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BMTX

BM Technologies, Inc.

Delisted

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

25 hedge funds and large institutions have $23.2M invested in BM Technologies, Inc. in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

56% more funds holding

Funds holding: 1625 (+9)

5% less capital invested

Capital invested by funds: $24.3M → $23.2M (-$1.09M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
2
Reduced
3
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1
Magnetar Financial
Illinois
$4.83M -$1.76M -155,807 -31%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.7M +$2.98M +263,370 New
AAM
3
ACK Asset Management
Connecticut
$2.87M +$2.77M +245,000 New
1CM
4
1492 Capital Management
Wisconsin
$2.83M +$2.28M +201,327 New
GPCM
5
Granite Point Capital Management
Massachusetts
$2.15M +$1.73M +153,066 New
MA
6
MYDA Advisors
New York
$1.4M +$1.13M +100,000 New
Bank of America
7
Bank of America
North Carolina
$1.07M +$859K +75,880 New
HF
8
HRT Financial
New York
$819K +$3.06K +270 +0.5%
PP
9
Prospector Partners
Connecticut
$616K +$497K +43,900 New
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$508K
MAG
11
Millrace Asset Group
Pennsylvania
$426K +$344K +30,358 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$363K +$293K +25,905 New
Nordea Investment Management
13
Nordea Investment Management
Sweden
$321K +$260K +22,943 New
Ameriprise
14
Ameriprise
Minnesota
$284K +$228K +20,177 New
PPA
15
Parametric Portfolio Associates
Washington
$213K +$172K +15,159 New
Morgan Stanley
16
Morgan Stanley
New York
$162K +$128K +11,343 +5,672%
KCM
17
Kennedy Capital Management
Missouri
$147K +$119K +10,500 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$144K +$116K +10,265 New
KBC Group
19
KBC Group
Belgium
$114K +$18.4K +1,630 New
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$97K +$78.5K +6,938 New
Barclays
21
Barclays
United Kingdom
$38K -$356K -31,451 -92%
Deutsche Bank
22
Deutsche Bank
Germany
$38K +$30.6K +2,705 New
TRSOTSOK
23
Teachers Retirement System of the State of Kentucky
Kentucky
$15K +$13.4K +1,180 New
UBS Group
24
UBS Group
Switzerland
$11K -$29.3K -2,586 -76%
Lazard Asset Management
25
Lazard Asset Management
New York
$6K +$5.07K +448 New

BMTX Hedge Fund Activity: Q4 2020 in Review

25 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q4 2020, worth a combined $23.2M — down 4.5% from $24.3M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BMTX positions and 10 closed out — a net gain of 9 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $2.98M. The largest seller was Mizuho Securities USA, exiting entirely with an estimated $6.6M sold.

  • 25 institutional investors held BM Technologies, Inc. (BMTX) as of Q4 2020, up from 16 in Q3 2020.
  • Funds reported $23.2M of BM Technologies, Inc. stock for Q4 2020, down 4.5% quarter-over-quarter.
  • 19 funds opened new BM Technologies, Inc. positions in Q4 2020 and 10 closed out, a net change of +9 holders.
  • The largest BM Technologies, Inc. buyer in Q4 2020 was Dimensional Fund Advisors, an estimated $2.98M added.
  • The largest BM Technologies, Inc. seller in Q4 2020 was Mizuho Securities USA, an estimated $6.6M sold.

Based on aggregated 13F filings for Q4 2020.