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Badger Meter

257 hedge funds and large institutions have $2.56B invested in Badger Meter in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 100 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

3% more funds holding

Funds holding: 249257 (+8)

3% more capital invested

Capital invested by funds: $2.49B → $2.56B (+$71.9M)

0.23% less ownership

Funds ownership: 87.15%86.92% (-0.23%)

14% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $1.58M

19% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 100

Holders
257
Holders Change
+8
Holders Change %
+3.21%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
81
Reduced
100
Closed
14
Calls
$1.36M
Puts
$1.58M
Net Calls
-$216K
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$489M -$1.73M -16,878 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$341M +$2.45M +23,956 +0.7%
State Street
3
State Street
Massachusetts
$170M -$4.33M -42,349 -2%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$121M +$7.42M +72,606 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$92.8M -$5.93M -58,019 -6%
Invesco
6
Invesco
Georgia
$91.7M -$5.36M -52,399 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$90.3M -$772K -7,550 -0.8%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$78.5M -$9.71K -95 -0%
Allianz Asset Management
9
Allianz Asset Management
Germany
$63.6M +$4.9M +47,952 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$50.6M +$11.4M +111,450 +29%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$48.3M -$1.27M -12,399 -3%
UBS AM
12
UBS AM
Illinois
$41.1M +$505K +4,941 +1%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$39.3M +$712K +6,963 +2%
Northern Trust
14
Northern Trust
Illinois
$36.1M -$748K -7,319 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$34.9M -$876K -8,566 -2%
CCM
16
Copeland Capital Management
Pennsylvania
$33.5M -$3.06M -29,979 -8%
BTW
17
Boston Trust Walden
Massachusetts
$29.8M +$544K +5,324 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$27.6M +$9.53M +93,221 +52%
Principal Financial Group
19
Principal Financial Group
Iowa
$27.2M -$14.5K -142 -0.1%
Charles Schwab
20
Charles Schwab
California
$23.8M +$192K +1,881 +0.8%
Ameriprise
21
Ameriprise
Minnesota
$23.6M -$2.62M -25,679 -10%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$22.8M +$2.43M +23,781 +12%
SAM
23
Storebrand Asset Management
Norway
$22.2M +$858K +8,391 +4%
Norges Bank
24
Norges Bank
Norway
$21.9M -$3.09M -30,235 -12%
MPI
25
Mairs & Power Inc
Minnesota
$20.3M -$313K -3,063 -2%

BMI Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q3 2021, worth a combined $2.56B — up 2.9% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BMI positions and 14 closed out — a net gain of 10 holders — while 81 added to existing stakes and 100 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $11.4M. The largest seller was KBC Group, cutting an estimated $20.3M.

  • 257 institutional investors held Badger Meter (BMI) as of Q3 2021, up from 249 in Q2 2021.
  • Funds reported $2.56B of Badger Meter stock for Q3 2021, up 2.9% quarter-over-quarter.
  • 24 funds opened new Badger Meter positions in Q3 2021 and 14 closed out, a net change of +10 holders.
  • The largest Badger Meter buyer in Q3 2021 was Bank of New York Mellon, an estimated $11.4M added.
  • The largest Badger Meter seller in Q3 2021 was KBC Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2021.