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BMTX

BM Technologies, Inc.

Delisted

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

77 hedge funds and large institutions have $44.1M invested in BM Technologies, Inc. in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

938% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $1.2M

4% more capital invested

Capital invested by funds: $42.3M → $44.1M (+$1.82M)

9% less funds holding

Funds holding: 8577 (-8)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

60% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 25

Holders
77
Holders Change
-8
Holders Change %
-9.41%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
10
Reduced
25
Closed
22
Calls
$12.4M
Puts
$1.2M
Net Calls
+$11.3M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PRCP
1
Pacific Ridge Capital Partners
Oregon
$5.63M +$2.29M +230,095 +60%
FFM
2
Forager Funds Management
Australia
$5.11M +$4.02M +403,571 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.85M -$2.7M -270,423 -34%
KCM
4
Kennedy Capital Management
Missouri
$3.66M -$14.3K -1,436 -0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.11M -$57.5K -5,770 -2%
1CM
6
1492 Capital Management
Wisconsin
$3.1M +$9.77K +980 +0.3%
TCM
7
Tieton Capital Management
Washington
$2.39M +$2.59M +259,823 New
MA
8
MYDA Advisors
New York
$1.58M -$71.6K -7,180 -4%
JAMONY
9
Jacob Asset Management of New York
California
$1.38M +$399K +40,000 +36%
ACA
10
Anchor Capital Advisors
Massachusetts
$1.16M -$130K -13,085 -9%
BlackRock
11
BlackRock
New York
$1.14M -$217K -21,716 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.09M -$121K -12,144 -9%
JP Morgan Chase
13
JP Morgan Chase
New York
$827K -$9.8K -983 -1%
BCM
14
Bridgeway Capital Management
Texas
$789K
Renaissance Technologies
15
Renaissance Technologies
New York
$772K +$24.4K +2,445 +3%
Marshall Wace
16
Marshall Wace
United Kingdom
$769K -$72.2K -7,242 -8%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$652K +$85.4K +8,568 +14%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$643K +$697K +69,903 New
AWA
19
Arete Wealth Advisors
Illinois
$502K +$5.96K +598 +6%
AFG
20
American Financial Group
Ohio
$472K
B
21
Barings
North Carolina
$472K
PP
22
Prospector Partners
Connecticut
$452K
Morgan Stanley
23
Morgan Stanley
New York
$342K -$1.73K -173 -0.5%
Charles Schwab
24
Charles Schwab
California
$270K -$135K -13,582 -31%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$260K +$281K +28,200 New

BMTX Hedge Fund Activity: Q4 2021 in Review

77 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q4 2021, worth a combined $44.1M — up 4.3% from $42.3M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BMTX and 14 opened new positions — a net loss of 8 holders — while 25 trimmed existing stakes and 10 added.

The largest buyer was Tieton Capital Management, opening a new position worth an estimated $2.59M. The largest seller was Vanguard Group, cutting an estimated $2.7M.

  • 77 institutional investors held BM Technologies, Inc. (BMTX) as of Q4 2021, down from 85 in Q3 2021.
  • Funds reported $44.1M of BM Technologies, Inc. stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 14 funds opened new BM Technologies, Inc. positions in Q4 2021 and 22 closed out, a net change of -8 holders.
  • The largest BM Technologies, Inc. buyer in Q4 2021 was Tieton Capital Management, an estimated $2.59M added.
  • The largest BM Technologies, Inc. seller in Q4 2021 was Vanguard Group, an estimated $2.7M sold.

Based on aggregated 13F filings for Q4 2021.