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Badger Meter

373 hedge funds and large institutions have $3.77B invested in Badger Meter in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

11% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $5.15M

5% more funds holding

Funds holding: 355373 (+18)

0.68% more ownership

Funds ownership: 88.51%89.2% (+0.68%)

1% less capital invested

Capital invested by funds: $3.82B → $3.77B (-$49.5M)

4% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 130

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
373
Holders Change
+18
Holders Change %
+5.07%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
125
Reduced
130
Closed
30
Calls
$5.71M
Puts
$5.15M
Net Calls
+$561K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
301
Pacific Center for Financial Services
California
$123K +$135K +854 New
UB
302
UMB Bank
Missouri
$115K
CAM
303
Close Asset Management
United Kingdom
$114K +$14.8K +94 +13%
C
304
Covestor
United Kingdom
$107K -$2.69K -17 -2%
GIA
305
GHP Investment Advisors
Colorado
$107K
KC
306
Kepos Capital
New York
$96K +$1.9K +12 +2%
UFF
307
USA Financial Formulas
Michigan
$92.9K -$474 -3 -0.5%
Bank Julius Baer & Co
308
Bank Julius Baer & Co
Switzerland
$87K +$2.84K +18 +3%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$77K +$21K +133 +33%
TCOV
310
Trust Company of Vermont
Vermont
$71.9K
HI
311
Harbour Investments
Wisconsin
$61K
BF
312
BOK Financial
Oklahoma
$45K +$51.3K +325 New
S
313
SignatureFD
Georgia
$40.7K -$2.21K -14 -5%
PGAM
314
Princeton Global Asset Management
New Jersey
$38.4K
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$38.3K
Asset Management One
316
Asset Management One
Japan
$35K +$38.4K +243 New
PTC
317
Private Trust Company
Ohio
$34.1K
TPCW
318
TD Private Client Wealth
New York
$34.1K
BCV
319
Banque Cantonale Vaudoise
Switzerland
$32K
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$31.7K +$4.26K +27 +14%
AA
321
Ancora Advisors
Ohio
$28.8K
LFA
322
LGT Financial Advisors
Texas
$27.9K +$30.6K +194 New
CAC
323
Core Alternative Capital
Georgia
$23.9K
Ohio Public Employees Retirement System (OPERS)
324
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K -$3.16K -20 -12%
EWA
325
EverSource Wealth Advisors
Alabama
$20.4K -$632 -4 -3%

BMI Hedge Fund Activity: Q3 2023 in Review

373 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q3 2023, worth a combined $3.77B — down 1.3% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BMI positions and 30 closed out — a net gain of 22 holders — while 125 added to existing stakes and 130 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $16.4M. The largest seller was Impax Asset Management Group, cutting an estimated $34.9M.

  • 373 institutional investors held Badger Meter (BMI) as of Q3 2023, up from 355 in Q2 2023.
  • Funds reported $3.77B of Badger Meter stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 52 funds opened new Badger Meter positions in Q3 2023 and 30 closed out, a net change of +22 holders.
  • The largest Badger Meter buyer in Q3 2023 was Goldman Sachs, an estimated $16.4M added.
  • The largest Badger Meter seller in Q3 2023 was Impax Asset Management Group, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2023.