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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
CCM
326
Copeland Capital Management
Pennsylvania
$8.41K
RCM
327
Raleigh Capital Management
North Carolina
$8.14K +$2.48K +18 +49%
FFA
328
Farther Finance Advisors
California
$6.49K
GWS
329
Glassman Wealth Services
Virginia
$6.2K
APW
330
Acima Private Wealth
Virginia
$5.17K
LFG
331
Larson Financial Group
Missouri
$4.87K +$4.54K +33 New
IFAM
332
Institutional & Family Asset Management
Colorado
$4.13K
LJHT
333
Laurie J. Hall Trustee
$4K
LC
334
Lindbrook Capital
California
$3.84K
BAAM
335
Baker Avenue Asset Management
California
$3.25K
BWL
336
Bogart Wealth LLC
Virginia
$3.25K
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$3.25K
Bessemer Group
338
Bessemer Group
New Jersey
$3K +$3.17K +23 New
HIM
339
Hillsdale Investment Management
Ontario, Canada
$2.95K +$2.75K +20 New
JWA
340
JFS Wealth Advisors
Pennsylvania
$2.8K
AAP
341
Arax Advisory Partners
Colorado
$2.66K -$1.1K -8 -31%
CFD
342
Creative Financial Designs
Indiana
$2.36K +$2.2K +16 New
AWM
343
Atticus Wealth Management
Florida
$1.48K +$1.38K +10 New
HNB
344
Huntington National Bank
Ohio
$1.33K -$138 -1 -10%
AF
345
Allworth Financial
California
$1.18K
SIC
346
SJS Investment Consulting
Ohio
$1.03K -$138 -1 -13%
CAS
347
Coppell Advisory Solutions
Texas
$1.03K +$964 +7 New
BTI
348
Blue Trust Inc
Georgia
$1K
AWM
349
Abound Wealth Management
Tennessee
$886 +$826 +6 New
AF
350
Advisornet Financial
Minnesota
$738 -$138 -1 -17%

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.