BM Technologies, Inc.
BMTX
BMTX was delisted on the 31st of January, 2025.
62 hedge funds and large institutions have $24.8M invested in BM Technologies, Inc. in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 25 reducing their positions, and 8 closing their positions.
214% more call options, than puts
Call options by funds: $773K | Put options by funds: $246K
7% less funds holding
Funds holding: 67 → 62 (-5)
40% less capital invested
Capital invested by funds: $41M → $24.8M (-$16.2M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
72% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$112K |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$95.9K |
| 3 |
Millennium Management
New York
|
+$81.9K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$70K |
| 5 |
CG
Cutler Group
San Francisco,
California
|
+$50.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forager Funds Management
Sydney,
Australia
|
-$1.61M |
| 2 |
JP Morgan Chase
New York
|
-$481K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$477K |
| 4 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$471K |
| 5 |
MA
MYDA Advisors
Woodmere,
New York
|
-$457K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $1K | -$7K | -1,000 | -87% |
|
|
IRC
52
Investors Research Corp
Atlanta,
Georgia
| $1K | – | – | – |
|
|
VCM
53
Versant Capital Management
Phoenix,
Arizona
| $1K | – | – | – |
|
|
PP
54
PFS Partners
Mine Hill,
New Jersey
| $531 | – | – | – |
|
|
55
JP Morgan Chase
New York
| – | -$481K | -56,283 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$103K | -14,726 | Closed |
|
|
AWA
57
Arete Wealth Advisors
Chicago,
Illinois
| – | -$477K | -10,652 | Closed |
|
58
Lazard Asset Management
New York
| – | -$3K | -386 | Closed |
|
59
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$707 | -101 | -62% |
|
|
FPS
60
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$693 | -99 | -77% |
|
61
Bank of America
Charlotte,
North Carolina
| – | -$455 | -65 | -77% |
|
62
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$133 | -19 | -83% |
|
|
MAM
63
Meeder Asset Management
Dublin,
Ohio
| – | -$21 | -3 | -12% |
|
|
FGAM
64
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$7 | +1 | New |
|
BMTX Hedge Fund Activity: Q2 2022 in Review
62 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q2 2022, worth a combined $24.8M — down 40% from $41M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BMTX and 4 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 7 added.
The largest buyer was Anchor Capital Advisors, adding an estimated $112K. The largest seller was Forager Funds Management, cutting an estimated $1.61M.
- 62 institutional investors held BM Technologies, Inc. (BMTX) as of Q2 2022, down from 67 in Q1 2022.
- Funds reported $24.8M of BM Technologies, Inc. stock for Q2 2022, down 40% quarter-over-quarter.
- 4 funds opened new BM Technologies, Inc. positions in Q2 2022 and 8 closed out, a net change of -4 holders.
- The largest BM Technologies, Inc. buyer in Q2 2022 was Anchor Capital Advisors, an estimated $112K added.
- The largest BM Technologies, Inc. seller in Q2 2022 was Forager Funds Management, an estimated $1.61M sold.
Based on aggregated 13F filings for Q2 2022.