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Betterware México

22 hedge funds and large institutions have $50.4M invested in Betterware México in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

57% more funds holding

Funds holding: 1422 (+8)

50% more capital invested

Capital invested by funds: $33.7M → $50.4M (+$16.8M)

0.92% more ownership

Funds ownership: 2.86%3.78% (+0.92%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
22
Holders Change
+8
Holders Change %
+57.14%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
OLP Capital Management
Hong Kong
$21.7M +$12.7M +326,317 +140%
SCP
2
Steamboat Capital Partners
New York
$9.5M +$1.44M +37,053 +18%
Morgan Stanley
3
Morgan Stanley
New York
$3.52M -$2.83M -72,927 -45%
EGI
4
EAM Global Investors
California
$3.01M -$581K -14,943 -16%
ACA
5
Apis Capital Advisors
New York
$2.6M -$1.28M -33,000 -33%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.69M -$550K -14,140 -24%
EI
7
EAM Investors
California
$1.32M -$261K -6,719 -16%
BFM
8
Boothbay Fund Management
New York
$911K +$213K +5,467 +30%
DC
9
Diametric Capital
Massachusetts
$900K +$903K +23,239 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$713K +$30K +773 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$623K +$625K +16,073 New
PCM
12
Prelude Capital Management
New York
$591K +$593K +15,249 New
SBH
13
Segall Bryant & Hamill
Illinois
$589K +$591K +15,210 New
HJIM
14
Henry James International Management
New York
$543K +$545K +14,033 New
AC
15
Apogem Capital
New York
$540K +$53.2K +1,369 +11%
Invesco
16
Invesco
Georgia
$458K +$460K +11,828 New
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$431K +$432K +11,124 New
APP
18
Alpha Paradigm Partners
Illinois
$380K +$382K +9,822 New
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$276K +$276K +7,105 New
PCM
20
Penserra Capital Management
California
$78K -$153K -3,928 -66%
Lazard Asset Management
21
Lazard Asset Management
New York
$46K +$47K +1,210 New
TRCT
22
Tower Research Capital (TRC)
New York
$28K +$28.2K +726 New
Marshall Wace
23
Marshall Wace
United Kingdom
-$977K -28,609 Closed
SC
24
Sagil Capital
United Kingdom
-$209K -6,112 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$3K -78 Closed

BWMX Hedge Fund Activity: Q1 2021 in Review

22 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Betterware México (BWMX) for Q1 2021, worth a combined $50.4M — up 50% from $33.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BWMX positions and 3 closed out — a net gain of 8 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was OLP Capital Management, adding an estimated $12.7M. The largest seller was Morgan Stanley, cutting an estimated $2.83M.

  • 22 institutional investors held Betterware México (BWMX) as of Q1 2021, up from 14 in Q4 2020.
  • Funds reported $50.4M of Betterware México stock for Q1 2021, up 50% quarter-over-quarter.
  • 11 funds opened new Betterware México positions in Q1 2021 and 3 closed out, a net change of +8 holders.
  • The largest Betterware México buyer in Q1 2021 was OLP Capital Management, an estimated $12.7M added.
  • The largest Betterware México seller in Q1 2021 was Morgan Stanley, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2021.