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Badger Meter

321 hedge funds and large institutions have $3.13B invested in Badger Meter in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

36% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $938K

17% more capital invested

Capital invested by funds: $2.67B → $3.13B (+$459M)

4% more funds holding

Funds holding: 308321 (+13)

1.53% more ownership

Funds ownership: 85.96%87.49% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

Holders
321
Holders Change
+13
Holders Change %
+4.22%
% of All Funds
5.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
100
Reduced
118
Closed
28
Calls
$1.28M
Puts
$938K
Net Calls
+$341K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
151
Tudor Investment Corp
Connecticut
$1.01M -$1.84M -15,756 -65%
JCIA
152
Jackson Creek Investment Advisors
Colorado
$1.01M -$468 -4 -0%
SAM
153
Shell Asset Management
Netherlands
$1M
SFI
154
Susquehanna Fundamental Investments
Pennsylvania
$991K -$277K -2,366 -23%
D.E. Shaw & Co
155
D.E. Shaw & Co
New York
$968K +$399K +3,417 +75%
PFO
156
Pathstone Family Office
New Jersey
$962K -$1.7M -14,506 -65%
RJA
157
Raymond James & Associates
Florida
$927K -$21K -180 -2%
HighTower Advisors
158
HighTower Advisors
Illinois
$889K +$11K +94 +1%
AQR Capital Management
159
AQR Capital Management
Connecticut
$887K -$139K -1,190 -14%
EMG
160
ETF Managers Group
New Jersey
$886K +$12.6K +108 +2%
Swedbank
161
Swedbank
Sweden
$839K
TA
162
Teton Advisors
New York
$828K
Creative Planning
163
Creative Planning
Kansas
$817K +$20.2K +173 +3%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$810K +$106K +909 +16%
SF
165
Synovus Financial
Georgia
$804K -$201K -1,718 -21%
CCM
166
Carlson Capital Management
Minnesota
$795K
TIS
167
Tortoise Index Solutions
Kansas
$783K -$305K -2,613 -29%
JMPWA
168
JP Morgan Private Wealth Advisors
California
$750K -$32.2K -275 -4%
DC
169
Davenport & Co
Virginia
$750K +$32.3K +276 +5%
USCWA
170
U.S. Capital Wealth Advisors
Texas
$750K
PCI
171
Planning Center Inc
Illinois
$735K
MOACM
172
Mutual of America Capital Management
New York
$734K -$12.6K -108 -2%
MWM
173
Mission Wealth Management
California
$725K -$132K -1,126 -16%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$719K +$690K +5,901 New
CT
175
Columbia Trust
Oregon
$709K

BMI Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2023, worth a combined $3.13B — up 17% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BMI positions and 28 closed out — a net gain of 15 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $36.4M. The largest seller was BlackRock, cutting an estimated $10.6M.

  • 321 institutional investors held Badger Meter (BMI) as of Q1 2023, up from 308 in Q4 2022.
  • Funds reported $3.13B of Badger Meter stock for Q1 2023, up 17% quarter-over-quarter.
  • 43 funds opened new Badger Meter positions in Q1 2023 and 28 closed out, a net change of +15 holders.
  • The largest Badger Meter buyer in Q1 2023 was UBS AM, an estimated $36.4M added.
  • The largest Badger Meter seller in Q1 2023 was BlackRock, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.