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Badger Meter

355 hedge funds and large institutions have $3.82B invested in Badger Meter in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

140% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 25

92% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $753K

22% more capital invested

Capital invested by funds: $3.13B → $3.82B (+$692M)

11% more funds holding

Funds holding: 321355 (+34)

1.02% more ownership

Funds ownership: 87.49%88.51% (+1%)

14% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 129

Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
111
Reduced
129
Closed
25
Calls
$1.45M
Puts
$753K
Net Calls
+$693K
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
BerganKDV Wealth Management
Minnesota
$59K
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$59K +$4.41K +32 +9%
Point72 Asset Management
303
Point72 Asset Management
Connecticut
$44.9K -$210K -1,529 -83%
S
304
SignatureFD
Georgia
$43.8K -$1.38K -10 -3%
PGAM
305
Princeton Global Asset Management
New Jersey
$39.4K
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$39.3K
PTC
307
Private Trust Company
Ohio
$35K
TPCW
308
TD Private Client Wealth
New York
$35K
BCV
309
Banque Cantonale Vaudoise
Switzerland
$33K
AA
310
Ancora Advisors
Ohio
$29.5K
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$28.5K +$26.6K +193 New
Ohio Public Employees Retirement System (OPERS)
312
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K -$4.41K -32 -16%
HIIFS
313
Harel Insurance Investments & Financial Services
Israel
$25K +$23.8K +173 New
CAC
314
Core Alternative Capital
Georgia
$24.5K
EWA
315
EverSource Wealth Advisors
Alabama
$21.5K +$1.65K +12 +9%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$18.1K +$4.96K +36 +41%
AS
317
Altshuler Shaham
Israel
$17.7K -$7.02K -51 -30%
PFBT
318
Parkside Financial Bank & Trust
Missouri
$16.4K
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$15.2K +$1.51K +11 +12%
IWP
320
IAG Wealth Partners
Wisconsin
$14.8K
QL
321
Quarry LP
New York
$10.9K +$10.2K +74 New
BIA
322
Bell Investment Advisors
California
$9.59K +$1.93K +14 +27%
CWC
323
Carolinas Wealth Consulting
North Carolina
$9.56K +$138 +1 +2%
VCM
324
Versant Capital Management
Arizona
$9.3K +$964 +7 +13%
SA
325
SRH Advisors
Kansas
$8.77K

BMI Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q2 2023, worth a combined $3.82B — up 22% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BMI positions and 25 closed out — a net gain of 35 holders — while 111 added to existing stakes and 129 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $13.4M. The largest seller was State Street, cutting an estimated $31.5M.

  • 355 institutional investors held Badger Meter (BMI) as of Q2 2023, up from 321 in Q1 2023.
  • Funds reported $3.82B of Badger Meter stock for Q2 2023, up 22% quarter-over-quarter.
  • 60 funds opened new Badger Meter positions in Q2 2023 and 25 closed out, a net change of +35 holders.
  • The largest Badger Meter buyer in Q2 2023 was Millennium Management, an estimated $13.4M added.
  • The largest Badger Meter seller in Q2 2023 was State Street, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2023.