We are live on ! Find out more
BMI icon

Badger Meter
BMI

160 hedge funds and large institutions have $851M invested in Badger Meter in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

41% more call options, than puts

Call options by funds: $2.91M | Put options by funds: $2.07M

7% more funds holding

Funds holding: 150 → 160 (+10)

7% more capital invested

Capital invested by funds: $799M → $851M (+$52.5M)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

6.41% less ownership

Funds ownership: 167.06% → 160.65% (-6.4%)

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
4.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
50
Reduced
52
Closed
10
Calls
$2.91M
Puts
$2.07M
Net Calls
+$840K
Net Calls Change
-$1.72M

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.16M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.34M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$1.33M
4
Canada Life
Canada Life
Manitoba, Canada
+$1.27M
5
ProShare Advisors
ProShare Advisors
Maryland
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$15.7M
2
VFA
Virtus Fund Advisers
Connecticut
-$6.42M
3
Invesco
Invesco
Georgia
-$5.81M
4
MPI
Mairs & Power Inc
Minnesota
-$5.56M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$148K -$402K -11,250 -74%
PI
127
PineBridge Investments
New York
$134K +$4.93K +138 +4%
Victory Capital Management
128
Victory Capital Management
Texas
$102K +$43.8K +1,224 +77%
Barclays
129
Barclays
United Kingdom
$93K -$178K -4,968 -66%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$89K +$87K +2,434 New
NIMI
131
Natixis Investment Managers International
France
$75K – – –
AG
132
Advisor Group
Arizona
$65K +$65.4K +1,828 New
TRCT
133
Tower Research Capital (TRC)
New York
$59K +$57.8K +1,616 New
DBT
134
Dubuque Bank & Trust
Iowa
$47K – – –
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$42K +$17.2K +480 +71%
LIA
136
LS Investment Advisors
Michigan
$37K +$1.65K +46 +5%
IA
137
IFP Advisors
Florida
$37K +$35.8K +1,000 New
GWM
138
Geneos Wealth Management
Colorado
$35K – – –
BAM
139
Bruderman Asset Management
New York
$25K +$72 +2 +0.3%
TCOV
140
Trust Company of Vermont
Vermont
$22K – – –
SWA
141
Sutton Wealth Advisors
Florida
$21.1K – – –
PCM
142
Prelude Capital Management
New York
$18K +$18K +504 New
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
WAM
144
Wealthspire Advisors (Maryland)
Maryland
$15K – – –
SEI Investments
145
SEI Investments
Pennsylvania
$11K +$10.7K +298 New
PCM
146
Penserra Capital Management
California
$10K +$3.22K +90 +49%
Creative Planning
147
Creative Planning
Kansas
$9K – – –
JIC
148
Joel Isaacson & Co
New York
$7K – – –
MCM
149
Manchester Capital Management
Vermont
$6K – – –
VCM
150
Versant Capital Management
Arizona
$5K – – –
3 4 5
6
7

BMI Hedge Fund Activity: Q2 2016 in Review

160 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q2 2016, worth a combined $851M — up 6.6% from $799M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BMI positions and 10 closed out — a net gain of 13 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $5.16M. The largest seller was Neuberger Berman Group, cutting an estimated $15.7M.

  • 160 institutional investors held Badger Meter (BMI) as of Q2 2016, up from 150 in Q1 2016.
  • Funds reported $851M of Badger Meter stock for Q2 2016, up 6.6% quarter-over-quarter.
  • 23 funds opened new Badger Meter positions in Q2 2016 and 10 closed out, a net change of +13 holders.
  • The largest Badger Meter buyer in Q2 2016 was Lord, Abbett & Co, an estimated $5.16M added.
  • The largest Badger Meter seller in Q2 2016 was Neuberger Berman Group, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2016.