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Funds Holding BWMX

On this page, we present all of the funds holding BWMX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BWMX, with a link to that fund's top holdings. The next columns indicate the amount of BWMX stock held by each of the funds holding BWMX, followed by the BWMX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 33 funds holding BWMX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Mmbg Investment Advisors CO.. For more details on the positions held by Mmbg Investment Advisors CO. (or by any of the other funds holding BWMX), click the fund name in the "Holder" column of the funds-holding-BWMX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Mmbg Investment Advisors CO.4,141,465$57,732 12/31/2023
     BWMX4,141,465$57,732 12/31/2023
Morgan Stanley127,617$1,779 12/31/2023
     BWMX127,617$1,779 12/31/2023
State Street Corp76,201$1,062 12/31/2023
     BWMX76,201$1,062 12/31/2023
Sagil Capital LLP73,534$1,025 12/31/2023
     BWMX73,534$1,025 12/31/2023
O Shaughnessy Asset Management LLC67,296$938 12/31/2023
     BWMX67,296$938 12/31/2023
Renaissance Technologies LLC43,000$599 12/31/2023
     BWMX43,000$599 12/31/2023
Commonwealth Equity Services LLC37,428$522 12/31/2023
     BWMX37,428$522 12/31/2023
CWA Asset Management Group LLC33,485$467 12/31/2023
     BWMX33,485$467 12/31/2023
Squarepoint Ops LLC31,782$443 12/31/2023
     BWMX31,782$443 12/31/2023
D.A. Davidson & CO.29,120$406 12/31/2023
     BWMX29,120$406 12/31/2023
Geode Capital Management LLC26,794$374 12/31/2023
     BWMX26,794$374 12/31/2023
Citadel Advisors LLC $330 12/31/2023
     BWMX16,672$232 12/31/2023
     Call8,500$118 12/31/2023
     Put1,400$20 12/31/2023
Confluence Investment Management LLC11,170$223 03/31/2024
     BWMX11,170$223 03/31/2024
Millennium Management LLC13,943$194 12/31/2023
     BWMX13,943$194 12/31/2023
Acadian Asset Management LLC11,006$151 12/31/2023
     BWMX11,006$151 12/31/2023
Lazard Asset Management LLC9,017$125 12/31/2023
     BWMX9,017$125 12/31/2023
UBS Group AG2,238$31 12/31/2023
     BWMX2,238$31 12/31/2023
BlackRock Inc.928$13 12/31/2023
     BWMX928$13 12/31/2023
Ronald Blue Trust Inc.681$9 12/31/2023
     BWMX681$9 12/31/2023
WealthCollab LLC644$9 12/31/2023
     BWMX644$9 12/31/2023
Qube Research & Technologies Ltd500$7 12/31/2023
     BWMX500$7 12/31/2023
Bank of America Corp DE454$6 12/31/2023
     BWMX454$6 12/31/2023
Royal Bank of Canada381$5 12/31/2023
     BWMX381$5 12/31/2023
Advisor Group Holdings Inc.386$5 12/31/2023
     BWMX386$5 12/31/2023
CWM LLC180$4 03/31/2024
     BWMX180$4 03/31/2024
Geneos Wealth Management Inc.300$4 12/31/2023
     BWMX300$4 12/31/2023
Tower Research Capital LLC TRC 142$2 12/31/2023
     BWMX142$2 12/31/2023
GWM Advisors LLC137$2 12/31/2023
     BWMX137$2 12/31/2023
Simplex Trading LLC84$1 12/31/2023
     BWMX84$1 12/31/2023
EverSource Wealth Advisors LLC54$1 12/31/2023
     BWMX54$1 12/31/2023
Frazier Financial Advisors LLC58$1 12/31/2023
     BWMX58$1 12/31/2023
Sound Income Strategies LLC6$0 03/31/2024
     BWMX6$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     BWMX0$0 12/31/2023
Susquehanna International Group LLP13,600$-55 12/31/2023
     Put17,600$245 12/31/2023
     Call13,600$190 12/31/2023

See Summary: Institutional Holders of BWMX
See Details: Top 10 Hedge Funds Holding BWMX
Also See: BWMX Holdings Changes

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