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Badger Meter

355 hedge funds and large institutions have $3.82B invested in Badger Meter in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

140% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 25

92% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $753K

22% more capital invested

Capital invested by funds: $3.13B → $3.82B (+$692M)

11% more funds holding

Funds holding: 321355 (+34)

1.02% more ownership

Funds ownership: 87.49%88.51% (+1%)

14% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 129

Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
111
Reduced
129
Closed
25
Calls
$1.45M
Puts
$753K
Net Calls
+$693K
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$743M -$12.8M -92,961 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$529M +$9.84M +71,465 +2%
State Street
3
State Street
Massachusetts
$227M -$31.5M -228,503 -13%
Invesco
4
Invesco
Georgia
$139M +$3.28M +23,789 +3%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$135M -$16.9M -122,867 -12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$114M -$4.03M -29,255 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$108M -$6.2M -45,016 -6%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$95.9M -$1.94M -14,057 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$95.6M +$7.7M +55,908 +9%
Morgan Stanley
10
Morgan Stanley
New York
$55.9M +$3.81M +27,656 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$53.3M -$843K -6,123 -2%
Northern Trust
12
Northern Trust
Illinois
$50.8M +$979K +7,113 +2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$47.5M -$7M -50,854 -14%
Norges Bank
14
Norges Bank
Norway
$44M +$906K +6,581 +2%
Allianz Asset Management
15
Allianz Asset Management
Germany
$42M -$292K -2,124 -0.7%
Charles Schwab
16
Charles Schwab
California
$39.2M -$403K -2,929 -1%
UBS AM
17
UBS AM
Illinois
$37.9M
KBC Group
18
KBC Group
Belgium
$36.9M +$806K +5,857 +2%
First Trust Advisors
19
First Trust Advisors
Illinois
$36.4M +$755K +5,485 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$34.8M -$3.59M -26,056 -10%
BTW
21
Boston Trust Walden
Massachusetts
$34.6M -$5.16M -37,450 -14%
N
22
Nuveen
North Carolina
$34.2M +$9.38M +68,139 +42%
DCM
23
Driehaus Capital Management
Illinois
$33M -$2.29M -16,644 -7%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$32M +$1.89M +13,763 +7%
Amundi
25
Amundi
France
$28.9M +$531K +3,855 +2%

BMI Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q2 2023, worth a combined $3.82B — up 22% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BMI positions and 25 closed out — a net gain of 35 holders — while 111 added to existing stakes and 129 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $13.4M. The largest seller was State Street, cutting an estimated $31.5M.

  • 355 institutional investors held Badger Meter (BMI) as of Q2 2023, up from 321 in Q1 2023.
  • Funds reported $3.82B of Badger Meter stock for Q2 2023, up 22% quarter-over-quarter.
  • 60 funds opened new Badger Meter positions in Q2 2023 and 25 closed out, a net change of +35 holders.
  • The largest Badger Meter buyer in Q2 2023 was Millennium Management, an estimated $13.4M added.
  • The largest Badger Meter seller in Q2 2023 was State Street, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2023.