BM Technologies, Inc.
BMTX
BMTX was delisted on the 31st of January, 2025.
52 hedge funds and large institutions have $9.1M invested in BM Technologies, Inc. in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 5 closing their positions.
284% more call options, than puts
Call options by funds: $73K | Put options by funds: $19K
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
13% more funds holding
Funds holding: 46 → 52 (+6)
15% less capital invested
Capital invested by funds: $10.7M → $9.1M (-$1.62M)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$184K |
| 2 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$106K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$89.3K |
| 4 |
Renaissance Technologies
New York
|
+$56K |
| 5 |
JAMONY
Jacob Asset Management of New York
Hermosa Beach,
California
|
+$45.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$279K |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$244K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$39.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$19.5K |
| 5 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$18.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MHR
51
Matthew Hamilton Rosenberg
| $3 | +$3 | +1 | New |
|
|
ACA
52
Anchor Capital Advisors
Boston,
Massachusetts
| – | -$244K | -69,305 | Closed |
|
53
Simplex Trading
Chicago,
Illinois
| – | -$7.39K | -2,440 | Closed |
|
|
ST
54
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$3.14K | -891 | Closed |
|
|
RA
55
Rise Advisors
Rochester,
New York
| – | -$3.08K | -875 | Closed |
|
|
STCOSD
56
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$35 | -10 | Closed |
|
|
C
57
Covestor
London,
United Kingdom
| – | +$176 | +58 | New |
|
BMTX Hedge Fund Activity: Q2 2023 in Review
52 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q2 2023, worth a combined $9.1M — down 15% from $10.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BMTX positions and 5 closed out — a net gain of 6 holders — while 6 added to existing stakes and 13 trimmed.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $184K. The largest seller was Dimensional Fund Advisors, cutting an estimated $279K.
- 52 institutional investors held BM Technologies, Inc. (BMTX) as of Q2 2023, up from 46 in Q1 2023.
- Funds reported $9.1M of BM Technologies, Inc. stock for Q2 2023, down 15% quarter-over-quarter.
- 11 funds opened new BM Technologies, Inc. positions in Q2 2023 and 5 closed out, a net change of +6 holders.
- The largest BM Technologies, Inc. buyer in Q2 2023 was Kennedy Capital Management, an estimated $184K added.
- The largest BM Technologies, Inc. seller in Q2 2023 was Dimensional Fund Advisors, an estimated $279K sold.
Based on aggregated 13F filings for Q2 2023.