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Betterware México

36 hedge funds and large institutions have $52.9M invested in Betterware México in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 12.76%12.68% (-0.08%)

5% less call options, than puts

Call options by funds: $42K | Put options by funds: $44K

5% less funds holding

Funds holding: 3836 (-2)

12% less capital invested

Capital invested by funds: $60.4M → $52.9M (-$7.49M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
17
Closed
6
Calls
$42K
Puts
$44K
Net Calls
-$2K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
1
MMBG Investment Advisors
Florida
$45.7M +$339K +27,670 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$1.27M -$749K -61,129 -35%
State Street
3
State Street
Massachusetts
$840K -$19.6K -1,602 -2%
Millennium Management
4
Millennium Management
New York
$578K +$65K +5,301 +11%
CAMG
5
CWA Asset Management Group
Florida
$569K -$362K -29,505 -37%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$555K +$608K +49,600 New
Renaissance Technologies
7
Renaissance Technologies
New York
$454K -$29.4K -2,400 -6%
CC
8
Commons Capital
Massachusetts
$430K +$471K +38,468 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$369K
Invesco
10
Invesco
Georgia
$239K -$1.45K -118 -0.5%
UBS Group
11
UBS Group
Switzerland
$231K +$236K +19,289 +1,426%
Stifel Financial
12
Stifel Financial
Missouri
$178K -$576 -47 -0.3%
PCP
13
Proficio Capital Partners
Massachusetts
$175K +$49K +4,000 +34%
SIM
14
Sandia Investment Management
Massachusetts
$175K +$49K +4,000 +34%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$174K -$26.4K -2,154 -12%
BlackRock
16
BlackRock
New York
$166K +$6.76K +552 +4%
VA
17
Vident Advisory
Georgia
$155K +$26.1K +2,126 +18%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$126K -$165K -13,432 -54%
CIM
19
Confluence Investment Management
Missouri
$124K
Citadel Advisors
20
Citadel Advisors
Florida
$121K +$19.1K +1,562 +17%
Lazard Asset Management
21
Lazard Asset Management
New York
$104K -$238K -19,388 -67%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$41K -$223K -18,227 -83%
Citigroup
23
Citigroup
New York
$28K -$9.86K -805 -24%
Osaic Holdings
24
Osaic Holdings
Arizona
$26.6K -$7.52K -614 -20%
BTI
25
Blue Trust Inc
Georgia
$10.8K -$19.3K -1,578 -62%

BWMX Hedge Fund Activity: Q4 2024 in Review

36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Betterware México (BWMX) for Q4 2024, worth a combined $52.9M — down 12% from $60.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BWMX and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 9 added.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $608K. The largest seller was Morgan Stanley, cutting an estimated $749K.

  • 36 institutional investors held Betterware México (BWMX) as of Q4 2024, down from 38 in Q3 2024.
  • Funds reported $52.9M of Betterware México stock for Q4 2024, down 12% quarter-over-quarter.
  • 5 funds opened new Betterware México positions in Q4 2024 and 6 closed out, a net change of -1 holder.
  • The largest Betterware México buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $608K added.
  • The largest Betterware México seller in Q4 2024 was Morgan Stanley, an estimated $749K sold.

Based on aggregated 13F filings for Q4 2024.