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Badger Meter

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: 257274 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$529M +$13.7M +129,849 +3%
UBS AM
2
UBS AM
Illinois
$393M +$248M +2,352,610 +578%
Vanguard Group
3
Vanguard Group
Pennsylvania
$362M +$2.5M +23,726 +0.7%
State Street
4
State Street
Massachusetts
$183M +$4.38M +41,589 +2%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$134M +$6.87M +65,198 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$98.9M +$1.07M +10,128 +1%
Invesco
7
Invesco
Georgia
$95.4M -$1.27M -12,080 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$92.5M -$2.55M -24,166 -3%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$82.6M -$50K -475 -0.1%
Allianz Asset Management
10
Allianz Asset Management
Germany
$73.5M +$6.47M +61,389 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$52.6M +$1.74M +16,507 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$49.1M -$4.21M -39,934 -8%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$42M +$599K +5,683 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$37M +$289K +2,743 +0.8%
Northern Trust
15
Northern Trust
Illinois
$36.9M -$1.15M -10,956 -3%
First Trust Advisors
16
First Trust Advisors
Illinois
$33.8M +$4.7M +44,637 +16%
BTW
17
Boston Trust Walden
Massachusetts
$31.2M -$195K -1,848 -0.6%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$26.9M +$2.85M +27,058 +12%
Charles Schwab
19
Charles Schwab
California
$25.7M +$667K +6,333 +3%
Norges Bank
20
Norges Bank
Norway
$25.5M +$2.42M +23,000 +11%
Principal Financial Group
21
Principal Financial Group
Iowa
$25.3M -$3.29M -31,249 -12%
Ameriprise
22
Ameriprise
Minnesota
$24.9M +$33.6K +319 +0.1%
SAM
23
Storebrand Asset Management
Norway
$22.9M -$490K -4,649 -2%
KBC Group
24
KBC Group
Belgium
$21.5M +$403K +3,823 +2%
MPI
25
Mairs & Power Inc
Minnesota
$20.4M -$908K -8,618 -4%

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.