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BMTX

BM Technologies, Inc.
BMTX

Delisted

BMTX was delisted on the 31st of January, 2025.

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86 hedge funds and large institutions have $47.9M invested in BM Technologies, Inc. in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

871% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 7

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

244% more funds holding

Funds holding: 25 → 86 (+61)

107% more capital invested

Capital invested by funds: $23.2M → $47.9M (+$24.7M)

Holders
86
Holders Change
+61
Holders Change %
+244%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
12
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$7.02M
2
KCM
Kennedy Capital Management
Missouri
+$2.81M
3
State Street
State Street
Massachusetts
+$2.44M
4
ACB
Aristotle Capital Boston
Massachusetts
+$2.37M
5
PCM
Portolan Capital Management
Massachusetts
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
MF
Magnetar Financial
Illinois
-$4.83M
2
AAM
ACK Asset Management
Connecticut
-$2.87M
3
HF
HRT Financial
New York
-$819K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$144K
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$97K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$422K +$140K +10,340 +40%
SEI Investments
27
SEI Investments
Pennsylvania
$418K +$487K +35,893 New
Principal Financial Group
28
Principal Financial Group
Iowa
$401K +$467K +34,448 New
Ameriprise
29
Ameriprise
Minnesota
$360K +$145K +10,697 +53%
MAG
30
Millrace Asset Group
Pennsylvania
$358K +$5.07K +374 +1%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$356K +$104K +7,701 +34%
Stifel Financial
32
Stifel Financial
Missouri
$333K +$388K +28,596 New
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$307K +$358K +26,376 New
Northern Trust
34
Northern Trust
Illinois
$296K +$344K +25,385 New
FWSM
35
First Wilshire Securities Management
California
$227K +$318K +23,416 New
Victory Capital Management
36
Victory Capital Management
Texas
$214K +$250K +18,404 New
Citadel Advisors
37
Citadel Advisors
Florida
$212K +$247K +18,225 New
PPA
38
Parametric Portfolio Associates
Washington
$171K -$6.03K -445 -3%
MSL
39
Mackay Shields LLC
New York
$167K +$194K +14,293 New
BlackRock
40
BlackRock
New York
$148K +$173K +12,731 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$137K +$160K +11,798 New
CAM
42
ClariVest Asset Management
California
$124K +$143K +10,577 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$122K +$142K +10,449 New
DA
44
Denali Advisors
California
$122K +$142K +10,470 New
CCM
45
Corsair Capital Management
New York
$121K +$141K +10,382 New
Marshall Wace
46
Marshall Wace
United Kingdom
$118K +$137K +10,117 New
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$114K +$133K +9,786 New
Morgan Stanley
48
Morgan Stanley
New York
$103K -$37.3K -2,751 -24%
WAM
49
Wolverine Asset Management
Illinois
$100K +$117K +8,636 New
Group One Trading
50
Group One Trading
Illinois
$99K +$11.5K +846 New
1
2
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BMTX Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q1 2021, worth a combined $47.9M — up 107% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new BMTX positions and 7 closed out — a net gain of 61 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $7.02M. The largest seller was Magnetar Financial, exiting entirely with an estimated $4.83M sold.

  • 86 institutional investors held BM Technologies, Inc. (BMTX) as of Q1 2021, up from 25 in Q4 2020.
  • Funds reported $47.9M of BM Technologies, Inc. stock for Q1 2021, up 107% quarter-over-quarter.
  • 68 funds opened new BM Technologies, Inc. positions in Q1 2021 and 7 closed out, a net change of +61 holders.
  • The largest BM Technologies, Inc. buyer in Q1 2021 was Vanguard Group, an estimated $7.02M added.
  • The largest BM Technologies, Inc. seller in Q1 2021 was Magnetar Financial, an estimated $4.83M sold.

Based on aggregated 13F filings for Q1 2021.