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BMTX

BM Technologies, Inc.
BMTX

Delisted

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

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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: 85 → 77 (-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

Top Buyers

Rank Fund Capital Flow
1
TCM
Tieton Capital Management
Washington
+$2.59M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$2.29M
3
JAMONY
Jacob Asset Management of New York
California
+$399K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$281K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$169K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.7M
2
GPCM
Granite Point Capital Management
Massachusetts
-$1.78M
3
State Street
State Street
Massachusetts
-$1.65M
4
ACB
Aristotle Capital Boston
Massachusetts
-$1.34M
5
Bank of America
Bank of America
North Carolina
-$747K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
51
Harel Insurance Investments & Financial Services
Israel
$15K -$41.4K -4,150 -72%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$15K -$2.75K -276 -14%
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
$13K – – –
TRSOTSOK
54
Teachers Retirement System of the State of Kentucky
Kentucky
$11K – – –
RA
55
Rise Advisors
New York
$8.06K +$8.72K +875 New
ST
56
Sageworth Trust
Pennsylvania
$8K -$140 -14 -2%
EVM
57
Eaton Vance Management
Massachusetts
$6K – – –
MOACM
58
Mutual of America Capital Management
New York
$5K – – –
ATC
59
Adirondack Trust Company
New York
$4K +$4.04K +405 New
Lazard Asset Management
60
Lazard Asset Management
New York
$4K +$5.03K +504 New
Canada Life
61
Canada Life
Manitoba, Canada
$3K – – –
Osaic Holdings
62
Osaic Holdings
Arizona
$3K – – –
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$2K -$2.58K -259 -49%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$2K -$110 -11 -4%
VCM
65
Versant Capital Management
Arizona
$2K – – –
US Bancorp
66
US Bancorp
Minnesota
$1K -$977 -98 -60%
Citigroup
67
Citigroup
New York
$1K – – –
FPS
68
Fieldpoint Private Securities
Connecticut
$1K – – –
IRC
69
Investors Research Corp
Georgia
$1K – – –
PP
70
PFS Partners
New Jersey
$829 +$897 +90 New
GPCM
71
Granite Point Capital Management
Massachusetts
– -$1.78M -200,100 Closed
ACB
72
Aristotle Capital Boston
Massachusetts
– -$1.34M -150,661 Closed
SEI Investments
73
SEI Investments
Pennsylvania
– -$328K -38,187 Closed
PCC
74
Perry Creek Capital
New York
– -$227K -25,548 Closed
CCM
75
Corsair Capital Management
New York
– -$213K -23,947 Closed
1 2
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BMTX Hedge Fund Activity: Q4 2021 in Review

77 of the 6,499 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.