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BMTX

BM Technologies, Inc.

Delisted

BMTX was delisted on the 31st of January, 2025.

85 hedge funds and large institutions have $42.3M invested in BM Technologies, Inc. in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $792K | Put options by funds: $255K

0% more funds holding

Funds holding: 8585 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

17% less capital invested

Capital invested by funds: $51.3M → $42.3M (-$8.94M)

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
20
Reduced
24
Closed
21
Calls
$792K
Puts
$255K
Net Calls
+$537K
Net Calls Change
+$537K
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
+$113 +11 New
PFBT
102
Parkside Financial Bank & Trust
Missouri
+$235 +23 New
TWA
103
TCI Wealth Advisors
Arizona
+$430 +42 New
QCG
104
Quadrant Capital Group
Ohio
+$450 +44 New
EVM
105
Eaton Vance Management
Massachusetts
+$4.43K +433 +178%

BMTX Hedge Fund Activity: Q3 2021 in Review

85 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q3 2021, worth a combined $42.3M — down 17% from $51.3M a quarter earlier.

Fund positioning in BMTX was balanced in Q3 2021: 21 funds opened new positions, 21 closed out, 20 added to existing stakes and 24 trimmed.

The largest buyer was Pacific Ridge Capital Partners, opening a new position worth an estimated $3.9M. The largest seller was Newtyn Management, exiting entirely with an estimated $989K sold.

  • 85 institutional investors held BM Technologies, Inc. (BMTX) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $42.3M of BM Technologies, Inc. stock for Q3 2021, down 17% quarter-over-quarter.
  • 21 funds opened new BM Technologies, Inc. positions in Q3 2021 and 21 closed out, a net change of 0 holders.
  • The largest BM Technologies, Inc. buyer in Q3 2021 was Pacific Ridge Capital Partners, an estimated $3.9M added.
  • The largest BM Technologies, Inc. seller in Q3 2021 was Newtyn Management, an estimated $989K sold.

Based on aggregated 13F filings for Q3 2021.