue Asset Management
California
$2.68K
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$2.68K
BWL
309
Bogart Wealth LLC
Virginia
$2.68K +$2.57K +22 New
JWA
310
JFS Wealth Advisors
Pennsylvania
$2.31K
SFG
311
Steward Financial Group
Texas
$2K +$1.17K +10 +100%
SC
312
Schubert & Co
Texas
$1.95K -$234 -2 -11%
HNB
313
Huntington National Bank
Ohio
$1.22K
BTI
314
Blue Trust Inc
Georgia
$1K +$701 +6 New
AF
315
Allworth Financial
California
$975
SIC
316
SJS Investment Consulting
Ohio
$975 +$117 +1 +14%
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$825 -$110K -942 -12%
ECM
318
Everence Capital Management
Indiana
$767
AF
319
Advisornet Financial
Minnesota
$731
DI
320
Disciplined Investments
Oklahoma
$487 -$117 -1 -20%
MHR
321
Matthew Hamilton Rosenberg
$122
TWP
322
TFO Wealth Partners
Ohio
$122
EBA
323
Eagle Bay Advisors
New York
$35
SVCP
324
Silicon Valley Capital Partners
California
$15
Lord, Abbett & Co
325
Lord, Abbett & Co
New Jersey
-$4.91M -45,000 Closed

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.