We are live on ! Find out more
BMI icon

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
PI
101
PineBridge Investments
New York
$192K -$17.2K -650 -9%
OA
102
OFI Advisors
Pennsylvania
$151K +$12.9K +488 +10%
Citadel Advisors
103
Citadel Advisors
Florida
$147K -$57.3K -2,166 -29%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$110K -$52.9K -2,000 -33%
MSA
105
Mason Street Advisors
Wisconsin
$97K -$28K -1,056 -23%
Barclays
106
Barclays
United Kingdom
$82K -$307K -11,592 -80%
MCM
107
Manchester Capital Management
Vermont
$34K -$13.1K -496 -28%
AF
108
Arrow Financial
New York
$33K – – –
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$27K -$688 -26 -3%
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$19K – – –
TCOV
111
Trust Company of Vermont
Vermont
$17K – – –
HR
112
Howe & Rusling
New York
$9K – – –
TRCT
113
Tower Research Capital (TRC)
New York
$7K -$56.7K -2,142 -89%
ClearBridge Investments
114
ClearBridge Investments
New York
$6K – – –
Creative Planning
115
Creative Planning
Kansas
$6K – – –
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$2.48K -$7.2K -272 -73%
SCM
117
Siphron Capital Management
California
$2K – – –
GAM
118
Gemmer Asset Management
California
$2K +$1.48K +56 New
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$610 -$1.43K -54 -0.2%
NFA
120
Nationwide Fund Advisors
Ohio
– -$1.49M -54,634 Closed
JP Morgan Chase
121
JP Morgan Chase
New York
– -$1.1M -40,192 Closed
DC
122
Deere & Company
Illinois
– -$684K -25,108 Closed
LM
123
Luminus Management
Texas
– -$343K -12,600 Closed
TC
124
TFS Capital
Pennsylvania
– -$339K -12,424 Closed
PA
125
Profund Advisors
Maryland
– -$313K -11,504 Closed
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.