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Badger Meter

229 hedge funds and large institutions have $1.59B invested in Badger Meter in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $1.37B → $1.59B (+$226M)

7% more funds holding

Funds holding: 215229 (+14)

0.85% less ownership

Funds ownership: 87.78%86.93% (-0.85%)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

19% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $3.17M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
71
Reduced
86
Closed
18
Calls
$2.55M
Puts
$3.17M
Net Calls
-$617K
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$3.63M +$104K +1,745 +3%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$3.48M -$44.7K -754 -1%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$3.41M +$1.1M +18,540 +52%
AG
54
Aperio Group
California
$3.38M -$267K -4,507 -8%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$3.27M -$872K -14,692 -22%
FPFS
56
First Personal Financial Services
North Carolina
$3.03M +$382K +6,431 +15%
Renaissance Technologies
57
Renaissance Technologies
New York
$2.96M -$35.6K -600 -1%
Axa
58
Axa
France
$2.95M +$2.79M +46,943 New
Bank of America
59
Bank of America
North Carolina
$2.74M +$191K +3,215 +8%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.73M
DWT
61
Dorsey & Whitney Trust
South Dakota
$2.69M -$233K -3,926 -8%
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$2.59M -$18.7K -315 -0.8%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$2.44M -$1.27M -21,416 -36%
Prudential Financial
64
Prudential Financial
New Jersey
$2.41M -$603K -10,167 -21%
Barclays
65
Barclays
United Kingdom
$2.41M +$271K +4,574 +14%
CS
66
Credit Suisse
Switzerland
$2.35M +$587K +9,887 +36%
Aviva
67
Aviva
United Kingdom
$2.35M -$2.05M -34,502 -48%
US Bancorp
68
US Bancorp
Minnesota
$2.33M -$218K -3,668 -9%
Canada Life
69
Canada Life
Manitoba, Canada
$2.26M -$165K -2,786 -7%
Victory Capital Management
70
Victory Capital Management
Texas
$2.2M -$1.16M -19,502 -36%
WG
71
Winton Group
United Kingdom
$2.18M -$1.4M -23,638 -41%
Comerica Bank
72
Comerica Bank
Texas
$2.07M +$143K +2,415 +8%
Stifel Financial
73
Stifel Financial
Missouri
$1.94M +$25.5K +429 +1%
Man Group
74
Man Group
United Kingdom
$1.85M +$435K +7,323 +33%
Citigroup
75
Citigroup
New York
$1.83M +$699K +11,776 +68%

BMI Hedge Fund Activity: Q2 2020 in Review

229 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q2 2020, worth a combined $1.59B — up 17% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BMI positions and 18 closed out — a net gain of 16 holders — while 71 added to existing stakes and 86 trimmed.

The largest buyer was KBC Group, adding an estimated $10.5M. The largest seller was Copeland Capital Management, cutting an estimated $9.15M.

  • 229 institutional investors held Badger Meter (BMI) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $1.59B of Badger Meter stock for Q2 2020, up 17% quarter-over-quarter.
  • 34 funds opened new Badger Meter positions in Q2 2020 and 18 closed out, a net change of +16 holders.
  • The largest Badger Meter buyer in Q2 2020 was KBC Group, an estimated $10.5M added.
  • The largest Badger Meter seller in Q2 2020 was Copeland Capital Management, an estimated $9.15M sold.

Based on aggregated 13F filings for Q2 2020.