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Badger Meter
BMI

274 hedge funds and large institutions have $3.05B invested in Badger Meter in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $638K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $2.56B → $3.05B (+$483M)

7.74% more ownership

Funds ownership: 86.92% → 94.66% (+7.7%)

7% more funds holding

Funds holding: 257 → 274 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 96

Holders
274
Holders Change
+17
Holders Change %
+6.61%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
86
Reduced
96
Closed
20
Calls
$1.3M
Puts
$638K
Net Calls
+$662K
Net Calls Change
+$878K

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$248M
2
BlackRock
BlackRock
New York
+$13.7M
3
NIPH
NN Investment Partners Holdings
Netherlands
+$9.22M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$6.87M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$6.47M

Top Sellers

Rank Fund Capital Flow
1
CCM
Copeland Capital Management
Pennsylvania
-$34.9M
2
Millennium Management
Millennium Management
New York
-$6.91M
3
Goldman Sachs
Goldman Sachs
New York
-$5.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.21M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$605K +$103K +978 +21%
MWM
152
Meridian Wealth Management
Kentucky
$602K +$5.05K +48 +0.9%
CT
153
Columbia Trust
Oregon
$589K – – –
TRCT
154
Tower Research Capital (TRC)
New York
$570K +$444K +4,218 +374%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$564K -$20.7K -197 -4%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$557K +$151K +1,436 +38%
Creative Planning
157
Creative Planning
Kansas
$553K -$37.6K -357 -6%
FLPIM
158
F.L. Putnam Investment Management
Massachusetts
$549K -$19.9K -189 -4%
CSS
159
Cubist Systematic Strategies
Connecticut
$540K +$533K +5,064 New
American Century Companies
160
American Century Companies
Missouri
$531K +$59.2K +562 +13%
HighTower Advisors
161
HighTower Advisors
Illinois
$523K -$12K -114 -2%
AWM
162
Avior Wealth Management
Nebraska
$523K – – –
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$522K – – –
CGH
164
Crossmark Global Holdings
Texas
$501K +$69.5K +660 +16%
Victory Capital Management
165
Victory Capital Management
Texas
$500K -$10.8K -103 -2%
BF
166
BOK Financial
Oklahoma
$486K – – –
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$485K +$479K +4,549 New
TCA
168
Tortoise Capital Advisors
Kansas
$465K -$97.9K -930 -18%
AAM
169
Advisors Asset Management
Colorado
$440K +$231K +2,196 +114%
MOACM
170
Mutual of America Capital Management
New York
$426K +$11.3K +107 +3%
RHBC
171
R.H. Bluestein & Co
Michigan
$405K – – –
CNC
172
Canandaigua National Corp
New York
$405K +$84.3K +800 +27%
PF
173
Phoenix Financial
Israel
$397K -$26.1K -248 -6%
CWM
174
Congress Wealth Management
Massachusetts
$376K +$372K +3,529 New
VI
175
Vestcor Inc
New Brunswick, Canada
$309K +$159K +1,508 +108%
5 6
7
8 9

BMI Hedge Fund Activity: Q4 2021 in Review

274 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q4 2021, worth a combined $3.05B — up 19% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BMI positions and 20 closed out — a net gain of 19 holders — while 86 added to existing stakes and 96 trimmed.

The largest buyer was UBS AM, adding an estimated $248M. The largest seller was Copeland Capital Management, cutting an estimated $34.9M.

  • 274 institutional investors held Badger Meter (BMI) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $3.05B of Badger Meter stock for Q4 2021, up 19% quarter-over-quarter.
  • 39 funds opened new Badger Meter positions in Q4 2021 and 20 closed out, a net change of +19 holders.
  • The largest Badger Meter buyer in Q4 2021 was UBS AM, an estimated $248M added.
  • The largest Badger Meter seller in Q4 2021 was Copeland Capital Management, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2021.