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Badger Meter

215 hedge funds and large institutions have $1.37B invested in Badger Meter in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

4% more funds holding

Funds holding: 207215 (+8)

2.71% less ownership

Funds ownership: 90.49%87.78% (-2.7%)

20% less capital invested

Capital invested by funds: $1.71B → $1.37B (-$344M)

83% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $23.7M

Holders
215
Holders Change
+8
Holders Change %
+3.86%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
74
Reduced
67
Closed
22
Calls
$4.03M
Puts
$23.7M
Net Calls
-$19.7M
Net Calls Change
+$6.42M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$69K +$78.6K +1,290 New
MOACM
177
Mutual of America Capital Management
New York
$68K +$14.4K +237 +23%
CYG
178
Clean Yield Group
Vermont
$64K
Macquarie Group
179
Macquarie Group
Australia
$63K +$71.8K +1,179 New
CFA
180
Carroll Financial Associates
North Carolina
$61K
AF
181
Advisornet Financial
Minnesota
$59K
ASN
182
Advisory Services Network
Georgia
$59K +$36.5K +600 +121%
MDCM
183
Morgan Dempsey Capital Management
Wisconsin
$54K -$52.8K -867 -46%
CFG
184
Citizens Financial Group
Rhode Island
$53K
LIA
185
LS Investment Advisors
Michigan
$46K
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K
S
187
SignatureFD
Georgia
$39K +$2.38K +39 +6%
CFGS
188
Concourse Financial Group Securities
Alabama
$38K +$43.1K +707 New
SO
189
STRS Ohio
Ohio
$37K +$42.6K +700 New
GWM
190
Geneos Wealth Management
Colorado
$35K
TCOV
191
Trust Company of Vermont
Vermont
$32K
SWA
192
Sutton Wealth Advisors
Florida
$31K
VAIA
193
Virtus Alternative Investment Advisers
Connecticut
$23K +$17.4K +286 +192%
PCM
194
Penserra Capital Management
California
$21K
MAM
195
Marquette Asset Management
Minnesota
$20K
GT
196
Glenmede Trust
Pennsylvania
$17K
OPS
197
Orion Portfolio Solutions
Nebraska
$15K -$2.13K -35 -11%
IA
198
IFP Advisors
Florida
$14K
TRCT
199
Tower Research Capital (TRC)
New York
$13K +$11.6K +191 +318%
II
200
Inspire Investing
Idaho
$11K -$180K -2,954 -93%

BMI Hedge Fund Activity: Q1 2020 in Review

215 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2020, worth a combined $1.37B — down 20% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BMI positions and 22 closed out — a net gain of 10 holders — while 74 added to existing stakes and 67 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $5.39M. The largest seller was Mairs & Power Inc, cutting an estimated $25.7M.

  • 215 institutional investors held Badger Meter (BMI) as of Q1 2020, up from 207 in Q4 2019.
  • Funds reported $1.37B of Badger Meter stock for Q1 2020, down 20% quarter-over-quarter.
  • 32 funds opened new Badger Meter positions in Q1 2020 and 22 closed out, a net change of +10 holders.
  • The largest Badger Meter buyer in Q1 2020 was Impax Asset Management Group, an estimated $5.39M added.
  • The largest Badger Meter seller in Q1 2020 was Mairs & Power Inc, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2020.