BM Technologies, Inc.
BMTX
BMTX was delisted on the 31st of January, 2025.
59 hedge funds and large institutions have $25M invested in BM Technologies, Inc. in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 9 closing their positions.
13,250% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $8K
1% more capital invested
Capital invested by funds: $24.8M → $25M (+$195K)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
5% less funds holding
Funds holding: 62 → 59 (-3)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$92.3K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$91.4K |
| 3 |
BlackRock
New York
|
+$89.6K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$65.2K |
| 5 |
JAMONY
Jacob Asset Management of New York
Hermosa Beach,
California
|
+$61.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forager Funds Management
Sydney,
Australia
|
-$1.02M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$821K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$347K |
| 4 |
PP
Prospector Partners
Guilford,
Connecticut
|
-$289K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRC
51
Investors Research Corp
Atlanta,
Georgia
| $1K | – | – | – |
|
|
PP
52
PFS Partners
Mine Hill,
New Jersey
| $603 | – | – | – |
|
|
FGAM
53
Financial Gravity Asset Management
Lakeway,
Texas
| $361 | +$855 | +139 | +13,900% |
|
|
FFM
54
Forager Funds Management
Sydney,
Australia
| – | -$1.02M | -173,800 | Closed |
|
|
55
Hotchkis & Wiley Capital Management
Los Angeles,
California
| – | -$821K | -139,361 | Closed |
|
|
PP
56
Prospector Partners
Guilford,
Connecticut
| – | -$289K | -49,100 | Closed |
|
|
57
Marshall Wace
London,
United Kingdom
| – | -$204K | -34,814 | Closed |
|
58
Ameriprise
Minneapolis,
Minnesota
| – | -$113K | -19,202 | Closed |
|
59
Millennium Management
New York
| – | -$69K | -11,706 | Closed |
|
60
Stifel Financial
St. Louis,
Missouri
| – | -$59K | -10,000 | Closed |
|
|
VCM
61
Versant Capital Management
Phoenix,
Arizona
| – | -$1K | -97 | Closed |
|
|
MAM
62
Meeder Asset Management
Dublin,
Ohio
| – | -$111 | -18 | -78% |
|
63
Bank of America
Charlotte,
North Carolina
| – | +$6 | +1 | +5% |
|
|
WFA
64
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| – | +$62 | +10 | New |
|
BMTX Hedge Fund Activity: Q3 2022 in Review
59 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q3 2022, worth a combined $25M — up 0.79% from $24.8M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BMTX and 7 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 12 added.
The largest buyer was Perritt Capital Management, opening a new position worth an estimated $92.3K. The largest seller was Forager Funds Management, exiting entirely with an estimated $1.02M sold.
- 59 institutional investors held BM Technologies, Inc. (BMTX) as of Q3 2022, down from 62 in Q2 2022.
- Funds reported $25M of BM Technologies, Inc. stock for Q3 2022, up 0.79% quarter-over-quarter.
- 7 funds opened new BM Technologies, Inc. positions in Q3 2022 and 9 closed out, a net change of -2 holders.
- The largest BM Technologies, Inc. buyer in Q3 2022 was Perritt Capital Management, an estimated $92.3K added.
- The largest BM Technologies, Inc. seller in Q3 2022 was Forager Funds Management, an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2022.