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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
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$1.26M +$394K +2,703 +49%
Osaic Holdings
177
Osaic Holdings
Arizona
$1.24M -$125K -860 -10%
CCIA
178
Campbell & Co Investment Adviser
Maryland
$1.21M +$924K +6,347 +429%
AQR Capital Management
179
AQR Capital Management
Connecticut
$1.2M -$422K -2,896 -27%
SCM
180
Semanteon Capital Management
Massachusetts
$1.2M +$1.13M +7,745 New
VI
181
Vestcor Inc
New Brunswick, Canada
$1.17M +$321K +2,207 +41%
DZ Bank
182
DZ Bank
Germany
$1.08M +$726K +4,984 +248%
QC
183
Quadrature Capital
United Kingdom
$1.07M +$1.01M +6,923 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
184
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.07M – – –
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$1M +$168K +1,155 +22%
CAM
186
ClariVest Asset Management
California
$991K -$306K -2,101 -25%
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$985K +$929K +6,381 New
COPPSERS
188
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$978K -$1.93M -13,268 -68%
JCIA
189
Jackson Creek Investment Advisors
Colorado
$977K -$37.3K -256 -4%
American Century Companies
190
American Century Companies
Missouri
$975K +$146 +1 +0%
ECM
191
Everence Capital Management
Indiana
$973K – – –
ETC
192
Exchange Traded Concepts
Oklahoma
$957K -$28.8K -198 -3%
VPIM
193
Vanguard Personalized Indexing Management
California
$943K -$557K -3,824 -38%
TA
194
Teton Advisors
New York
$926K -$72.8K -500 -8%
DC
195
Davenport & Co
Virginia
$923K -$43.7K -300 -5%
USCWA
196
U.S. Capital Wealth Advisors
Texas
$919K -$29.1K -200 -3%
MWM
197
Mission Wealth Management
California
$906K +$55.2K +379 +7%
MIP
198
Marietta Investment Partners
Wisconsin
$904K +$361K +2,481 +74%
TIS
199
Tortoise Index Solutions
Kansas
$898K -$29.9K -205 -3%
EGM
200
Engineers Gate Manager
New York
$852K +$352K +2,415 +78%
6 7
8
9 10

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.