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Betterware México

38 hedge funds and large institutions have $60.4M invested in Betterware México in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more funds holding

Funds holding: 3838 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 12.86%12.76% (-0.1%)

14% less capital invested

Capital invested by funds: $70.1M → $60.4M (-$9.72M)

95% less call options, than puts

Call options by funds: $9K | Put options by funds: $185K

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
12
Reduced
11
Closed
8
Calls
$9K
Puts
$185K
Net Calls
-$176K
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$17.2K -$64.3K -4,587 -77%
Bank of America
27
Bank of America
North Carolina
$11.5K +$12.7K +904 New
TRCT
28
Tower Research Capital (TRC)
New York
$9.66K -$33.6K -2,397 -76%
W
29
WealthCollab
Washington
$8.17K
EWA
30
EverSource Wealth Advisors
Alabama
$6.04K +$729 +52 +12%
NA
31
NewEdge Advisors
Louisiana
$5.87K -$1.35K -96 -17%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$5K -$463 -33 -8%
GWP
33
Gen-Wealth Partners
Michigan
$3.21K
GWM
34
Geneos Wealth Management
Colorado
$2.54K
FFA
35
Frazier Financial Advisors
Ohio
$1.9K -$687 -49 -25%
SIS
36
Sound Income Strategies
Florida
$85
Fidelity Investments
37
Fidelity Investments
Massachusetts
$76 +$84 +6 New
FFA
38
Farther Finance Advisors
California
$25 +$28 +2 New
SC
39
Sagil Capital
United Kingdom
-$579K -39,661 Closed
DADC
40
D.A. Davidson & Co
Montana
-$349K -23,920 Closed
QC
41
Quadrature Capital
United Kingdom
-$211K -14,342 Closed
CG
42
Caprock Group
Idaho
-$169K -11,570 Closed
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
-$78.7K -5,389 Closed
Simplex Trading
44
Simplex Trading
Illinois
-$7K -485 Closed
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.07K -210 Closed
GI
46
GAMMA Investing
California
-$190 -13 Closed

BWMX Hedge Fund Activity: Q3 2024 in Review

38 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Betterware México (BWMX) for Q3 2024, worth a combined $60.4M — down 14% from $70.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BWMX positions and 8 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $248K. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $703K.

  • 38 institutional investors held Betterware México (BWMX) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $60.4M of Betterware México stock for Q3 2024, down 14% quarter-over-quarter.
  • 9 funds opened new Betterware México positions in Q3 2024 and 8 closed out, a net change of +1 holder.
  • The largest Betterware México buyer in Q3 2024 was Susquehanna International Group, an estimated $248K added.
  • The largest Betterware México seller in Q3 2024 was O'Shaughnessy Asset Management, an estimated $703K sold.

Based on aggregated 13F filings for Q3 2024.