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Badger Meter

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: 23 (+1)

6% more funds holding

Funds holding: 394416 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
VA
301
Vident Advisory
Georgia
$258K -$85.6K -557 -26%
ODG
302
O'Dell Group
Ohio
$253K
Two Sigma Investments
303
Two Sigma Investments
New York
$251K -$1.96M -12,759 -89%
SPIA
304
Steward Partners Investment Advisory
New York
$250K +$5.84K +38 +3%
MLICM
305
Metropolitan Life Insurance Company (MetLife)
New York
$250K -$22.7K -148 -9%
GEA
306
Glen Eagle Advisors
New Jersey
$249K
ASN
307
Advisory Services Network
Georgia
$248K +$122K +793 +107%
IA
308
Inspire Advisors
Idaho
$247K +$235K +1,528 New
EC
309
EntryPoint Capital
New York
$243K +$32.9K +214 +17%
KIG
310
Kowal Investment Group
Wisconsin
$241K
FTDI
311
First Trust Direct Indexing
Massachusetts
$240K -$16.6K -108 -7%
Voloridge Investment Management
312
Voloridge Investment Management
Florida
$235K +$223K +1,452 New
JC
313
JB Capital
Connecticut
$224K +$307 +2 +0.1%
GWM
314
Gibbs Wealth Management
Georgia
$216K +$205K +1,337 New
SWP
315
Stratos Wealth Partners
Ohio
$216K
PWG
316
Portside Wealth Group
Utah
$214K +$203K +1,322 New
WA
317
Wealth Alliance
New York
$212K -$1.84K -12 -0.9%
HB
318
HTLF Bank
Colorado
$210K
FFA
319
Farther Finance Advisors
California
$206K +$190K +1,239 +2,529%
PWPS
320
Pinnacle Wealth Planning Services
Ohio
$205K +$195K +1,270 New
KBFS
321
Kohmann Bosshard Financial Services
Ohio
$202K +$191K +1,246 New
LWA
322
Lowe Wealth Advisors
Maryland
$197K -$58.4K -380 -24%
Nisa Investment Advisors
323
Nisa Investment Advisors
Missouri
$195K +$22K +143 +13%
BWM
324
BKM Wealth Management
Wisconsin
$194K
DP
325
Dundas Partners
United Kingdom
$185K +$37.8K +246 +27%

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.