Badger Meter
129 hedge funds and large institutions have $662M invested in Badger Meter in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
51% more call options, than puts
Call options by funds: $4.05M | Put options by funds: $2.69M
18% more capital invested
Capital invested by funds: $558M → $662M (+$103M)
3% more funds holding
Funds holding: 125 → 129 (+4)
1.12% more ownership
Funds ownership: 152.49% → 153.61% (+1.1%)
13% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.17M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$3.07M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.23M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.83M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$939K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
-$5.47M |
| 2 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
-$3.46M |
| 3 |
Goldman Sachs
New York
|
-$2.77M |
| 4 |
Neuberger Berman Group
New York
|
-$2.67M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$2.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $552 | -$14.9K | -544 | -3% |
|
|
BMCMI
127
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| – | -$364K | -14,414 | Closed |
|
|
BF
128
BOK Financial
Tulsa,
Oklahoma
| – | -$342K | -13,590 | Closed |
|
129
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$101K | -4,000 | Closed |
|
|
TRCT
130
Tower Research Capital (TRC)
New York
| – | -$55K | -2,162 | Closed |
|
131
BNP Paribas Financial Markets
Paris,
France
| – | -$47.5K | -1,884 | Closed |
|
|
MAA
132
Managed Account Advisors
Jersey City,
New Jersey
| – | +$55 | +2 | New |
|
|
BRWA
133
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | +$164 | +6 | New |
|
134
Simplex Trading
Chicago,
Illinois
| – | +$219 | +8 | New |
|
BMI Hedge Fund Activity: Q4 2014 in Review
129 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q4 2014, worth a combined $662M — up 18% from $558M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BMI positions and 6 closed out — a net gain of 7 holders — while 42 added to existing stakes and 48 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $4.17M. The largest seller was Impax Asset Management (UK), cutting an estimated $5.47M.
- 129 institutional investors held Badger Meter (BMI) as of Q4 2014, up from 125 in Q3 2014.
- Funds reported $662M of Badger Meter stock for Q4 2014, up 18% quarter-over-quarter.
- 13 funds opened new Badger Meter positions in Q4 2014 and 6 closed out, a net change of +7 holders.
- The largest Badger Meter buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $4.17M added.
- The largest Badger Meter seller in Q4 2014 was Impax Asset Management (UK), an estimated $5.47M sold.
Based on aggregated 13F filings for Q4 2014.