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Badger Meter
BMI

416 hedge funds and large institutions have $4.25B invested in Badger Meter in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 152 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

68% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $3.64M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 394 → 416 (+22)

7% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 142

3% more capital invested

Capital invested by funds: $4.12B → $4.25B (+$131M)

1.29% less ownership

Funds ownership: 91% → 89.72% (-1.3%)

Holders
416
Holders Change
+22
Holders Change %
+5.58%
% of All Funds
5.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
55
Increased
152
Reduced
142
Closed
30
Calls
$6.13M
Puts
$3.64M
Net Calls
+$2.49M
Net Calls Change
+$1.74M

Top Buyers

1
BlackRock
BlackRock
New York
+$27.2M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$7.48M
3
N
Nuveen
North Carolina
+$7.07M
4
LPL Financial
LPL Financial
California
+$6.62M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.01M

Top Sellers

1
Invesco
Invesco
Georgia
-$42.5M
2
Morgan Stanley
Morgan Stanley
New York
-$30M
3
JP Morgan Chase
JP Morgan Chase
New York
-$16.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.5M
5
DCM
Driehaus Capital Management
Illinois
-$8.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
151
Zacks Investment Management
Illinois
$2.07M +$304K +1,979 +18%
MYAM
152
Meiji Yasuda Asset Management
Japan
$2.06M -$1.54M -10,050 -44%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$2.03M -$1.52M -9,910 -44%
New York State Teachers Retirement System (NYSTRS)
154
New York State Teachers Retirement System (NYSTRS)
New York
$2.01M – – –
Vontobel Holding
155
Vontobel Holding
Switzerland
$1.99M +$67.9K +442 +4%
Robeco Institutional Asset Management
156
Robeco Institutional Asset Management
Netherlands
$1.97M – – –
Corient Private Wealth
157
Corient Private Wealth
Florida
$1.95M +$78.2K +509 +4%
CI
158
Cavalier Investments
Georgia
$1.9M +$96K +625 +6%
RAM
159
Redmond Asset Management
Virginia
$1.87M -$45.9K -299 -3%
SFI
160
Susquehanna Fundamental Investments
Pennsylvania
$1.86M +$1.76M +11,485 New
American Century Companies
161
American Century Companies
Missouri
$1.84M +$774K +5,037 +80%
MAM
162
Martingale Asset Management
Massachusetts
$1.83M – – –
A
163
AlphaQuest
New York
$1.76M +$903K +5,881 +118%
PIWA
164
Prevail Innovative Wealth Advisors
Kansas
$1.73M +$1.64M +10,669 New
RJA
165
Raymond James & Associates
Florida
$1.68M +$78.6K +512 +5%
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.65M – – –
LTAS
167
Linden Thomas Advisory Services
North Carolina
$1.65M +$22.7K +148 +1%
MSRPS
168
Maryland State Retirement & Pension System
Maryland
$1.62M -$14K -91 -0.9%
LIP
169
Liontrust Investment Partners
United Kingdom
$1.62M – – –
Ensign Peak Advisors
170
Ensign Peak Advisors
Utah
$1.62M -$77.4K -504 -5%
CL
171
CIM LLC
New York
$1.6M -$3.23K -21 -0.2%
Creative Planning
172
Creative Planning
Kansas
$1.6M +$154K +1,000 +11%
ZB
173
Zions Bancorporation
Utah
$1.56M +$37.3K +243 +3%
AQR Capital Management
174
AQR Capital Management
Connecticut
$1.53M +$255K +1,661 +21%
AWM
175
Avior Wealth Management
Nebraska
$1.52M +$725K +4,717 +101%
5 6
7
8 9

BMI Hedge Fund Activity: Q1 2024 in Review

416 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2024, worth a combined $4.25B — up 3.2% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BMI positions and 30 closed out — a net gain of 25 holders — while 152 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $27.2M. The largest seller was Invesco, cutting an estimated $42.5M.

  • 416 institutional investors held Badger Meter (BMI) as of Q1 2024, up from 394 in Q4 2023.
  • Funds reported $4.25B of Badger Meter stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 55 funds opened new Badger Meter positions in Q1 2024 and 30 closed out, a net change of +25 holders.
  • The largest Badger Meter buyer in Q1 2024 was BlackRock, an estimated $27.2M added.
  • The largest Badger Meter seller in Q1 2024 was Invesco, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2024.