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Badger Meter

489 hedge funds and large institutions have $5.72B invested in Badger Meter in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 169 increasing their positions, 166 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 476489 (+13)

1.98% more ownership

Funds ownership: 89.77%91.75% (+2%)

4% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $10.4M

2% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 166

0% less capital invested

Capital invested by funds: $5.75B → $5.72B (-$25.2M)

Holders
489
Holders Change
+13
Holders Change %
+2.73%
% of All Funds
6.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
67
Increased
169
Reduced
166
Closed
46
Calls
$10.8M
Puts
$10.4M
Net Calls
+$446K
Net Calls Change
-$4.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Parallel Advisors
California
$200K -$24K -110 -10%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$194K -$17.2K -79 -8%
NA
378
NewEdge Advisors
Louisiana
$187K
CAM
379
Close Asset Management
United Kingdom
$184K
Ohio Public Employees Retirement System (OPERS)
380
Ohio Public Employees Retirement System (OPERS)
Ohio
$169K -$33.3K -153 -16%
GI
381
GAMMA Investing
California
$167K -$4.36K -20 -2%
LWA
382
Lowe Wealth Advisors
Maryland
$165K
GIA
383
GHP Investment Advisors
Colorado
$164K
GRP
384
Global Retirement Partners
California
$161K -$25.9K -119 -14%
Pacer Advisors
385
Pacer Advisors
Pennsylvania
$159K -$100K -459 -38%
FFA
386
Farther Finance Advisors
California
$156K -$336K -1,542 -68%
CFP
387
Comprehensive Financial Planning
Pennsylvania
$155K +$159K +730 New
CA
388
Clearstead Advisors
Ohio
$153K
KBFS
389
Kohmann Bosshard Financial Services
Ohio
$151K -$116K -534 -43%
PCFFS
390
Pacific Center for Financial Services
California
$143K -$39.4K -181 -21%
OC
391
Oarsman Capital
Wisconsin
$142K +$2.18K +10 +2%
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$131K -$16.1K -74 -11%
SAM
393
Smartleaf Asset Management
Massachusetts
$128K +$94.1K +432 +262%
Bank Julius Baer & Co
394
Bank Julius Baer & Co
Switzerland
$127K +$8.28K +38 +8%
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$118K +$3.92K +18 +3%
AIC
396
Archer Investment Corporation
Indiana
$115K
AF
397
Advisornet Financial
Minnesota
$110K
TCOV
398
Trust Company of Vermont
Vermont
$101K
LSA
399
Leonteq Securities AG
Switzerland
$99.9K +$85.2K +391 +489%
HI
400
Harbour Investments
Wisconsin
$90K

BMI Hedge Fund Activity: Q4 2024 in Review

489 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q4 2024, worth a combined $5.72B — down 0.44% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BMI positions and 46 closed out — a net gain of 21 holders — while 169 added to existing stakes and 166 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $50.4M. The largest seller was Impax Asset Management Group, exiting entirely with an estimated $99.2M sold.

  • 489 institutional investors held Badger Meter (BMI) as of Q4 2024, up from 476 in Q3 2024.
  • Funds reported $5.72B of Badger Meter stock for Q4 2024, down 0.44% quarter-over-quarter.
  • 67 funds opened new Badger Meter positions in Q4 2024 and 46 closed out, a net change of +21 holders.
  • The largest Badger Meter buyer in Q4 2024 was Pictet Asset Management, an estimated $50.4M added.
  • The largest Badger Meter seller in Q4 2024 was Impax Asset Management Group, an estimated $99.2M sold.

Based on aggregated 13F filings for Q4 2024.