BM Technologies, Inc.
BMTX
BMTX was delisted on the 31st of January, 2025.
46 hedge funds and large institutions have $5.74M invested in BM Technologies, Inc. in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.
205% more call options, than puts
Call options by funds: $278K | Put options by funds: $91K
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
4% more capital invested
Capital invested by funds: $5.52M → $5.74M (+$218K)
6% less funds holding
Funds holding: 49 → 46 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$480K |
| 2 |
Group One Trading
Chicago,
Illinois
|
+$137K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$120K |
| 4 |
Belvedere Trading
Chicago,
Illinois
|
+$96.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$40.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$125K |
| 2 |
CCM
Cox Capital Management
Andover,
Massachusetts
|
-$37.3K |
| 3 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$36K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$30.7K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$27.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$8 | -4 | Closed |
|
|
C
52
Covestor
London,
United Kingdom
| – | +$34 | +13 | +22% |
|
BMTX Hedge Fund Activity: Q4 2023 in Review
46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q4 2023, worth a combined $5.74M — up 4% from $5.52M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BMTX and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 14 added.
The largest buyer was Pacific Ridge Capital Partners, adding an estimated $480K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $125K sold.
- 46 institutional investors held BM Technologies, Inc. (BMTX) as of Q4 2023, down from 49 in Q3 2023.
- Funds reported $5.74M of BM Technologies, Inc. stock for Q4 2023, up 4% quarter-over-quarter.
- 4 funds opened new BM Technologies, Inc. positions in Q4 2023 and 6 closed out, a net change of -2 holders.
- The largest BM Technologies, Inc. buyer in Q4 2023 was Pacific Ridge Capital Partners, an estimated $480K added.
- The largest BM Technologies, Inc. seller in Q4 2023 was Kennedy Capital Management, an estimated $125K sold.
Based on aggregated 13F filings for Q4 2023.