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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
BAAM
351
Baker Avenue Asset Management
California
$3.17K
BWL
352
Bogart Wealth LLC
Virginia
$3.17K
FCA
353
FinTrust Capital Advisors
South Carolina
$3.02K +$3.32K +21 New
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$2.88K -$316 -2 -9%
Mitsubishi UFJ Asset Management
355
Mitsubishi UFJ Asset Management
Japan
$2.88K +$3.16K +20 New
CCM
356
Copeland Capital Management
Pennsylvania
$2.73K -$6K -38 -67%
JWA
357
JFS Wealth Advisors
Pennsylvania
$2.73K
CFD
358
Creative Financial Designs
Indiana
$2.3K
OLVIG
359
Oliver Lagore Vanvalin Investment Group
Michigan
$2.16K +$2.37K +15 New
VF
360
VitalStone Financial
Texas
$2K +$2.69K +17 New
SFG
361
Steward Financial Group
Texas
$2K +$3.16K +20 New
AAP
362
Arax Advisory Partners
Colorado
$1.87K -$790 -5 -28%
AWM
363
Atticus Wealth Management
Florida
$1.44K
SS
364
Sunbelt Securities
Texas
$1.44K +$1.58K +10 New
HNB
365
Huntington National Bank
Ohio
$1.29K
SIC
366
SJS Investment Consulting
Ohio
$1.01K
ECM
367
Everence Capital Management
Indiana
$906
AWM
368
Abound Wealth Management
Tennessee
$864
AF
369
Advisornet Financial
Minnesota
$863 +$158 +1 +20%
CWC
370
Carolinas Wealth Consulting
North Carolina
$594 -$9.64K -61 -94%
TWP
371
TFO Wealth Partners
Ohio
$148
MHR
372
Matthew Hamilton Rosenberg
$144
AssetMark Inc
373
AssetMark Inc
California
$144 +$158 +1 New
EBA
374
Eagle Bay Advisors
New York
$84 +$158 +1 New
SBIA
375
Sheaff Brock Investment Advisors
Indiana
-$2.8M -19,000 Closed

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.