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BMTX

BM Technologies, Inc.

Delisted

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

77 hedge funds and large institutions have $44.1M invested in BM Technologies, Inc. in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

938% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $1.2M

4% more capital invested

Capital invested by funds: $42.3M → $44.1M (+$1.82M)

9% less funds holding

Funds holding: 8577 (-8)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

60% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 25

Holders
77
Holders Change
-8
Holders Change %
-9.41%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
10
Reduced
25
Closed
22
Calls
$12.4M
Puts
$1.2M
Net Calls
+$11.3M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$259K -$344K -34,553 -55%
State Street
27
State Street
Massachusetts
$249K -$1.65M -165,918 -86%
FWSM
28
First Wilshire Securities Management
California
$227K +$7.11K +713 +3%
Northern Trust
29
Northern Trust
Illinois
$210K -$30.4K -3,053 -12%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$204K -$87K -8,725 -28%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$156K +$169K +16,936 New
WAM
32
Wolverine Asset Management
Illinois
$140K +$117K +11,768 +338%
QC
33
Quadrature Capital
United Kingdom
$135K +$146K +14,601 New
SIA
34
Schechter Investment Advisors
Michigan
$117K +$127K +12,690 New
PPA
35
Parametric Portfolio Associates
Washington
$113K -$1.64K -164 -1%
ECM
36
ExodusPoint Capital Management
New York
$113K +$122K +12,259 New
Ameriprise
37
Ameriprise
Minnesota
$100K -$439 -44 -0.4%
BFM
38
Boothbay Fund Management
New York
$96K
Macquarie Group
39
Macquarie Group
Australia
$83K
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$61K
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$56K
SO
42
STRS Ohio
Ohio
$54K
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$52K
TRCT
44
Tower Research Capital (TRC)
New York
$37K +$40K +4,009 New
Deutsche Bank
45
Deutsche Bank
Germany
$28K
UBS Group
46
UBS Group
Switzerland
$27K +$25.3K +2,542 +618%
Wells Fargo
47
Wells Fargo
California
$26K -$699K -70,102 -96%
KBC Group
48
KBC Group
Belgium
$26K
MIM
49
MetLife Investment Management
New Jersey
$19.2K
Bank of America
50
Bank of America
North Carolina
$17K -$747K -74,887 -98%

BMTX Hedge Fund Activity: Q4 2021 in Review

77 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q4 2021, worth a combined $44.1M — up 4.3% from $42.3M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BMTX and 14 opened new positions — a net loss of 8 holders — while 25 trimmed existing stakes and 10 added.

The largest buyer was Tieton Capital Management, opening a new position worth an estimated $2.59M. The largest seller was Vanguard Group, cutting an estimated $2.7M.

  • 77 institutional investors held BM Technologies, Inc. (BMTX) as of Q4 2021, down from 85 in Q3 2021.
  • Funds reported $44.1M of BM Technologies, Inc. stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 14 funds opened new BM Technologies, Inc. positions in Q4 2021 and 22 closed out, a net change of -8 holders.
  • The largest BM Technologies, Inc. buyer in Q4 2021 was Tieton Capital Management, an estimated $2.59M added.
  • The largest BM Technologies, Inc. seller in Q4 2021 was Vanguard Group, an estimated $2.7M sold.

Based on aggregated 13F filings for Q4 2021.