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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
BlackRock
1
BlackRock
New York
$241M -$3.96M -64,971 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$185M +$2.77M +45,542 +1%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$84.1M +$5.39M +88,494 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.6M -$889K -14,601 -1%
State Street
5
State Street
Massachusetts
$53M +$4.33M +71,028 +8%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$52.9M -$105K -1,726 -0.2%
Invesco
7
Invesco
Georgia
$45.6M -$3.02M -49,525 -6%
CCM
8
Copeland Capital Management
Pennsylvania
$35M -$420K -6,896 -1%
Goldman Sachs
9
Goldman Sachs
New York
$34.9M +$2.1M +34,462 +6%
UBS AM
10
UBS AM
Illinois
$31M -$1.75M -28,751 -5%
Norges Bank
11
Norges Bank
Norway
$31M -$561K -9,206 -2%
Wells Fargo
12
Wells Fargo
California
$28.8M -$4.04M -66,324 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$24.7M +$2.76M +45,245 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23.6M -$1.6M -26,221 -6%
Northern Trust
15
Northern Trust
Illinois
$22M +$376K +6,168 +2%
Ameriprise
16
Ameriprise
Minnesota
$20.8M +$4.85M +79,604 +26%
MPI
17
Mairs & Power Inc
Minnesota
$20.6M -$25.7M -422,738 -52%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$20.3M -$641K -10,530 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$18.9M +$1.09M +17,858 +5%
BTW
20
Boston Trust Walden
Massachusetts
$14.9M +$4.1M +67,285 +32%
Principal Financial Group
21
Principal Financial Group
Iowa
$14.3M -$435K -7,136 -3%
First Trust Advisors
22
First Trust Advisors
Illinois
$13M +$1.46M +23,981 +11%
Charles Schwab
23
Charles Schwab
California
$12.4M +$503K +8,253 +4%
KBC Group
24
KBC Group
Belgium
$11.9M -$2.5M -40,973 -16%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$9.92M -$6.2M -101,785 -35%

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.