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Betterware México

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.

New
Increased
Maintained
Reduced
Closed

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: 2630 (+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: 11 (0)

11% less capital invested

Capital invested by funds: $76.6M → $67.9M (-$8.7M)

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
11
Reduced
9
Closed
4
Calls
$308K
Puts
$265K
Net Calls
+$43K
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
1
MMBG Investment Advisors
Florida
$57.7M -$285K -19,500 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$3.56M +$2.83M +193,928 +316%
State Street
3
State Street
Massachusetts
$1.06M +$72.5K +4,968 +7%
SC
4
Sagil Capital
United Kingdom
$1.03M +$292K +20,000 +37%
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$938K +$258K +17,683 +36%
Renaissance Technologies
6
Renaissance Technologies
New York
$599K -$2.92K -200 -0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$522K +$64.7K +4,428 +13%
CAMG
8
CWA Asset Management Group
Florida
$467K +$489K +33,485 New
Squarepoint
9
Squarepoint
New York
$443K +$154K +10,570 +50%
DADC
10
D.A. Davidson & Co
Montana
$406K +$425K +29,120 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$374K -$8.85K -606 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$232K +$114K +7,830 +89%
Millennium Management
13
Millennium Management
New York
$194K -$461K -31,599 -69%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$151K -$334K -22,883 -68%
Lazard Asset Management
15
Lazard Asset Management
New York
$125K +$111K +7,623 +547%
UBS Group
16
UBS Group
Switzerland
$31.2K +$30.6K +2,099 +1,510%
BlackRock
17
BlackRock
New York
$12.9K
BTI
18
Blue Trust Inc
Georgia
$11K +$9.94K +681 New
W
19
WealthCollab
Washington
$8.98K +$9.4K +644 New
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$6.97K +$5.39K +369 +282%
Bank of America
21
Bank of America
North Carolina
$6.33K +$6.41K +439 +2,927%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.38K -$77.1K -5,282 -93%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5K -$1.43K -98 -20%
GWM
24
Geneos Wealth Management
Colorado
$4.18K
TRCT
25
Tower Research Capital (TRC)
New York
$1.98K -$8.09K -554 -80%

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.