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Badger Meter

187 hedge funds and large institutions have $1.33B invested in Badger Meter in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

905% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $138K

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $1.14B → $1.33B (+$185M)

2% more funds holding

Funds holding: 183187 (+4)

5% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 63

1.49% less ownership

Funds ownership: 87.69%86.2% (-1.5%)

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
4.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
60
Reduced
63
Closed
14
Calls
$1.39M
Puts
$138K
Net Calls
+$1.25M
Net Calls Change
+$486K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$8.56M +$85.3K +1,640 +1%
Charles Schwab
27
Charles Schwab
California
$8.34M +$410K +7,885 +5%
Zurich Cantonal Bank
28
Zurich Cantonal Bank
Switzerland
$7.96M +$77.6K +1,491 +1%
CM
29
Castleark Management
Illinois
$7.9M +$7.76M +149,237 New
First Trust Advisors
30
First Trust Advisors
Illinois
$7.82M -$2.06M -39,572 -21%
Deutsche Bank
31
Deutsche Bank
Germany
$7.76M -$1.58M -30,433 -17%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$7.26M -$3.13M -60,232 -31%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$7.23M +$7.1M +136,536 New
ProShare Advisors
34
ProShare Advisors
Maryland
$7.17M -$740K -14,230 -10%
WSFS
35
Wilmington Savings Fund Society
Delaware
$6.22M -$156K -2,997 -2%
RB
36
Rodgers Brothers
Pennsylvania
$5.59M -$64.9K -1,247 -1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$5.2M +$598K +11,493 +13%
NI
38
Nuance Investments
Missouri
$4.94M -$6.53M -125,510 -57%
TIM
39
Triodos Investment Management
Netherlands
$4.77M -$520K -10,000 -10%
Allianz Asset Management
40
Allianz Asset Management
Germany
$4.75M +$227K +4,373 +5%
TCIM
41
TIAA CREF Investment Management
New York
$4.34M -$300K -5,760 -7%
Citadel Advisors
42
Citadel Advisors
Florida
$4.32M -$1.21M -23,293 -22%
Morgan Stanley
43
Morgan Stanley
New York
$4.21M +$198K +3,816 +5%
TA
44
Teachers Advisors
New York
$3.96M +$76.9K +1,478 +2%
UBS Group
45
UBS Group
Switzerland
$3.93M -$100K -1,932 -3%
US Bancorp
46
US Bancorp
Minnesota
$3.75M -$77.1K -1,483 -2%
DWT
47
Dorsey & Whitney Trust
South Dakota
$3.66M -$123K -2,356 -3%
Legal & General Group
48
Legal & General Group
United Kingdom
$3.63M +$247K +4,756 +7%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$3.54M +$252K +4,842 +8%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$3.02M -$275K -5,286 -8%

BMI Hedge Fund Activity: Q3 2018 in Review

187 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q3 2018, worth a combined $1.33B — up 16% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BMI positions and 14 closed out — a net gain of 9 holders — while 60 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $11.1M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $9.39M sold.

  • 187 institutional investors held Badger Meter (BMI) as of Q3 2018, up from 183 in Q2 2018.
  • Funds reported $1.33B of Badger Meter stock for Q3 2018, up 16% quarter-over-quarter.
  • 23 funds opened new Badger Meter positions in Q3 2018 and 14 closed out, a net change of +9 holders.
  • The largest Badger Meter buyer in Q3 2018 was BlackRock, an estimated $11.1M added.
  • The largest Badger Meter seller in Q3 2018 was Nan Shan Life Insurance, an estimated $9.39M sold.

Based on aggregated 13F filings for Q3 2018.