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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
ETC
51
Exchange Traded Concepts
Oklahoma
$84K +$97.2K +7,169 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$77K +$89.9K +6,632 New
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$69K +$79.3K +5,848 New
SO
54
STRS Ohio
Ohio
$69K +$80.8K +5,956 New
KBC Group
55
KBC Group
Belgium
$66K +$55.4K +4,084 +251%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$58K +$68K +5,016 New
Canada Life
57
Canada Life
Manitoba, Canada
$52K +$60.8K +4,484 New
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$47K +$54.5K +4,019 New
SOADOR
59
State of Alaska Department of Revenue
Alaska
$47K +$55.2K +4,069 New
Deutsche Bank
60
Deutsche Bank
Germany
$44K +$14.6K +1,079 +40%
WC
61
Winmill & Co
New York
$36K +$41.7K +3,078 New
IA
62
IndexIQ Advisors
New York
$34K +$39.9K +2,941 New
Citigroup
63
Citigroup
New York
$31K +$36.5K +2,690 New
LS
64
Livforsakringsbolaget Skandia
Sweden
$22K +$25.2K +1,862 New
OPERF
65
Oregon Public Employees Retirement Fund
Oregon
$21K +$24K +1,770 New
TSW
66
Thompson Siegel & Walmsley
Virginia
$21K +$24.4K +1,803 New
TRSOTSOK
67
Teachers Retirement System of the State of Kentucky
Kentucky
$14K – – –
ST
68
Sageworth Trust
Pennsylvania
$11K +$12K +887 New
JP Morgan Chase
69
JP Morgan Chase
New York
$11K +$13.3K +983 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$6K +$6.67K +492 New
MOACM
71
Mutual of America Capital Management
New York
$6K +$7.49K +552 New
UBS Group
72
UBS Group
Switzerland
$5K -$5.52K -407 -50%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$5K +$5.68K +419 New
AIP
74
Ameritas Investment Partners
Nebraska
$4K +$4.76K +351 New
Barrow, Hanley, Mewhinney & Strauss
75
Barrow, Hanley, Mewhinney & Strauss
Texas
$3K +$3.4K +251 New
1 2
3
4

BMTX Hedge Fund Activity: Q1 2021 in Review

86 of the 5,696 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.