We are live on ! Find out more
BMI icon

Badger Meter
BMI

150 hedge funds and large institutions have $799M invested in Badger Meter in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,909% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $134K

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

11% more capital invested

Capital invested by funds: $720M → $799M (+$79.4M)

9% more funds holding

Funds holding: 137 → 150 (+13)

2.33% less ownership

Funds ownership: 169.39% → 167.06% (-2.3%)

Holders
150
Holders Change
+13
Holders Change %
+9.49%
% of All Funds
4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
59
Reduced
45
Closed
4
Calls
$2.69M
Puts
$134K
Net Calls
+$2.56M
Net Calls Change
+$1.39M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.11M
2
DL
Delta Lloyd
Netherlands
+$2.69M
3
IAMU
Impax Asset Management (UK)
United Kingdom
+$2.52M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.39M
5
BKBG
BHF Kleinwort Benson Group
Belgium
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
Canada Life
Canada Life
Manitoba, Canada
-$8.19M
2
MPI
Mairs & Power Inc
Minnesota
-$7.24M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$7M
4
Bessemer Group
Bessemer Group
New Jersey
-$4.39M
5
RA
Royce & Associates
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
126
Dubuque Bank & Trust
Iowa
$43K – – –
LIA
127
LS Investment Advisors
Michigan
$32K – – –
GWM
128
Geneos Wealth Management
Colorado
$32K +$30.5K +988 New
EMG
129
ETF Managers Group
New Jersey
$29K +$49.5K +1,602 New
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$22K – – –
BAM
131
Bruderman Asset Management
New York
$22K +$20.7K +670 New
TCOV
132
Trust Company of Vermont
Vermont
$20K – – –
SWA
133
Sutton Wealth Advisors
Florida
$19.2K +$17.8K +578 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$16K +$14.8K +480 New
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$14K – – –
Creative Planning
136
Creative Planning
Kansas
$8K – – –
Geode Capital Management
137
Geode Capital Management
Massachusetts
$7.69K +$351K +11,350 +5%
JIC
138
Joel Isaacson & Co
New York
$6K +$5.87K +190 New
MCM
139
Manchester Capital Management
Vermont
$5K – – –
VCM
140
Versant Capital Management
Arizona
$4K -$309 -10 -6%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$3K +$432 +14 +17%
LWA
142
Lenox Wealth Advisors
New York
$2K – – –
MFS
143
MSI Financial Services
Massachusetts
$2K – – –
S
144
SignatureFD
Georgia
$2K – – –
SA
145
SRH Advisors
Kansas
$2K – – –
GAM
146
Gemmer Asset Management
California
$1K -$988 -32 -36%
QI
147
QS Investors
New York
$1K – – –
TWMP
148
Taylor Wealth Management Partners
Massachusetts
$1K – – –
TCA
149
Tortoise Capital Advisors
Kansas
$1K – – –
PCM
150
Penserra Capital Management
California
$6 -$1.3K -42 -19%
3 4 5
6
7

BMI Hedge Fund Activity: Q1 2016 in Review

150 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2016, worth a combined $799M — up 11% from $720M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BMI positions and 4 closed out — a net gain of 13 holders — while 59 added to existing stakes and 45 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $3.11M. The largest seller was Canada Life, cutting an estimated $8.19M.

  • 150 institutional investors held Badger Meter (BMI) as of Q1 2016, up from 137 in Q4 2015.
  • Funds reported $799M of Badger Meter stock for Q1 2016, up 11% quarter-over-quarter.
  • 17 funds opened new Badger Meter positions in Q1 2016 and 4 closed out, a net change of +13 holders.
  • The largest Badger Meter buyer in Q1 2016 was T. Rowe Price Associates, an estimated $3.11M added.
  • The largest Badger Meter seller in Q1 2016 was Canada Life, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2016.