Badger Meter
158 hedge funds and large institutions have $977M invested in Badger Meter in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 6 closing their positions.
151% more call options, than puts
Call options by funds: $630K | Put options by funds: $251K
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
31% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 45
8% more capital invested
Capital invested by funds: $904M → $977M (+$72.2M)
6% more funds holding
Funds holding: 149 → 158 (+9)
0.37% less ownership
Funds ownership: 84.54% → 84.17% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.52M |
| 2 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
+$4.07M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$1.73M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$1.62M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$12.9M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.31M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$1.78M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$1.47M |
| 5 |
JP Morgan Chase
New York
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
151
Gemmer Asset Management
Walnut Creek,
California
| $3K | – | – | – |
|
|
SA
152
SRH Advisors
Salina,
Kansas
| $3K | – | – | – |
|
|
SPIA
153
Steward Partners Investment Advisory
New York
| $3K | +$3.1K | +80 | New |
|
154
SEI Investments
Oaks,
Pennsylvania
| $2K | +$1.47K | +38 | +238% |
|
|
PFBT
155
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
|
QI
156
QS Investors
New York
| $1K | – | – | – |
|
|
TCA
157
Tortoise Capital Advisors
Overland Park,
Kansas
| $1K | – | – | – |
|
158
Walleye Trading
New York
| $14 | +$13.8K | +355 | New |
|
|
JG
159
Jefferies Group
New York
| – | -$277K | -7,530 | Closed |
|
|
TI
160
Trexquant Investment
Stamford,
Connecticut
| – | -$213K | -5,795 | Closed |
|
|
PWM
161
Perigon Wealth Management
San Francisco,
California
| – | -$189K | -5,134 | Closed |
|
|
CYG
162
Clean Yield Group
Norwich,
Vermont
| – | -$153K | -4,150 | Closed |
|
|
OSAM
163
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$67K | -1,816 | Closed |
|
|
HNB
164
Huntington National Bank
Columbus,
Ohio
| – | -$6K | -166 | Closed |
|
BMI Hedge Fund Activity: Q2 2017 in Review
158 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q2 2017, worth a combined $977M — up 8% from $904M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BMI positions and 6 closed out — a net gain of 9 holders — while 59 added to existing stakes and 45 trimmed.
The largest buyer was Invesco, adding an estimated $5.52M. The largest seller was Goldman Sachs, cutting an estimated $12.9M.
- 158 institutional investors held Badger Meter (BMI) as of Q2 2017, up from 149 in Q1 2017.
- Funds reported $977M of Badger Meter stock for Q2 2017, up 8% quarter-over-quarter.
- 15 funds opened new Badger Meter positions in Q2 2017 and 6 closed out, a net change of +9 holders.
- The largest Badger Meter buyer in Q2 2017 was Invesco, an estimated $5.52M added.
- The largest Badger Meter seller in Q2 2017 was Goldman Sachs, an estimated $12.9M sold.
Based on aggregated 13F filings for Q2 2017.