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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
BTI
426
Blue Trust Inc
Georgia
$2.91K +$3.1K +17 +1,700%
OLVIG
427
Oliver Lagore Vanvalin Investment Group
Michigan
$2.79K
IFAM
428
Institutional & Family Asset Management
Colorado
$2.61K -$3.1K -17 -55%
BF
429
BOK Financial
Oklahoma
$2.24K +$2.19K +12 New
QL
430
Quarry LP
New York
$2.05K +$2.01K +11 New
WIM
431
Westside Investment Management
California
$2.05K +$2.01K +11 New
RIL
432
Rothschild Investment LLC
Illinois
$1.86K +$1.28K +7 +233%
FNWA
433
Financial Network Wealth Advisors
Utah
$1.86K +$1.83K +10 New
FWA
434
FSC Wealth Advisors
New York
$1.68K +$1.64K +9 New
SIC
435
SJS Investment Consulting
Ohio
$1.3K
PS
436
Principal Securities
Iowa
$1.3K -$730 -4 -36%
AFWM
437
Abich Financial Wealth Management
Virginia
$1.3K +$1.28K +7 New
CAS
438
Coppell Advisory Solutions
Texas
$1.3K +$1.28K +7 New
IA
439
IFP Advisors
Florida
$1.3K +$1.28K +7 New
ECM
440
Everence Capital Management
Indiana
$1.15K
DPW
441
DiNuzzo Private Wealth
Pennsylvania
$1.12K +$183 +1 +20%
TIM
442
Thompson Investment Management
Wisconsin
$1.09K +$183 +1 +20%
AWM
443
Abound Wealth Management
Tennessee
$932 -$183 -1 -17%
HI
444
Horizon Investments
North Carolina
$745 +$730 +4 New
LFG
445
Larson Financial Group
Missouri
$745 +$730 +4 New
MA
446
Montag & Associates
Georgia
$720
CWC
447
Carolinas Wealth Consulting
North Carolina
$498
TFM
448
TFC Financial Management
Massachusetts
$187 +$183 +1 New
MHR
449
Matthew Hamilton Rosenberg
$185
TPCW
450
TD Private Client Wealth
New York
$157 -$43.1K -236 -100%

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.