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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
GWSG
326
GPS Wealth Strategies Group
Colorado
$177K +$60.4K +393 +56%
QCG
327
Quadrant Capital Group
Ohio
$169K +$3.53K +23 +2%
PA
328
Parallel Advisors
California
$163K +$614 +4 +0.4%
CFM
329
Catalyst Funds Management
Australia
$146K +$138K +900 New
NA
330
NewEdge Advisors
Louisiana
$142K
GRP
331
Global Retirement Partners
California
$142K
PCFFS
332
Pacific Center for Financial Services
California
$138K
CAM
333
Close Asset Management
United Kingdom
$133K +$3.53K +23 +3%
PI
334
PEAK6 Investments
Illinois
$131K -$73.7K -480 -37%
UB
335
UMB Bank
Missouri
$131K +$1.84K +12 +2%
GIA
336
GHP Investment Advisors
Colorado
$125K -$1.84K -12 -2%
KC
337
Kepos Capital
New York
$110K +$2K +13 +2%
SWS
338
SYSTM Wealth Solutions
Illinois
$99.5K +$8.45K +55 +10%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$99.2K +$95.4K +621 New
NC
340
nVerses Capital
Florida
$97.1K +$92.2K +600 New
Bank Julius Baer & Co
341
Bank Julius Baer & Co
Switzerland
$97.1K
TRCT
342
Tower Research Capital (TRC)
New York
$88K -$1.81M -11,754 -96%
AIC
343
Archer Investment Corporation
Indiana
$87.4K +$82.9K +540 New
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$86.7K +$43.6K +284 +113%
AF
345
Advisornet Financial
Minnesota
$84.1K -$922 -6 -1%
TCOV
346
Trust Company of Vermont
Vermont
$80.9K
Bessemer Group
347
Bessemer Group
New Jersey
$80K +$72.8K +474 +2,633%
C
348
Covestor
United Kingdom
$75K -$42.2K -275 -37%
HI
349
Harbour Investments
Wisconsin
$68.6K
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$66K -$4.61K -30 -7%

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.