We are live on ! Find out more
BMI icon

Badger Meter

220 hedge funds and large institutions have $1.68B invested in Badger Meter in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $268K

5% more capital invested

Capital invested by funds: $1.59B → $1.68B (+$85.9M)

1.25% more ownership

Funds ownership: 86.93%88.18% (+1.2%)

4% less funds holding

Funds holding: 229220 (-9)

16% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 85

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
220
Holders Change
-9
Holders Change %
-3.93%
% of All Funds
4.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
71
Reduced
85
Closed
25
Calls
$1.76M
Puts
$268K
Net Calls
+$1.5M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$294M -$5.86M -91,705 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$214M -$7.18M -112,365 -3%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$127M +$24.1M +377,645 +24%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$71.4M +$4.04M +63,265 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.9M -$6.11M -95,744 -9%
Invesco
6
Invesco
Georgia
$62.6M +$10.7M +167,268 +21%
State Street
7
State Street
Massachusetts
$62.3M -$2.63M -41,225 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$51M +$47.7M +746,436 +2,751%
UBS AM
9
UBS AM
Illinois
$37.7M +$185K +2,899 +0.5%
CCM
10
Copeland Capital Management
Pennsylvania
$36.7M +$3.94M +61,672 +12%
Goldman Sachs
11
Goldman Sachs
New York
$35.9M +$240K +3,764 +0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$27.6M -$3.11M -48,713 -10%
KBC Group
13
KBC Group
Belgium
$27.1M +$1.01M +15,758 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$26.4M +$1.22M +19,144 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$26.3M -$2.49M -39,071 -9%
Northern Trust
16
Northern Trust
Illinois
$25.7M -$1.31M -20,525 -5%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$25.2M +$136K +2,123 +0.6%
Norges Bank
18
Norges Bank
Norway
$22.3M -$15.1M -236,875 -41%
Ameriprise
19
Ameriprise
Minnesota
$19.9M -$4.9M -76,729 -20%
BTW
20
Boston Trust Walden
Massachusetts
$19.7M -$277K -4,332 -1%
MPI
21
Mairs & Power Inc
Minnesota
$18.4M -$2.77M -43,434 -13%
Principal Financial Group
22
Principal Financial Group
Iowa
$16.1M +$38.5K +603 +0.2%
Charles Schwab
23
Charles Schwab
California
$15.5M -$1.11M -17,438 -7%
Wells Fargo
24
Wells Fargo
California
$15.2M -$17.5M -273,457 -54%
Allianz Asset Management
25
Allianz Asset Management
Germany
$14.4M +$9.73M +152,329 +222%

BMI Hedge Fund Activity: Q3 2020 in Review

220 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q3 2020, worth a combined $1.68B — up 5.4% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BMI and 18 opened new positions — a net loss of 7 holders — while 85 trimmed existing stakes and 71 added.

The largest buyer was JP Morgan Chase, adding an estimated $47.7M. The largest seller was Wells Fargo, cutting an estimated $17.5M.

  • 220 institutional investors held Badger Meter (BMI) as of Q3 2020, down from 229 in Q2 2020.
  • Funds reported $1.68B of Badger Meter stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 18 funds opened new Badger Meter positions in Q3 2020 and 25 closed out, a net change of -7 holders.
  • The largest Badger Meter buyer in Q3 2020 was JP Morgan Chase, an estimated $47.7M added.
  • The largest Badger Meter seller in Q3 2020 was Wells Fargo, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2020.