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Betterware México

26 hedge funds and large institutions have $76.6M invested in Betterware México in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

105% more call options, than puts

Call options by funds: $547K | Put options by funds: $267K

63% more funds holding

Funds holding: 1626 (+10)

29% more capital invested

Capital invested by funds: $59.2M → $76.6M (+$17.4M)

0.51% more ownership

Funds ownership: 12.1%12.61% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
5
Reduced
5
Closed
2
Calls
$547K
Puts
$267K
Net Calls
+$280K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
1
MMBG Investment Advisors
Florida
$67.8M -$740K -49,186 -1%
State Street
2
State Street
Massachusetts
$1.16M +$29.5K +1,960 +3%
Morgan Stanley
3
Morgan Stanley
New York
$999K +$683K +45,371 +285%
SC
4
Sagil Capital
United Kingdom
$872K +$226K +15,048 +39%
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$808K +$747K +49,613 New
Millennium Management
6
Millennium Management
New York
$742K +$685K +45,542 New
Renaissance Technologies
7
Renaissance Technologies
New York
$704K
QC
8
Quadrature Capital
United Kingdom
$570K +$530K +35,221 New
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$548K +$510K +33,889 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$538K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$446K +$57.6K +3,830 +16%
CC
12
Commons Capital
Massachusetts
$427K
Squarepoint
13
Squarepoint
New York
$346K +$319K +21,212 New
DC
14
Diametric Capital
Massachusetts
$340K -$67.3K -4,471 -18%
Citadel Advisors
15
Citadel Advisors
Florida
$144K -$57.7K -3,834 -30%
Osaic Holdings
16
Osaic Holdings
Arizona
$92.3K +$85.3K +5,668 New
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.4K +$34.6K +2,297 New
Lazard Asset Management
18
Lazard Asset Management
New York
$22K -$23.3K -1,551 -53%
BlackRock
19
BlackRock
New York
$15.1K +$14K +928 New
TRCT
20
Tower Research Capital (TRC)
New York
$11.3K +$2.9K +193 +38%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8K
NA
22
NewEdge Advisors
Louisiana
$6.65K +$6.14K +408 New
GWM
23
Geneos Wealth Management
Colorado
$4.89K +$4.51K +300 New
UBS Group
24
UBS Group
Switzerland
$2.26K -$15 -1 -0.7%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$2.13K +$1.97K +131 New

BWMX Hedge Fund Activity: Q3 2023 in Review

26 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Betterware México (BWMX) for Q3 2023, worth a combined $76.6M — up 29% from $59.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BWMX positions and 2 closed out — a net gain of 10 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was O'Shaughnessy Asset Management, opening a new position worth an estimated $747K. The largest seller was MMBG Investment Advisors, cutting an estimated $740K.

  • 26 institutional investors held Betterware México (BWMX) as of Q3 2023, up from 16 in Q2 2023.
  • Funds reported $76.6M of Betterware México stock for Q3 2023, up 29% quarter-over-quarter.
  • 12 funds opened new Betterware México positions in Q3 2023 and 2 closed out, a net change of +10 holders.
  • The largest Betterware México buyer in Q3 2023 was O'Shaughnessy Asset Management, an estimated $747K added.
  • The largest Betterware México seller in Q3 2023 was MMBG Investment Advisors, an estimated $740K sold.

Based on aggregated 13F filings for Q3 2023.