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BMTX

BM Technologies, Inc.

Delisted

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

86 hedge funds and large institutions have $47.9M invested in BM Technologies, Inc. in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

871% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 7

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

244% more funds holding

Funds holding: 2586 (+61)

107% more capital invested

Capital invested by funds: $23.2M → $47.9M (+$24.7M)

Holders
86
Holders Change
+61
Holders Change %
+244%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
68
Increased
12
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.04M +$7.02M +518,020 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4.28M +$1.4M +103,352 +39%
1CM
3
1492 Capital Management
Wisconsin
$3.56M +$1.41M +103,796 +52%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$2.54M +$886K +65,350 New
KCM
5
Kennedy Capital Management
Missouri
$2.53M +$2.81M +206,977 +1,971%
MA
6
MYDA Advisors
New York
$2.44M +$1.49M +109,714 +110%
State Street
7
State Street
Massachusetts
$2.1M +$2.44M +180,166 New
ACB
8
Aristotle Capital Boston
Massachusetts
$2.03M +$2.37M +174,452 New
PCM
9
Portolan Capital Management
Massachusetts
$1.92M +$2.23M +164,456 New
GPCM
10
Granite Point Capital Management
Massachusetts
$1.78M
ACA
11
Anchor Capital Advisors
Massachusetts
$1.59M +$1.85M +136,776 New
AFG
12
American Financial Group
Ohio
$1.19M +$1.39M +102,525 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.02M +$1.19M +87,587 New
Bank of America
14
Bank of America
North Carolina
$996K +$130K +9,584 +13%
N
15
Nuveen
North Carolina
$889K +$1.03M +76,287 New
NM
16
Newtyn Management
New York
$861K +$1.25M +92,334 New
Wells Fargo
17
Wells Fargo
California
$814K +$947K +69,846 New
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$725K +$844K +62,231 New
BCM
19
Bridgeway Capital Management
Texas
$699K +$814K +60,000 New
PCC
20
Perry Creek Capital
New York
$692K +$806K +59,408 New
Prudential Financial
21
Prudential Financial
New Jersey
$653K +$824K +60,734 New
FP
22
Foundry Partners
Minnesota
$594K +$691K +50,945 New
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$543K +$139K +10,269 +28%
PP
24
Prospector Partners
Connecticut
$511K
Charles Schwab
25
Charles Schwab
California
$450K +$588K +43,364 New

BMTX Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q1 2021, worth a combined $47.9M — up 107% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new BMTX positions and 7 closed out — a net gain of 61 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $7.02M. The largest seller was Magnetar Financial, exiting entirely with an estimated $4.83M sold.

  • 86 institutional investors held BM Technologies, Inc. (BMTX) as of Q1 2021, up from 25 in Q4 2020.
  • Funds reported $47.9M of BM Technologies, Inc. stock for Q1 2021, up 107% quarter-over-quarter.
  • 68 funds opened new BM Technologies, Inc. positions in Q1 2021 and 7 closed out, a net change of +61 holders.
  • The largest BM Technologies, Inc. buyer in Q1 2021 was Vanguard Group, an estimated $7.02M added.
  • The largest BM Technologies, Inc. seller in Q1 2021 was Magnetar Financial, an estimated $4.83M sold.

Based on aggregated 13F filings for Q1 2021.