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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 $51.3M invested in BM Technologies, Inc. in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

7% more capital invested

Capital invested by funds: $47.9M → $51.3M (+$3.4M)

1% less funds holding

Funds holding: 8685 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.44M -$104 -9 -0%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4.52M -$123K -10,600 -3%
KCM
3
Kennedy Capital Management
Missouri
$4.06M +$1.26M +109,057 +50%
1CM
4
1492 Capital Management
Wisconsin
$3.81M +$9.47K +819 +0.3%
GPCM
5
Granite Point Capital Management
Massachusetts
$2.49M +$544K +47,034 +31%
State Street
6
State Street
Massachusetts
$2.44M +$187K +16,159 +9%
MA
7
MYDA Advisors
New York
$2.36M -$232K -20,064 -10%
ACB
8
Aristotle Capital Boston
Massachusetts
$2.09M -$77K -6,661 -4%
ACA
9
Anchor Capital Advisors
Massachusetts
$1.75M +$43.1K +3,725 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.2M +$104K +8,986 +10%
Bank of America
11
Bank of America
North Carolina
$1.01M -$44.5K -3,847 -5%
NM
12
Newtyn Management
New York
$989K
N
13
Nuveen
North Carolina
$949K
HIIFS
14
Harel Insurance Investments & Financial Services
Israel
$939K -$488K -42,200 -65%
LSV Asset Management
15
LSV Asset Management
Illinois
$924K +$859K +74,284 New
Wells Fargo
16
Wells Fargo
California
$871K +$2.04K +176 +0.3%
JAMONY
17
Jacob Asset Management of New York
California
$871K +$810K +70,000 New
Northern Trust
18
Northern Trust
Illinois
$842K +$489K +42,245 +166%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$774K
BCM
20
Bridgeway Capital Management
Texas
$746K
PCC
21
Perry Creek Capital
New York
$739K
AFG
22
American Financial Group
Ohio
$638K -$593K -51,263 -50%
B
23
Barings
North Carolina
$638K +$593K +51,263 New
FP
24
Foundry Partners
Minnesota
$634K
PP
25
Prospector Partners
Connecticut
$611K +$60.1K +5,200 +12%

BMTX Hedge Fund Activity: Q2 2021 in Review

85 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q2 2021, worth a combined $51.3M — up 7.1% from $47.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BMTX and 9 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 22 added.

The largest buyer was Kennedy Capital Management, adding an estimated $1.26M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $1.92M sold.

  • 85 institutional investors held BM Technologies, Inc. (BMTX) as of Q2 2021, down from 86 in Q1 2021.
  • Funds reported $51.3M of BM Technologies, Inc. stock for Q2 2021, up 7.1% quarter-over-quarter.
  • 9 funds opened new BM Technologies, Inc. positions in Q2 2021 and 10 closed out, a net change of -1 holder.
  • The largest BM Technologies, Inc. buyer in Q2 2021 was Kennedy Capital Management, an estimated $1.26M added.
  • The largest BM Technologies, Inc. seller in Q2 2021 was Portolan Capital Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q2 2021.