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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
PS
401
Principal Securities
Iowa
$1.78K
PWMG
402
Private Wealth Management Group
New Jersey
$1.46K
SIC
403
SJS Investment Consulting
Ohio
$1.13K
CIA
404
Cape Investment Advisory
Georgia
$1.13K +$1.07K +7 New
ECM
405
Everence Capital Management
Indiana
$1.02K
AWM
406
Abound Wealth Management
Tennessee
$971
TIM
407
Thompson Investment Management
Wisconsin
$822 +$768 +5 New
DPW
408
DiNuzzo Private Wealth
Pennsylvania
$810
HCP
409
Hexagon Capital Partners
Arkansas
$809 +$768 +5 New
MA
410
Montag & Associates
Georgia
$625 +$614 +4 New
CWC
411
Carolinas Wealth Consulting
North Carolina
$510 -$154 -1 -25%
RIL
412
Rothschild Investment LLC
Illinois
$485 +$461 +3 New
CCM
413
Copeland Capital Management
Pennsylvania
$162 -$2.77K -18 -95%
BTI
414
Blue Trust Inc
Georgia
$162 -$614 -4 -80%
TWP
415
TFO Wealth Partners
Ohio
$162
MHR
416
Matthew Hamilton Rosenberg
$160
SLAM
417
Swiss Life Asset Management
-$5.86M -37,907 Closed
TPM
418
Triasima Portfolio Management
Quebec, Canada
-$1.92M -12,425 Closed
PMEF
419
Point72 Middle East FZE
United Arab Emirates
-$831K -5,381 Closed
CIBC World Market
420
CIBC World Market
Ontario, Canada
-$608K -3,941 Closed
TCA
421
Tortoise Capital Advisors
Kansas
-$601K -3,894 Closed
Marshall Wace
422
Marshall Wace
United Kingdom
-$434K -2,812 Closed
CAPTRUST Financial Advisors
423
CAPTRUST Financial Advisors
North Carolina
-$408K -2,641 Closed
YIH
424
Y-Intercept (HK)
Hong Kong
-$392K -2,538 Closed
ACM
425
Aquatic Capital Management
Illinois
-$355K -2,300 Closed

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.