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Badger Meter
BMI

394 hedge funds and large institutions have $4.12B invested in Badger Meter in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 30

19% more call options, than puts

Call options by funds: $4.82M | Put options by funds: $4.06M

9% more capital invested

Capital invested by funds: $3.77B → $4.12B (+$350M)

6% more funds holding

Funds holding: 373 → 394 (+21)

1.81% more ownership

Funds ownership: 89.2% → 91% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 138

Holders
394
Holders Change
+21
Holders Change %
+5.63%
% of All Funds
5.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
57
Increased
136
Reduced
138
Closed
30
Calls
$4.82M
Puts
$4.06M
Net Calls
+$756K
Net Calls Change
+$195K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$63.2M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$18.5M
3
Goldman Sachs
Goldman Sachs
New York
+$14.6M
4
Man Group
Man Group
United Kingdom
+$11.8M
5
EAM
Eagle Asset Management
Florida
+$9.78M

Top Sellers

1
Invesco
Invesco
Georgia
-$31.1M
2
Millennium Management
Millennium Management
New York
-$12.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$9.19M
5
MAM
Montanaro Asset Management
United Kingdom
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$797M +$3.25M +22,334 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$564M +$5.46M +37,517 +1%
State Street
3
State Street
Massachusetts
$254M +$5.8M +39,832 +2%
Invesco
4
Invesco
Georgia
$125M -$31.1M -213,476 -21%
Morgan Stanley
5
Morgan Stanley
New York
$122M +$63.2M +434,139 +121%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$108M +$4.29M +29,484 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$107M -$10.3M -70,378 -9%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$104M -$3.21M -22,040 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$103M -$9.19M -63,069 -9%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$94.7M -$2.32M -15,923 -3%
Goldman Sachs
11
Goldman Sachs
New York
$61.4M +$14.6M +100,304 +34%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$53.8M -$2.14M -14,667 -4%
Northern Trust
13
Northern Trust
Illinois
$52.9M -$184K -1,261 -0.4%
UBS AM
14
UBS AM
Illinois
$50.2M +$290K +1,993 +0.6%
KBC Group
15
KBC Group
Belgium
$50.1M -$63.4K -435 -0.1%
Norges Bank
16
Norges Bank
Norway
$47.4M +$1.25M +8,569 +3%
Charles Schwab
17
Charles Schwab
California
$44.5M +$694K +4,766 +2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$40.7M +$1.53M +10,505 +4%
Allianz Asset Management
19
Allianz Asset Management
Germany
$39.3M +$1.03M +7,094 +3%
BTW
20
Boston Trust Walden
Massachusetts
$38.8M +$325K +2,233 +0.9%
Victory Capital Management
21
Victory Capital Management
Texas
$38.5M +$2.29M +15,703 +7%
CAM
22
Congress Asset Management
Massachusetts
$37.6M +$3.51M +24,067 +11%
N
23
Nuveen
North Carolina
$36.6M +$1.16M +7,948 +3%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$34.1M -$557K -3,823 -2%
First Trust Advisors
25
First Trust Advisors
Illinois
$31.1M -$1.11M -7,648 -4%
1
2 3 4 5

BMI Hedge Fund Activity: Q4 2023 in Review

394 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q4 2023, worth a combined $4.12B — up 9.3% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BMI positions and 30 closed out — a net gain of 27 holders — while 136 added to existing stakes and 138 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63.2M. The largest seller was Invesco, cutting an estimated $31.1M.

  • 394 institutional investors held Badger Meter (BMI) as of Q4 2023, up from 373 in Q3 2023.
  • Funds reported $4.12B of Badger Meter stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 57 funds opened new Badger Meter positions in Q4 2023 and 30 closed out, a net change of +27 holders.
  • The largest Badger Meter buyer in Q4 2023 was Morgan Stanley, an estimated $63.2M added.
  • The largest Badger Meter seller in Q4 2023 was Invesco, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2023.