BM Technologies, Inc.
BMTX
BMTX was delisted on the 31st of January, 2025.
49 hedge funds and large institutions have $5.52M invested in BM Technologies, Inc. in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.
6% less funds holding
Funds holding: 52 → 49 (-3)
39% less capital invested
Capital invested by funds: $9.1M → $5.52M (-$3.58M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cox Capital Management
Andover,
Massachusetts
|
+$45.7K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$34K |
| 3 |
Renaissance Technologies
New York
|
+$14K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$6.2K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$793K |
| 2 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$576K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$238K |
| 4 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$66K |
| 5 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$55.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Parallel Advisors
San Francisco,
California
| – | -$456 | -153 | Closed |
|
|
RI
52
Ridgewood Investments
Springfield,
New Jersey
| – | -$456 | -153 | Closed |
|
53
Citadel Advisors
Miami,
Florida
| – | -$21 | -7 | Closed |
|
BMTX Hedge Fund Activity: Q3 2023 in Review
49 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q3 2023, worth a combined $5.52M — down 39% from $9.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BMTX and 3 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 7 added.
The largest buyer was Cox Capital Management, opening a new position worth an estimated $45.7K. The largest seller was Vanguard Group, cutting an estimated $793K.
- 49 institutional investors held BM Technologies, Inc. (BMTX) as of Q3 2023, down from 52 in Q2 2023.
- Funds reported $5.52M of BM Technologies, Inc. stock for Q3 2023, down 39% quarter-over-quarter.
- 3 funds opened new BM Technologies, Inc. positions in Q3 2023 and 5 closed out, a net change of -2 holders.
- The largest BM Technologies, Inc. buyer in Q3 2023 was Cox Capital Management, an estimated $45.7K added.
- The largest BM Technologies, Inc. seller in Q3 2023 was Vanguard Group, an estimated $793K sold.
Based on aggregated 13F filings for Q3 2023.