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BMTX

BM Technologies, Inc.
BMTX

Delisted

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

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85 hedge funds and large institutions have $51.3M invested in BM Technologies, Inc. in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

7% more capital invested

Capital invested by funds: $47.9M → $51.3M (+$3.4M)

1% less funds holding

Funds holding: 86 → 85 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$1.26M
2
LSV Asset Management
LSV Asset Management
Illinois
+$859K
3
JAMONY
Jacob Asset Management of New York
California
+$810K
4
B
Barings
North Carolina
+$593K
5
GPCM
Granite Point Capital Management
Massachusetts
+$544K

Top Sellers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
-$1.92M
2
AFG
American Financial Group
Ohio
-$593K
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$488K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$420K
5
MAG
Millrace Asset Group
Pennsylvania
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$545K -$168K -14,483 -24%
BlackRock
27
BlackRock
New York
$512K +$329K +28,430 +223%
Charles Schwab
28
Charles Schwab
California
$504K – – –
SEI Investments
29
SEI Investments
Pennsylvania
$457K +$9.74K +842 +2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$451K – – –
Principal Financial Group
31
Principal Financial Group
Iowa
$429K – – –
Ameriprise
32
Ameriprise
Minnesota
$385K -$58 -5 -0%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$381K – – –
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$328K – – –
Renaissance Technologies
35
Renaissance Technologies
New York
$311K +$289K +25,000 New
Citadel Advisors
36
Citadel Advisors
Florida
$267K +$118K +10,176 +56%
FWSM
37
First Wilshire Securities Management
California
$257K -$266 -23 -0.1%
Victory Capital Management
38
Victory Capital Management
Texas
$231K +$1.57K +136 +0.7%
PPA
39
Parametric Portfolio Associates
Washington
$213K +$27.5K +2,380 +16%
Morgan Stanley
40
Morgan Stanley
New York
$205K +$87.9K +7,604 +86%
Marshall Wace
41
Marshall Wace
United Kingdom
$199K +$68.5K +5,919 +59%
CCM
42
Corsair Capital Management
New York
$186K +$52.9K +4,570 +44%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$165K +$17K +1,469 +12%
WAM
44
Wolverine Asset Management
Illinois
$135K +$26.4K +2,283 +26%
CAM
45
ClariVest Asset Management
California
$132K – – –
Swiss National Bank
46
Swiss National Bank
Switzerland
$130K – – –
BFM
47
Boothbay Fund Management
New York
$129K +$120K +10,385 New
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$128K -$420K -36,300 -78%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$122K – – –
DA
50
Denali Advisors
California
$114K -$14.7K -1,272 -12%
1
2
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BMTX Hedge Fund Activity: Q2 2021 in Review

85 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q2 2021, worth a combined $51.3M — up 7.1% from $47.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BMTX and 9 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 22 added.

The largest buyer was Kennedy Capital Management, adding an estimated $1.26M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $1.92M sold.

  • 85 institutional investors held BM Technologies, Inc. (BMTX) as of Q2 2021, down from 86 in Q1 2021.
  • Funds reported $51.3M of BM Technologies, Inc. stock for Q2 2021, up 7.1% quarter-over-quarter.
  • 9 funds opened new BM Technologies, Inc. positions in Q2 2021 and 10 closed out, a net change of -1 holder.
  • The largest BM Technologies, Inc. buyer in Q2 2021 was Kennedy Capital Management, an estimated $1.26M added.
  • The largest BM Technologies, Inc. seller in Q2 2021 was Portolan Capital Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q2 2021.