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Badger Meter

476 hedge funds and large institutions have $5.75B invested in Badger Meter in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $1.2M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $4.9B → $5.75B (+$851M)

6% more funds holding

Funds holding: 450476 (+26)

0.31% more ownership

Funds ownership: 89.47%89.77% (+0.31%)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

Holders
476
Holders Change
+26
Holders Change %
+5.78%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
63
Increased
166
Reduced
167
Closed
34
Calls
$5.71M
Puts
$1.2M
Net Calls
+$4.52M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.16B +$13.1M +65,241 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$829M +$24M +119,678 +3%
State Street
3
State Street
Massachusetts
$320M -$10.4M -51,675 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$170M -$2.41M -12,021 -2%
Morgan Stanley
5
Morgan Stanley
New York
$159M +$14.2M +71,027 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$123M -$8.49M -42,363 -7%
Invesco
7
Invesco
Georgia
$108M -$5.77M -28,773 -6%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$99.2M -$7.52M -37,536 -8%
Norges Bank
9
Norges Bank
Norway
$95.6M +$21M +104,949 +32%
Goldman Sachs
10
Goldman Sachs
New York
$94.6M +$10.2M +50,959 +13%
JP Morgan Chase
11
JP Morgan Chase
New York
$90.9M -$14.5M -72,210 -15%
Charles Schwab
12
Charles Schwab
California
$73.9M +$3.98M +19,848 +6%
KBC Group
13
KBC Group
Belgium
$72.5M +$504K +2,515 +0.8%
Northern Trust
14
Northern Trust
Illinois
$70M -$780K -3,890 -1%
First Trust Advisors
15
First Trust Advisors
Illinois
$68.6M +$14.1M +70,605 +29%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$68M -$5.19M -25,892 -8%
UBS AM
17
UBS AM
Illinois
$67.3M -$2.64M -13,188 -4%
CAM
18
Congress Asset Management
Massachusetts
$64.4M +$1.6M +7,967 +3%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$62.9M -$1.46M -7,270 -2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$56.8M -$613K -3,060 -1%
BTW
21
Boston Trust Walden
Massachusetts
$53.2M -$1.21M -6,030 -2%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$52.8M +$622K +3,102 +1%
N
23
Nuveen
North Carolina
$48.4M -$204K -1,018 -0.5%
BHC
24
Bowen Hanes & Co
Florida
$46.2M +$5.98M +29,840 +16%
Allianz Asset Management
25
Allianz Asset Management
Germany
$45.3M -$2.09M -10,442 -5%

BMI Hedge Fund Activity: Q3 2024 in Review

476 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q3 2024, worth a combined $5.75B — up 17% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BMI positions and 34 closed out — a net gain of 29 holders — while 166 added to existing stakes and 167 trimmed.

The largest buyer was Vanguard Group, adding an estimated $24M. The largest seller was JP Morgan Chase, cutting an estimated $14.5M.

  • 476 institutional investors held Badger Meter (BMI) as of Q3 2024, up from 450 in Q2 2024.
  • Funds reported $5.75B of Badger Meter stock for Q3 2024, up 17% quarter-over-quarter.
  • 63 funds opened new Badger Meter positions in Q3 2024 and 34 closed out, a net change of +29 holders.
  • The largest Badger Meter buyer in Q3 2024 was Vanguard Group, an estimated $24M added.
  • The largest Badger Meter seller in Q3 2024 was JP Morgan Chase, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2024.