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Badger Meter
BMI

120 hedge funds and large institutions have $589M invested in Badger Meter in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $581M → $589M (+$8.41M)

0.2% more ownership

Funds ownership: 147.83% → 148.02% (+0.2%)

1% less funds holding

Funds holding: 121 → 120 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

23% less call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.83M

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
37
Reduced
45
Closed
10
Calls
$1.41M
Puts
$1.83M
Net Calls
-$424K
Net Calls Change
-$778K

Top Buyers

Rank Fund Capital Flow
1
MPI
Mairs & Power Inc
Minnesota
+$17.5M
2
Goldman Sachs
Goldman Sachs
New York
+$4.75M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.48M
4
BKBG
BHF Kleinwort Benson Group
Belgium
+$1.13M
5
ProShare Advisors
ProShare Advisors
Maryland
+$786K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$14.3M
2
IAMU
Impax Asset Management (UK)
United Kingdom
-$2.89M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.5M
4
NFA
Nationwide Fund Advisors
Ohio
-$1.49M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$424K – – –
CCMINC
77
Cardinal Capital Management Inc (North Carolina)
North Carolina
$374K +$30.3K +1,144 +9%
LSERS
78
Louisiana State Employees Retirement System
Louisiana
$369K +$5.29K +200 +2%
Morgan Stanley
79
Morgan Stanley
New York
$357K +$20.4K +770 +6%
Public Employees Retirement Association of Colorado
80
Public Employees Retirement Association of Colorado
Colorado
$355K – – –
Arrowstreet Capital
81
Arrowstreet Capital
Massachusetts
$346K +$332K +12,554 New
CAM
82
Capstone Asset Management
Texas
$337K -$8.31K -314 -3%
Stifel Financial
83
Stifel Financial
Missouri
$293K +$281K +10,616 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$289K -$2.65K -100 -0.9%
SCM
85
Shelton Capital Management
Colorado
$287K – – –
PI
86
Placemark Investments
Illinois
$287K +$276K +10,444 New
Truist Financial
87
Truist Financial
North Carolina
$284K +$2.44K +92 +0.9%
UBS AM
88
UBS AM
Illinois
$276K – – –
BMCMI
89
Bryn Mawr Capital Management Inc
Pennsylvania
$275K +$265K +9,996 New
AQR Capital Management
90
AQR Capital Management
Connecticut
$259K – – –
AG
91
Aperio Group
California
$259K +$248K +9,386 New
B
92
Baird
Wisconsin
$251K -$62.2K -2,350 -21%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$242K -$29.1K -1,100 -11%
RFS
94
Rockefeller Financial Services
New York
$233K – – –
Citigroup
95
Citigroup
New York
$229K -$35.8K -1,352 -14%
RPA
96
Rock Point Advisors
Vermont
$220K – – –
1GA
97
1st Global Advisors
Texas
$213K -$1.01K -38 -0.5%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$209K – – –
BlackRock
99
BlackRock
New York
$200K +$14.9K +562 +8%
MERSOM
100
Municipal Employees' Retirement System of Michigan
Michigan
$193K +$185K +7,000 New
2 3
4
5 6

BMI Hedge Fund Activity: Q1 2014 in Review

120 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2014, worth a combined $589M — up 1.4% from $581M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BMI and 9 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 37 added.

The largest buyer was Mairs & Power Inc, adding an estimated $17.5M. The largest seller was First Trust Advisors, cutting an estimated $14.3M.

  • 120 institutional investors held Badger Meter (BMI) as of Q1 2014, down from 121 in Q4 2013.
  • Funds reported $589M of Badger Meter stock for Q1 2014, up 1.4% quarter-over-quarter.
  • 9 funds opened new Badger Meter positions in Q1 2014 and 10 closed out, a net change of -1 holder.
  • The largest Badger Meter buyer in Q1 2014 was Mairs & Power Inc, an estimated $17.5M added.
  • The largest Badger Meter seller in Q1 2014 was First Trust Advisors, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2014.