We are live on ! Find out more
BMTX

BM Technologies, Inc.
BMTX

Delisted

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

Back to rankings

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
ETC
51
Exchange Traded Concepts
Oklahoma
$100K +$9.6K +830 +12%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$86K +$80.2K +6,938 New
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$83K – – –
SO
54
STRS Ohio
Ohio
$74K – – –
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$72K – – –
KBC Group
56
KBC Group
Belgium
$72K – – –
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$62K – – –
Russell Investments Group
58
Russell Investments Group
United Kingdom
$57K +$54K +4,668 New
Canada Life
59
Canada Life
Manitoba, Canada
$56K – – –
SOADOR
60
State of Alaska Department of Revenue
Alaska
$50K – – –
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$50K – – –
Deutsche Bank
62
Deutsche Bank
Germany
$47K – – –
IA
63
IndexIQ Advisors
New York
$37K – – –
WC
64
Winmill & Co
New York
$29K – – –
LS
65
Livforsakringsbolaget Skandia
Sweden
$23K – – –
TSW
66
Thompson Siegel & Walmsley
Virginia
$22K – – –
OPERF
67
Oregon Public Employees Retirement Fund
Oregon
$22K +$69 +6 +0.3%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$15K – – –
Group One Trading
69
Group One Trading
Illinois
$11K – – –
MOACM
70
Mutual of America Capital Management
New York
$7K – – –
Citigroup
71
Citigroup
New York
$5K -$26K -2,251 -84%
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$5K – – –
AIP
73
Ameritas Investment Partners
Nebraska
$4K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$3K – – –
EVM
75
Eaton Vance Management
Massachusetts
$3K +$2.69K +233 +2,330%
1 2
3
4

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.