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Badger Meter
BMI

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: 4 → 5 (+1)

3% more funds holding

Funds holding: 476 → 489 (+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

Top Buyers

Rank Fund Capital Flow
1
Pictet Asset Management
Pictet Asset Management
Switzerland
+$50.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$31M
4
BlackRock
BlackRock
New York
+$27.9M
5
State Street
State Street
Massachusetts
+$26.2M

Top Sellers

Rank Fund Capital Flow
1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$99.2M
2
KBC Group
KBC Group
Belgium
-$33.7M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$25.6M
4
IWA
IBEX Wealth Advisors
New Jersey
-$19.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
451
New Millennium Group
Utah
$5.34K – – –
BWL
452
Bogart Wealth LLC
Virginia
$4.67K – – –
HNW
453
High Note Wealth
Minnesota
$4.67K +$4.79K +22 New
PFBT
454
Parkside Financial Bank & Trust
Missouri
$4.46K – – –
Mitsubishi UFJ Asset Management
455
Mitsubishi UFJ Asset Management
Japan
$4.27K – – –
JWA
456
JFS Wealth Advisors
Pennsylvania
$4.24K – – –
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$4.24K – – –
CA
458
Continuum Advisory
Idaho
$4.03K – – –
OLVIG
459
Oliver Lagore Vanvalin Investment Group
Michigan
$3.18K – – –
BOJHT
460
Bank of Jackson Hole Trust
Wyoming
$3.18K +$3.27K +15 New
HWM
461
Hemington Wealth Management
Virginia
$3K +$1.52K +7 +64%
LFG
462
Larson Financial Group
Missouri
$2.97K +$2.18K +10 +250%
TCM
463
TD Capital Management
Tennessee
$2.76K +$2.83K +13 New
MAS
464
MPWM Advisory Solutions
Georgia
$2.54K +$2.61K +12 New
BF
465
BOK Financial
Oklahoma
$2.49K – – –
CFD
466
Creative Financial Designs
Indiana
$2.33K +$2.4K +11 New
PSFG
467
Park Square Financial Group
Georgia
$2.12K +$2.18K +10 New
VWM
468
Venturi Wealth Management
Texas
$1.91K – – –
FWA
469
FSC Wealth Advisors
New York
$1.91K – – –
IA
470
IFP Advisors
Florida
$1.91K +$436 +2 +29%
CIAM
471
Caitong International Asset Management
Hong Kong
$1.91K +$1.96K +9 New
TPCW
472
TD Private Client Wealth
New York
$1.88K – – –
CAS
473
Coppell Advisory Solutions
Texas
$1.5K – – –
CFFP
474
Center for Financial Planning
Michigan
$1.49K +$1.52K +7 New
TIM
475
Thompson Investment Management
Wisconsin
$1.36K – – –
17 18
19
20 21

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.