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Badger Meter

321 hedge funds and large institutions have $3.13B invested in Badger Meter in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

36% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $938K

17% more capital invested

Capital invested by funds: $2.67B → $3.13B (+$459M)

4% more funds holding

Funds holding: 308321 (+13)

1.53% more ownership

Funds ownership: 85.96%87.49% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

Holders
321
Holders Change
+13
Holders Change %
+4.22%
% of All Funds
5.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
100
Reduced
118
Closed
28
Calls
$1.28M
Puts
$938K
Net Calls
+$341K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$9M +$427K +3,652 +5%
FPFS
52
First Personal Financial Services
North Carolina
$8.56M +$125K +1,067 +2%
Axa
53
Axa
France
$8.53M
WSFS
54
Wilmington Savings Fund Society
Delaware
$8.08M -$391K -3,343 -5%
GLA
55
Great Lakes Advisors
Illinois
$7.99M +$7.07M +60,493 +1,178%
Skandinaviska Enskilda Banken (SEB)
56
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.97M +$3.85M +32,947 +101%
UBS Group
57
UBS Group
Switzerland
$7.93M +$351K +2,999 +5%
Swiss National Bank
58
Swiss National Bank
Switzerland
$7.69M -$877K -7,500 -11%
CS
59
Credit Suisse
Switzerland
$6.97M +$595K +5,087 +10%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$6.34M -$10.6K -91 -0.2%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.27M -$207K -1,771 -3%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$5.63M -$281K -2,407 -5%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$5.45M +$992K +8,484 +23%
LIP
64
Liontrust Investment Partners
United Kingdom
$5.12M -$3.04M -26,000 -38%
AllianceBernstein
65
AllianceBernstein
Tennessee
$5.03M -$571K -4,888 -11%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$4.85M +$1.92M +16,401 +70%
EIM
67
Essex Investment Management
Massachusetts
$4.69M -$58.7K -502 -1%
SG Americas Securities
68
SG Americas Securities
New York
$4.65M +$3.31M +28,337 +289%
CWM
69
Congress Wealth Management
Massachusetts
$4.58M +$264K +2,261 +6%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$4.46M -$64.2K -549 -1%
Bank of America
71
Bank of America
North Carolina
$4.32M +$582K +4,982 +16%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$4.31M +$3.52M +30,083 +567%
EGI
73
EAM Global Investors
California
$4.22M +$2M +17,148 +98%
US Bancorp
74
US Bancorp
Minnesota
$4.21M -$53.1K -454 -1%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$3.93M +$3.08M +26,364 +445%

BMI Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2023, worth a combined $3.13B — up 17% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BMI positions and 28 closed out — a net gain of 15 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $36.4M. The largest seller was BlackRock, cutting an estimated $10.6M.

  • 321 institutional investors held Badger Meter (BMI) as of Q1 2023, up from 308 in Q4 2022.
  • Funds reported $3.13B of Badger Meter stock for Q1 2023, up 17% quarter-over-quarter.
  • 43 funds opened new Badger Meter positions in Q1 2023 and 28 closed out, a net change of +15 holders.
  • The largest Badger Meter buyer in Q1 2023 was UBS AM, an estimated $36.4M added.
  • The largest Badger Meter seller in Q1 2023 was BlackRock, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.