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Badger Meter
BMI

257 hedge funds and large institutions have $2.56B invested in Badger Meter in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

3% more funds holding

Funds holding: 249 → 257 (+8)

3% more capital invested

Capital invested by funds: $2.49B → $2.56B (+$71.9M)

0.23% less ownership

Funds ownership: 87.15% → 86.92% (-0.23%)

14% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $1.58M

19% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 100

Holders
257
Holders Change
+8
Holders Change %
+3.21%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
81
Reduced
100
Closed
14
Calls
$1.36M
Puts
$1.58M
Net Calls
-$216K
Net Calls Change
-$1.17M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$11.4M
2
First Trust Advisors
First Trust Advisors
Illinois
+$9.53M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$7.42M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.51M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$4.9M

Top Sellers

Rank Fund Capital Flow
1
KBC Group
KBC Group
Belgium
-$20.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.93M
3
Invesco
Invesco
Georgia
-$5.36M
4
Morgan Stanley
Morgan Stanley
New York
-$4.67M
5
State Street
State Street
Massachusetts
-$4.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
126
Allstate Corporation
Illinois
$939K – – –
SAMC
127
Spectrum Asset Management (California)
California
$917K -$511 -5 -0.1%
E
128
Ergoteles
New York
$900K +$286K +2,800 +46%
PFO
129
Pathstone Family Office
New Jersey
$890K +$69K +675 +8%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$836K – – –
USCWA
131
U.S. Capital Wealth Advisors
Texas
$835K +$844K +8,254 New
SAM
132
Shell Asset Management
Netherlands
$832K – – –
GLA
133
Great Lakes Advisors
Illinois
$824K +$179K +1,754 +27%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$814K – – –
ASRS
135
Arizona State Retirement System
Arizona
$804K +$2.45K +24 +0.3%
AQR Capital Management
136
AQR Capital Management
Connecticut
$801K +$95.4K +933 +13%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$783K -$52.5K -514 -6%
VIA
138
Vident Investment Advisory
Georgia
$761K +$78.1K +764 +11%
Los Angeles Capital Management
139
Los Angeles Capital Management
California
$749K -$24.2K -237 -3%
JMPWA
140
JP Morgan Private Wealth Advisors
California
$736K +$46.9K +459 +7%
LPL Financial
141
LPL Financial
California
$706K +$56.9K +557 +9%
KFA
142
Krane Funds Advisors
New York
$689K -$248K -2,427 -26%
DC
143
Davenport & Co
Virginia
$671K +$144K +1,405 +27%
CCM
144
Carlson Capital Management
Minnesota
$660K – – –
IWA
145
Intercontinental Wealth Advisors
Texas
$654K -$27K -264 -4%
ECM
146
Everence Capital Management
Indiana
$637K – – –
MAM
147
Martingale Asset Management
Massachusetts
$608K +$388K +3,800 +173%
CAM
148
Congress Asset Management
Massachusetts
$606K -$66.4K -650 -10%
TIS
149
Tortoise Index Solutions
Kansas
$596K +$90.2K +882 +18%
CT
150
Columbia Trust
Oregon
$589K -$29.9K -293 -5%
4 5
6
7 8

BMI Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q3 2021, worth a combined $2.56B — up 2.9% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BMI positions and 14 closed out — a net gain of 10 holders — while 81 added to existing stakes and 100 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $11.4M. The largest seller was KBC Group, cutting an estimated $20.3M.

  • 257 institutional investors held Badger Meter (BMI) as of Q3 2021, up from 249 in Q2 2021.
  • Funds reported $2.56B of Badger Meter stock for Q3 2021, up 2.9% quarter-over-quarter.
  • 24 funds opened new Badger Meter positions in Q3 2021 and 14 closed out, a net change of +10 holders.
  • The largest Badger Meter buyer in Q3 2021 was Bank of New York Mellon, an estimated $11.4M added.
  • The largest Badger Meter seller in Q3 2021 was KBC Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2021.