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BMTX

BM Technologies, Inc.

Delisted

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

67 hedge funds and large institutions have $41M invested in BM Technologies, Inc. in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,045% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $592K

7% less capital invested

Capital invested by funds: $44.1M → $41M (-$3.12M)

13% less funds holding

Funds holding: 7767 (-10)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
67
Holders Change
-10
Holders Change %
-12.99%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
25
Closed
14
Calls
$6.78M
Puts
$592K
Net Calls
+$6.18M
Net Calls Change
-$5.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PRCP
1
Pacific Ridge Capital Partners
Oregon
$6.51M +$1.38M +149,386 +24%
TCM
2
Tieton Capital Management
Washington
$4.97M +$2.98M +321,758 +124%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.73M +$246K +26,534 +5%
KCM
4
Kennedy Capital Management
Missouri
$3.48M +$85.5K +9,222 +2%
FFM
5
Forager Funds Management
Australia
$3.45M
1CM
6
1492 Capital Management
Wisconsin
$2.93M +$54.6K +5,888 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.86M -$79.7K -8,597 -3%
ACA
8
Anchor Capital Advisors
Massachusetts
$1.34M +$295K +31,815 +25%
JAMONY
9
Jacob Asset Management of New York
California
$1.28M
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$1.07M +$509K +54,862 +77%
BlackRock
11
BlackRock
New York
$1.01M -$47K -5,073 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$923K -$96.2K -10,377 -9%
MA
13
MYDA Advisors
New York
$906K -$612K -66,000 -38%
BCM
14
Bridgeway Capital Management
Texas
$732K
Marshall Wace
15
Marshall Wace
United Kingdom
$518K -$211K -22,812 -27%
JP Morgan Chase
16
JP Morgan Chase
New York
$481K -$311K -33,502 -37%
AWA
17
Arete Wealth Advisors
Illinois
$477K +$547 +59 +0.6%
AFG
18
American Financial Group
Ohio
$438K
B
19
Barings
North Carolina
$438K
PP
20
Prospector Partners
Connecticut
$420K
State Street
21
State Street
Massachusetts
$240K +$9.58K +1,033 +4%
FWSM
22
First Wilshire Securities Management
California
$198K -$13.7K -1,474 -6%
Morgan Stanley
23
Morgan Stanley
New York
$196K -$132K -14,223 -38%
GC
24
Globeflex Capital
California
$186K +$202K +21,770 New
LSV Asset Management
25
LSV Asset Management
Illinois
$182K -$63.8K -6,877 -24%

BMTX Hedge Fund Activity: Q1 2022 in Review

67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q1 2022, worth a combined $41M — down 7.1% from $44.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BMTX and 4 opened new positions — a net loss of 10 holders — while 25 trimmed existing stakes and 15 added.

The largest buyer was Tieton Capital Management, adding an estimated $2.98M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $772K sold.

  • 67 institutional investors held BM Technologies, Inc. (BMTX) as of Q1 2022, down from 77 in Q4 2021.
  • Funds reported $41M of BM Technologies, Inc. stock for Q1 2022, down 7.1% quarter-over-quarter.
  • 4 funds opened new BM Technologies, Inc. positions in Q1 2022 and 14 closed out, a net change of -10 holders.
  • The largest BM Technologies, Inc. buyer in Q1 2022 was Tieton Capital Management, an estimated $2.98M added.
  • The largest BM Technologies, Inc. seller in Q1 2022 was Renaissance Technologies, an estimated $772K sold.

Based on aggregated 13F filings for Q1 2022.