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Badger Meter
BMI

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: 2 → 3 (+1)

6% more funds holding

Funds holding: 394 → 416 (+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

Top Buyers

1
BlackRock
BlackRock
New York
+$27.2M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$7.48M
3
N
Nuveen
North Carolina
+$7.07M
4
LPL Financial
LPL Financial
California
+$6.62M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.01M

Top Sellers

1
Invesco
Invesco
Georgia
-$42.5M
2
Morgan Stanley
Morgan Stanley
New York
-$30M
3
JP Morgan Chase
JP Morgan Chase
New York
-$16.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.5M
5
DCM
Driehaus Capital Management
Illinois
-$8.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$14.9K – – –
RA
377
Rise Advisors
New York
$14.7K +$14K +91 New
AA
378
Addison Advisors
Vermont
$11.8K – – –
SA
379
SRH Advisors
Kansas
$11.7K – – –
Jones Financial Companies
380
Jones Financial Companies
Missouri
$10.8K +$7.83K +51 +319%
VCM
381
Versant Capital Management
Arizona
$10.2K – – –
BIA
382
Bell Investment Advisors
California
$9.38K -$461 -3 -5%
LC
383
Lindbrook Capital
California
$8.58K – – –
CJ
384
Caitlin John
Michigan
$7.54K -$4.45K -29 -38%
HIM
385
Hillsdale Investment Management
Ontario, Canada
$6.47K +$768 +5 +14%
BFEC
386
Benjamin F. Edwards & Company
Missouri
$6K -$768 -5 -13%
PFBT
387
Parkside Financial Bank & Trust
Missouri
$5.99K +$3.23K +21 +131%
IFAM
388
Institutional & Family Asset Management
Colorado
$5.02K – – –
CA
389
Crewe Advisors
Utah
$4.37K +$4.15K +27 New
BWL
390
Bogart Wealth LLC
Virginia
$3.56K – – –
CA
391
Continuum Advisory
Idaho
$3.36K +$2.61K +17 New
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$3.24K – – –
Mitsubishi UFJ Asset Management
393
Mitsubishi UFJ Asset Management
Japan
$3.24K – – –
JWA
394
JFS Wealth Advisors
Pennsylvania
$3.08K – – –
VF
395
VitalStone Financial
Texas
$3K – – –
CTA
396
Colonial Trust Advisors
South Carolina
$2.75K +$2.61K +17 New
PCWA
397
Pacific Capital Wealth Advisors
California
$2.75K +$2.61K +17 New
CFD
398
Creative Financial Designs
Indiana
$2.59K – – –
OLVIG
399
Oliver Lagore Vanvalin Investment Group
Michigan
$2.43K – – –
AAP
400
Arax Advisory Partners
Colorado
$2.1K – – –
14 15
16
17 18

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.