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Badger Meter

450 hedge funds and large institutions have $4.9B invested in Badger Meter in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 174 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

37% more call options, than puts

Call options by funds: $7.86M | Put options by funds: $5.74M

15% more capital invested

Capital invested by funds: $4.25B → $4.9B (+$647M)

8% more funds holding

Funds holding: 416450 (+34)

0.25% less ownership

Funds ownership: 89.72%89.47% (-0.25%)

16% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 174

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
450
Holders Change
+34
Holders Change %
+8.17%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
70
Increased
146
Reduced
174
Closed
30
Calls
$7.86M
Puts
$5.74M
Net Calls
+$2.13M
Net Calls Change
-$367K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Versant Capital Management
Arizona
$15.1K +$3.29K +18 +29%
SA
402
SRH Advisors
Kansas
$13.4K
AAP
403
Arax Advisory Partners
Colorado
$13.2K +$10.6K +58 +446%
AA
404
Addison Advisors
Vermont
$12.7K -$913 -5 -7%
BIA
405
Bell Investment Advisors
California
$12.3K +$1.46K +8 +14%
LC
406
Lindbrook Capital
California
$9.88K
CJ
407
Caitlin John
Michigan
$8.69K
HIM
408
Hillsdale Investment Management
Ontario, Canada
$7.45K
OWA
409
Opal Wealth Advisors
New York
$7.27K +$7.12K +39 New
CFB
410
Cullen/Frost Bankers
Texas
$6.53K +$6.39K +35 New
WAS
411
Winch Advisory Services
Wisconsin
$6.34K +$6.21K +34 New
CIA
412
Cape Investment Advisory
Georgia
$6.15K +$4.75K +26 +371%
PWMG
413
Private Wealth Management Group
New Jersey
$5.96K +$4.2K +23 +256%
UB
414
UMB Bank
Missouri
$5.96K -$142K -780 -96%
ATPW
415
Ashton Thomas Private Wealth
Arizona
$4.66K +$4.57K +25 New
BWL
416
Bogart Wealth LLC
Virginia
$4.1K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$3.91K -$2.92K -16 -43%
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$3.73K
Mitsubishi UFJ Asset Management
419
Mitsubishi UFJ Asset Management
Japan
$3.73K
JWA
420
JFS Wealth Advisors
Pennsylvania
$3.54K
CA
421
Continuum Advisory
Idaho
$3.54K +$365 +2 +12%
CA
422
Clearstead Advisors
Ohio
$3.35K +$3.29K +18 New
IC
423
Innealta Capital
Texas
$3.35K +$3.29K +18 New
Bessemer Group
424
Bessemer Group
New Jersey
$3K -$86.5K -474 -96%
VF
425
VitalStone Financial
Texas
$2.98K -$183 -1 -6%

BMI Hedge Fund Activity: Q2 2024 in Review

450 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q2 2024, worth a combined $4.9B — up 15% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BMI positions and 30 closed out — a net gain of 40 holders — while 146 added to existing stakes and 174 trimmed.

The largest buyer was Bowen Hanes & Co, opening a new position worth an estimated $33.2M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $57.2M.

  • 450 institutional investors held Badger Meter (BMI) as of Q2 2024, up from 416 in Q1 2024.
  • Funds reported $4.9B of Badger Meter stock for Q2 2024, up 15% quarter-over-quarter.
  • 70 funds opened new Badger Meter positions in Q2 2024 and 30 closed out, a net change of +40 holders.
  • The largest Badger Meter buyer in Q2 2024 was Bowen Hanes & Co, an estimated $33.2M added.
  • The largest Badger Meter seller in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $57.2M sold.

Based on aggregated 13F filings for Q2 2024.