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Badger Meter
BMI

394 hedge funds and large institutions have $4.12B invested in Badger Meter in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 30

19% more call options, than puts

Call options by funds: $4.82M | Put options by funds: $4.06M

9% more capital invested

Capital invested by funds: $3.77B → $4.12B (+$350M)

6% more funds holding

Funds holding: 373 → 394 (+21)

1.81% more ownership

Funds ownership: 89.2% → 91% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 138

Holders
394
Holders Change
+21
Holders Change %
+5.63%
% of All Funds
5.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
57
Increased
136
Reduced
138
Closed
30
Calls
$4.82M
Puts
$4.06M
Net Calls
+$756K
Net Calls Change
+$195K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$63.2M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$18.5M
3
Goldman Sachs
Goldman Sachs
New York
+$14.6M
4
Man Group
Man Group
United Kingdom
+$11.8M
5
EAM
Eagle Asset Management
Florida
+$9.78M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$31.1M
2
Millennium Management
Millennium Management
New York
-$12.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$9.19M
5
MAM
Montanaro Asset Management
United Kingdom
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
151
Redmond Asset Management
Virginia
$1.83M -$153K -1,052 -8%
Corient Private Wealth
152
Corient Private Wealth
Florida
$1.78M +$104K +717 +7%
MAM
153
Martingale Asset Management
Massachusetts
$1.75M – – –
CI
154
Cavalier Investments
Georgia
$1.72M +$38.5K +264 +2%
BCC
155
Bridge City Capital
Oregon
$1.7M +$1.6M +11,000 New
ZIM
156
Zacks Investment Management
Illinois
$1.67M -$60.7K -417 -4%
MSRPS
157
Maryland State Retirement & Pension System
Maryland
$1.65M -$19.4K -133 -1%
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$1.62M +$65.5K +450 +4%
JFGIW
159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.57M -$676K -4,638 -31%
CL
160
CIM LLC
New York
$1.55M +$48.8K +335 +3%
LTAS
161
Linden Thomas Advisory Services
North Carolina
$1.55M -$19.7K -135 -1%
LIP
162
Liontrust Investment Partners
United Kingdom
$1.54M -$1.02M -7,000 -41%
RJA
163
Raymond James & Associates
Florida
$1.52M -$151K -1,040 -10%
ZB
164
Zions Bancorporation
Utah
$1.45M -$189K -1,299 -12%
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M – – –
TC
166
TownSquare Capital
Utah
$1.43M +$319K +2,191 +31%
SO
167
STRS Ohio
Ohio
$1.42M +$306K +2,100 +30%
CCM
168
Carlson Capital Management
Minnesota
$1.4M – – –
TI
169
Trexquant Investment
Connecticut
$1.39M -$1.49M -10,244 -53%
Creative Planning
170
Creative Planning
Kansas
$1.37M +$94.2K +647 +8%
State Board of Administration of Florida Retirement System
171
State Board of Administration of Florida Retirement System
Florida
$1.34M -$75.5K -518 -6%
OPERF
172
Oregon Public Employees Retirement Fund
Oregon
$1.33M -$14.6K -100 -1%
HighTower Advisors
173
HighTower Advisors
Illinois
$1.31M +$1.75K +12 +0.1%
Swedbank
174
Swedbank
Sweden
$1.3M +$158K +1,083 +15%
ASRS
175
Arizona State Retirement System
Arizona
$1.27M -$21.8K -150 -2%
5 6
7
8 9

BMI Hedge Fund Activity: Q4 2023 in Review

394 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q4 2023, worth a combined $4.12B — up 9.3% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BMI positions and 30 closed out — a net gain of 27 holders — while 136 added to existing stakes and 138 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63.2M. The largest seller was Invesco, cutting an estimated $31.1M.

  • 394 institutional investors held Badger Meter (BMI) as of Q4 2023, up from 373 in Q3 2023.
  • Funds reported $4.12B of Badger Meter stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 57 funds opened new Badger Meter positions in Q4 2023 and 30 closed out, a net change of +27 holders.
  • The largest Badger Meter buyer in Q4 2023 was Morgan Stanley, an estimated $63.2M added.
  • The largest Badger Meter seller in Q4 2023 was Invesco, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2023.