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Badger Meter
BMI

161 hedge funds and large institutions have $885M invested in Badger Meter in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

16% more capital invested

Capital invested by funds: $766M → $885M (+$119M)

3.35% more ownership

Funds ownership: 78.89% → 82.25% (+3.4%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

1% less funds holding

Funds holding: 163 → 161 (-2)

37% less call options, than puts

Call options by funds: $395K | Put options by funds: $628K

Holders
161
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
4.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
65
Reduced
41
Closed
21
Calls
$395K
Puts
$628K
Net Calls
-$233K
Net Calls Change
-$1.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$24.8M
2
IAMU
Impax Asset Management (UK)
United Kingdom
+$17.9M
3
BFA
BlackRock Fund Advisors
California
+$8.78M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$3.13M
5
ProShare Advisors
ProShare Advisors
Maryland
+$2.86M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$30.4M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.04M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.09M
4
Millennium Management
Millennium Management
New York
-$2.59M
5
Norges Bank
Norges Bank
Norway
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
101
BB&T Securities
Virginia
$462K – – –
AQR Capital Management
102
AQR Capital Management
Connecticut
$432K -$353K -10,124 -46%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$432K -$265K -7,600 -39%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$429K – – –
AP
105
AHL Partners
United Kingdom
$404K -$114K -3,264 -23%
William Blair & Company
106
William Blair & Company
Illinois
$384K – – –
WG
107
Winton Group
United Kingdom
$379K +$5.93K +170 +2%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$354K -$106K -3,036 -24%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$313K +$63.8K +1,827 +27%
KCM
110
Kennedy Capital Management
Missouri
$300K +$283K +8,113 New
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$296K +$14K +400 +5%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$288K +$272K +7,795 New
Truist Financial
113
Truist Financial
North Carolina
$281K -$12.3K -351 -4%
BCM
114
Bridgeway Capital Management
Texas
$281K +$45.4K +1,300 +21%
CAM
115
Capstone Asset Management
Texas
$278K -$121K -3,470 -32%
ONB
116
Old National Bancorp
Indiana
$262K -$3.11K -89 -1%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$260K +$82K +2,349 +50%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$245K +$6.63K +190 +3%
O
119
OppenheimerFunds
New York
$243K +$229K +6,572 New
MSA
120
Mason Street Advisors
Wisconsin
$235K +$13K +371 +6%
VKH
121
Virtu KCG Holdings
New York
$226K -$193K -5,531 -48%
PWM
122
Perigon Wealth Management
California
$187K +$179K +5,134 New
Barclays
123
Barclays
United Kingdom
$174K +$133K +3,809 +424%
PI
124
PineBridge Investments
New York
$137K – – –
Victory Capital Management
125
Victory Capital Management
Texas
$124K -$2.86K -82 -2%
3 4
5
6 7

BMI Hedge Fund Activity: Q4 2016 in Review

161 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q4 2016, worth a combined $885M — up 16% from $766M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BMI and 20 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 65 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $24.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $30.4M.

  • 161 institutional investors held Badger Meter (BMI) as of Q4 2016, down from 163 in Q3 2016.
  • Funds reported $885M of Badger Meter stock for Q4 2016, up 16% quarter-over-quarter.
  • 20 funds opened new Badger Meter positions in Q4 2016 and 21 closed out, a net change of -1 holder.
  • The largest Badger Meter buyer in Q4 2016 was Goldman Sachs, an estimated $24.8M added.
  • The largest Badger Meter seller in Q4 2016 was T. Rowe Price Associates, an estimated $30.4M sold.

Based on aggregated 13F filings for Q4 2016.