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Badger Meter

321 hedge funds and large institutions have $3.13B invested in Badger Meter in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

36% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $938K

17% more capital invested

Capital invested by funds: $2.67B → $3.13B (+$459M)

4% more funds holding

Funds holding: 308321 (+13)

1.53% more ownership

Funds ownership: 85.96%87.49% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

Holders
321
Holders Change
+13
Holders Change %
+4.22%
% of All Funds
5.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
100
Reduced
118
Closed
28
Calls
$1.28M
Puts
$938K
Net Calls
+$341K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$625M -$10.6M -90,887 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$428M +$303K +2,592 +0.1%
State Street
3
State Street
Massachusetts
$215M -$8.84M -75,629 -4%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$127M +$4.99M +42,700 +4%
Invesco
5
Invesco
Georgia
$112M +$21.1M +180,904 +24%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$97.9M -$4.25M -36,394 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$94.8M +$134K +1,148 +0.1%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$80.9M -$1.08M -9,257 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$72.1M +$1.08M +9,207 +2%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$45.4M +$35.4M +302,742 +434%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$44.7M -$652K -5,575 -1%
Morgan Stanley
12
Morgan Stanley
New York
$42.8M -$1.03M -8,820 -2%
Northern Trust
13
Northern Trust
Illinois
$41.1M -$383K -3,274 -1%
UBS AM
14
UBS AM
Illinois
$37.9M +$36.4M +311,255 New
Norges Bank
15
Norges Bank
Norway
$35.5M +$1.43M +12,269 +4%
Allianz Asset Management
16
Allianz Asset Management
Germany
$35M -$7.34M -62,748 -18%
BTW
17
Boston Trust Walden
Massachusetts
$33.1M -$6.25M -53,495 -16%
Charles Schwab
18
Charles Schwab
California
$32.7M +$276K +2,357 +0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$31.9M -$4.95M -42,368 -14%
KBC Group
20
KBC Group
Belgium
$29.8M +$531K +4,538 +2%
First Trust Advisors
21
First Trust Advisors
Illinois
$29.4M -$5.56M -47,523 -16%
DCM
22
Driehaus Capital Management
Illinois
$29.3M +$3.47M +29,702 +14%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$24.8M +$1.35M +11,572 +6%
Goldman Sachs
24
Goldman Sachs
New York
$23.1M +$2.41M +20,629 +12%
Amundi
25
Amundi
France
$22.9M +$453K +3,875 +2%

BMI Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2023, worth a combined $3.13B — up 17% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BMI positions and 28 closed out — a net gain of 15 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $36.4M. The largest seller was BlackRock, cutting an estimated $10.6M.

  • 321 institutional investors held Badger Meter (BMI) as of Q1 2023, up from 308 in Q4 2022.
  • Funds reported $3.13B of Badger Meter stock for Q1 2023, up 17% quarter-over-quarter.
  • 43 funds opened new Badger Meter positions in Q1 2023 and 28 closed out, a net change of +15 holders.
  • The largest Badger Meter buyer in Q1 2023 was UBS AM, an estimated $36.4M added.
  • The largest Badger Meter seller in Q1 2023 was BlackRock, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.