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Betterware México

27 hedge funds and large institutions have $64.9M invested in Betterware México in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% more ownership

Funds ownership: 4.38%4.98% (+0.61%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

19% less capital invested

Capital invested by funds: $80.1M → $64.9M (-$15.2M)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
7
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
OLP Capital Management
Hong Kong
$21.2M +$1.48M +35,809 +6%
ProShare Advisors
2
ProShare Advisors
Maryland
$16.7M +$19.3M +468,490 New
SCP
3
Steamboat Capital Partners
New York
$13.5M +$371K +8,991 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$2.49M -$6.46M -156,443 -69%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.75M +$29.4K +713 +1%
ACA
6
Apis Capital Advisors
New York
$1.25M -$1.36M -33,000 -49%
BFM
7
Boothbay Fund Management
New York
$1.16M -$33.4K -810 -2%
DC
8
Diametric Capital
Massachusetts
$1.02M -$245K -5,941 -17%
SBH
9
Segall Bryant & Hamill
Illinois
$846K
HJIM
10
Henry James International Management
New York
$837K +$392K +9,500 +68%
AC
11
Apogem Capital
New York
$757K +$24.4K +592 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$706K +$36K +871 +5%
PCM
13
Prelude Capital Management
New York
$623K -$170K -4,118 -19%
State Street
14
State Street
Massachusetts
$601K +$697K +16,888 New
Citadel Advisors
15
Citadel Advisors
Florida
$546K +$269K +6,506 +74%
Morgan Stanley
16
Morgan Stanley
New York
$424K -$23.4K -566 -5%
Millennium Management
17
Millennium Management
New York
$335K +$389K +9,417 New
PCM
18
Penserra Capital Management
California
$66K -$83.9K -2,033 -52%
Lazard Asset Management
19
Lazard Asset Management
New York
$39K -$3.67K -89 -7%
SIAP
20
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K +$41.3K +1,000 New
Osaic Holdings
21
Osaic Holdings
Arizona
$19K -$14K -340 -39%
OIA
22
Optimum Investment Advisors
Illinois
$18K
GAM
23
Gemmer Asset Management
California
$4K
S
24
SignatureFD
Georgia
$1K +$826 +20 New
EGI
25
EAM Global Investors
California
-$3.89M -77,783 Closed

BWMX Hedge Fund Activity: Q3 2021 in Review

27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Betterware México (BWMX) for Q3 2021, worth a combined $64.9M — down 19% from $80.1M a quarter earlier.

Fund positioning in BWMX was balanced in Q3 2021: 8 funds opened new positions, 8 closed out, 7 added to existing stakes and 9 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $19.3M. The largest seller was Victory Capital Management, cutting an estimated $6.46M.

  • 27 institutional investors held Betterware México (BWMX) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $64.9M of Betterware México stock for Q3 2021, down 19% quarter-over-quarter.
  • 8 funds opened new Betterware México positions in Q3 2021 and 8 closed out, a net change of 0 holders.
  • The largest Betterware México buyer in Q3 2021 was ProShare Advisors, an estimated $19.3M added.
  • The largest Betterware México seller in Q3 2021 was Victory Capital Management, an estimated $6.46M sold.

Based on aggregated 13F filings for Q3 2021.