Betterware México
BWMX
30 hedge funds and large institutions have $67.9M invested in Betterware México in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
16% more call options, than puts
Call options by funds: $308K | Put options by funds: $265K
15% more funds holding
Funds holding: 26 → 30 (+4)
0.45% more ownership
Funds ownership: 12.61% → 13.06% (+0.45%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $76.6M → $67.9M (-$8.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.83M |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$489K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$425K |
| 4 |
SC
Sagil Capital
London,
United Kingdom
|
+$292K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QC
Quadrature Capital
London,
United Kingdom
|
-$570K |
| 2 |
Millennium Management
New York
|
-$461K |
| 3 |
CC
Commons Capital
Needham,
Massachusetts
|
-$427K |
| 4 |
DC
Diametric Capital
Boston,
Massachusetts
|
-$340K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $1.91K | -$3.96K | -271 | -66% |
|
|
AT
27
Arlington Trust
Birmingham,
Alabama
| $1.45K | +$1.52K | +104 | New |
|
28
Simplex Trading
Chicago,
Illinois
| $1K | +$1.23K | +84 | New |
|
|
FFA
29
Frazier Financial Advisors
Columbus,
Ohio
| $809 | +$847 | +58 | New |
|
|
EWA
30
EverSource Wealth Advisors
Birmingham,
Alabama
| $753 | +$788 | +54 | New |
|
|
QC
31
Quadrature Capital
London,
United Kingdom
| – | -$570K | -35,221 | Closed |
|
|
CC
32
Commons Capital
Needham,
Massachusetts
| – | -$427K | -26,215 | Closed |
|
|
DC
33
Diametric Capital
Boston,
Massachusetts
| – | -$340K | -20,861 | Closed |
|
|
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$37.4K | -2,297 | Closed |
|
BWMX Hedge Fund Activity: Q4 2023 in Review
30 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Betterware México (BWMX) for Q4 2023, worth a combined $67.9M — down 11% from $76.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWMX positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.83M. The largest seller was Quadrature Capital, exiting entirely with an estimated $570K sold.
- 30 institutional investors held Betterware México (BWMX) as of Q4 2023, up from 26 in Q3 2023.
- Funds reported $67.9M of Betterware México stock for Q4 2023, down 11% quarter-over-quarter.
- 8 funds opened new Betterware México positions in Q4 2023 and 4 closed out, a net change of +4 holders.
- The largest Betterware México buyer in Q4 2023 was Morgan Stanley, an estimated $2.83M added.
- The largest Betterware México seller in Q4 2023 was Quadrature Capital, an estimated $570K sold.
Based on aggregated 13F filings for Q4 2023.