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Monster Beverage
MNST

584 hedge funds and large institutions have $17.5B invested in Monster Beverage in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 184 increasing their positions, 246 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $63.1M

0.67% less ownership

Funds ownership: 130.6% → 129.93% (-0.67%)

6% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 89

2% less funds holding

Funds holding: 593 → 584 (-9)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

17% less capital invested

Capital invested by funds: $21B → $17.5B (-$3.55B)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 246

Holders
584
Holders Change
-9
Holders Change %
-1.52%
% of All Funds
13.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
84
Increased
184
Reduced
246
Closed
89
Calls
$70.5M
Puts
$63.1M
Net Calls
+$7.33M
Net Calls Change
+$32M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$226M
2
Renaissance Technologies
Renaissance Technologies
New York
+$174M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$141M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$108M
5
UIM
USS Investment Management
United Kingdom
+$104M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$408M
2
Jennison Associates
Jennison Associates
New York
-$148M
3
WRF
Waddell & Reed Financial
Kansas
-$105M
4
Two Sigma Investments
Two Sigma Investments
New York
-$90.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$76.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
226
Kornitzer Capital Management
Kansas
$2.55M +$19.3K +710 +0.7%
O
227
Ossiam
France
$2.53M +$2.79M +102,698 New
SCM
228
Shelton Capital Management
Colorado
$2.52M – – –
IAM
229
Integre Asset Management
New York
$2.46M – – –
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$2.38M -$2.93M -107,758 -53%
BF
231
BOK Financial
Oklahoma
$2.33M +$514K +18,932 +25%
CGH
232
Crossmark Global Holdings
Texas
$2.24M +$307K +11,302 +14%
NLGIA
233
Nippon Life Global Investors Americas
New York
$2.2M +$489K +18,000 +25%
MS
234
Marshall & Sullivan
Washington
$2.18M -$6.46K -238 -0.3%
CCFCSB
235
Cape Cod Five Cents Savings Bank
Massachusetts
$2.16M +$127K +4,662 +6%
SAM
236
Securian Asset Management
Minnesota
$2.03M +$15.5K +572 +0.7%
GIP
237
Granite Investment Partners
California
$2M -$28.3K -1,044 -1%
PMAM
238
Picton Mahoney Asset Management
Ontario, Canada
$1.99M -$261K -9,600 -11%
AL
239
Arnhold LLC
New York
$1.95M – – –
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
$1.95M +$335K +12,332 +18%
SB
241
Suntrust Banks
Georgia
$1.94M -$347K -12,770 -14%
FNT
242
First National Trust
Pennsylvania
$1.93M +$442K +16,278 +26%
KC
243
Knuff & Co
California
$1.92M +$2.12M +77,902 New
BA
244
Boston Advisors
Massachusetts
$1.91M -$20.4K -752 -1%
Cerity Partners
245
Cerity Partners
New York
$1.9M +$558K +20,534 +36%
OTPPB
246
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.9M -$144K -5,296 -6%
QI
247
QS Investors
New York
$1.87M -$157K -5,800 -7%
TCM
248
Twin Capital Management
Pennsylvania
$1.85M – – –
AP
249
Appleton Partners
Massachusetts
$1.82M +$56K +2,062 +3%
ECM
250
ETrade Capital Management
Virginia
$1.81M +$129K +4,760 +7%
8 9
10
11 12

MNST Hedge Fund Activity: Q4 2018 in Review

584 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2018, worth a combined $17.5B — down 17% from $21B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of MNST and 84 opened new positions — a net loss of 5 holders — while 246 trimmed existing stakes and 184 added.

The largest buyer was AllianceBernstein, adding an estimated $226M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 584 institutional investors held Monster Beverage (MNST) as of Q4 2018, down from 593 in Q3 2018.
  • Funds reported $17.5B of Monster Beverage stock for Q4 2018, down 17% quarter-over-quarter.
  • 84 funds opened new Monster Beverage positions in Q4 2018 and 89 closed out, a net change of -5 holders.
  • The largest Monster Beverage buyer in Q4 2018 was AllianceBernstein, an estimated $226M added.
  • The largest Monster Beverage seller in Q4 2018 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q4 2018.