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Badger Meter
BMI

274 hedge funds and large institutions have $3.05B invested in Badger Meter in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $638K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $2.56B → $3.05B (+$483M)

7.74% more ownership

Funds ownership: 86.92% → 94.66% (+7.7%)

7% more funds holding

Funds holding: 257 → 274 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 96

Holders
274
Holders Change
+17
Holders Change %
+6.61%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
86
Reduced
96
Closed
20
Calls
$1.3M
Puts
$638K
Net Calls
+$662K
Net Calls Change
+$878K

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$248M
2
BlackRock
BlackRock
New York
+$13.7M
3
NIPH
NN Investment Partners Holdings
Netherlands
+$9.22M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$6.87M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$6.47M

Top Sellers

Rank Fund Capital Flow
1
CCM
Copeland Capital Management
Pennsylvania
-$34.9M
2
Millennium Management
Millennium Management
New York
-$6.91M
3
Goldman Sachs
Goldman Sachs
New York
-$5.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.21M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
201
Freedom Investment Management
Connecticut
$224K -$11.8K -112 -5%
LWA
202
Lowe Wealth Advisors
Maryland
$222K – – –
BSW
203
Buckingham Strategic Wealth
Missouri
$221K +$218K +2,072 New
V
204
Veritable
Delaware
$220K +$217K +2,063 New
Squarepoint
205
Squarepoint
New York
$217K -$280K -2,660 -57%
RPA
206
Rock Point Advisors
Vermont
$213K -$15.8K -150 -7%
FIM
207
Fruth Investment Management
Texas
$213K – – –
Citadel Advisors
208
Citadel Advisors
Florida
$202K -$2.37M -22,488 -92%
SCM
209
Shelton Capital Management
Colorado
$201K +$198K +1,884 New
EGM
210
Engineers Gate Manager
New York
$200K +$198K +1,879 New
DP
211
Dundas Partners
United Kingdom
$199K +$202K +1,917 +5,477%
SPIA
212
Steward Partners Investment Advisory
New York
$182K – – –
ODG
213
O'Dell Group
Ohio
$166K – – –
GEA
214
Glen Eagle Advisors
New Jersey
$156K – – –
PA
215
Parallel Advisors
California
$134K -$97.1K -922 -42%
S
216
Surevest
California
$133K +$131K +1,247 New
Lazard Asset Management
217
Lazard Asset Management
New York
$116K -$3.79M -36,028 -97%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$115K -$211 -2 -0.2%
CFA
219
Carroll Financial Associates
North Carolina
$111K – – –
KC
220
Kepos Capital
New York
$94K +$92.7K +880 New
UB
221
UMB Bank
Missouri
$85K +$84.3K +800 New
Macquarie Group
222
Macquarie Group
Australia
$76K – – –
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K +$1.05K +10 +2%
SWA
224
Sutton Wealth Advisors
Florida
$62.2K +$632 +6 +1%
CAM
225
Close Asset Management
United Kingdom
$62K – – –
7 8
9
10 11

BMI Hedge Fund Activity: Q4 2021 in Review

274 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q4 2021, worth a combined $3.05B — up 19% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BMI positions and 20 closed out — a net gain of 19 holders — while 86 added to existing stakes and 96 trimmed.

The largest buyer was UBS AM, adding an estimated $248M. The largest seller was Copeland Capital Management, cutting an estimated $34.9M.

  • 274 institutional investors held Badger Meter (BMI) as of Q4 2021, up from 257 in Q3 2021.
  • Funds reported $3.05B of Badger Meter stock for Q4 2021, up 19% quarter-over-quarter.
  • 39 funds opened new Badger Meter positions in Q4 2021 and 20 closed out, a net change of +19 holders.
  • The largest Badger Meter buyer in Q4 2021 was UBS AM, an estimated $248M added.
  • The largest Badger Meter seller in Q4 2021 was Copeland Capital Management, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2021.