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Badger Meter

373 hedge funds and large institutions have $3.77B invested in Badger Meter in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

11% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $5.15M

5% more funds holding

Funds holding: 355373 (+18)

0.68% more ownership

Funds ownership: 88.51%89.2% (+0.68%)

1% less capital invested

Capital invested by funds: $3.82B → $3.77B (-$49.5M)

4% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 130

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
373
Holders Change
+18
Holders Change %
+5.07%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
125
Reduced
130
Closed
30
Calls
$5.71M
Puts
$5.15M
Net Calls
+$561K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$739M +$16.1M +101,611 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$520M +$4.39M +27,763 +0.8%
State Street
3
State Street
Massachusetts
$231M +$9.92M +62,817 +4%
Invesco
4
Invesco
Georgia
$147M +$12.8M +80,979 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$110M -$1.6M -10,128 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$105M -$229K -1,452 -0.2%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$100M -$34.9M -221,187 -24%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$96.9M +$4.04M +25,564 +4%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$90.5M -$3.31M -20,979 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$52.3M +$331K +2,093 +0.6%
Morgan Stanley
11
Morgan Stanley
New York
$51.7M -$3.17M -20,061 -5%
Northern Trust
12
Northern Trust
Illinois
$49.5M -$4.11K -26 -0%
UBS AM
13
UBS AM
Illinois
$47M +$2.62M +16,593 +5%
KBC Group
14
KBC Group
Belgium
$46.8M +$11.8M +75,013 +30%
Norges Bank
15
Norges Bank
Norway
$42.9M
Goldman Sachs
16
Goldman Sachs
New York
$42.8M +$16.4M +103,772 +54%
Charles Schwab
17
Charles Schwab
California
$40.7M +$2.8M +17,732 +7%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$36.4M -$10.8M -68,329 -21%
BTW
19
Boston Trust Walden
Massachusetts
$35.8M +$2.37M +14,984 +6%
Allianz Asset Management
20
Allianz Asset Management
Germany
$35.6M -$5.86M -37,121 -13%
Victory Capital Management
21
Victory Capital Management
Texas
$33.6M +$9.31M +58,941 +34%
N
22
Nuveen
North Carolina
$33M -$362K -2,291 -1%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$32.3M +$1.24M +7,836 +4%
CAM
24
Congress Asset Management
Massachusetts
$31.6M +$5.6M +35,456 +19%
First Trust Advisors
25
First Trust Advisors
Illinois
$30.1M -$5.91M -37,385 -15%

BMI Hedge Fund Activity: Q3 2023 in Review

373 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q3 2023, worth a combined $3.77B — down 1.3% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BMI positions and 30 closed out — a net gain of 22 holders — while 125 added to existing stakes and 130 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $16.4M. The largest seller was Impax Asset Management Group, cutting an estimated $34.9M.

  • 373 institutional investors held Badger Meter (BMI) as of Q3 2023, up from 355 in Q2 2023.
  • Funds reported $3.77B of Badger Meter stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 52 funds opened new Badger Meter positions in Q3 2023 and 30 closed out, a net change of +22 holders.
  • The largest Badger Meter buyer in Q3 2023 was Goldman Sachs, an estimated $16.4M added.
  • The largest Badger Meter seller in Q3 2023 was Impax Asset Management Group, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2023.