Monster Beverage
MNST
617 hedge funds and large institutions have $23.8B invested in Monster Beverage in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 237 increasing their positions, 224 reducing their positions, and 60 closing their positions.
24% more capital invested
Capital invested by funds: $19.2B → $23.8B (+$4.56B)
18% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 60
2.99% more ownership
Funds ownership: 127.3% → 130.29% (+3%)
6% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 224
1% more funds holding
Funds holding: 613 → 617 (+4)
31% less call options, than puts
Call options by funds: $63.7M | Put options by funds: $91.9M
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$142M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$115M |
| 3 |
BlackRock
New York
|
+$82.1M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$81.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$80.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$171M |
| 2 |
Two Sigma Advisers
New York
|
-$87.5M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$81M |
| 4 |
Two Sigma Investments
New York
|
-$64.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$63.1M |
MNST Hedge Fund Activity: Q2 2020 in Review
617 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2020, worth a combined $23.8B — up 24% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new MNST positions and 60 closed out — a net gain of 11 holders — while 237 added to existing stakes and 224 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $142M. The largest seller was Nuveen, cutting an estimated $171M.
- 617 institutional investors held Monster Beverage (MNST) as of Q2 2020, up from 613 in Q1 2020.
- Funds reported $23.8B of Monster Beverage stock for Q2 2020, up 24% quarter-over-quarter.
- 71 funds opened new Monster Beverage positions in Q2 2020 and 60 closed out, a net change of +11 holders.
- The largest Monster Beverage buyer in Q2 2020 was ClearBridge Investments, an estimated $142M added.
- The largest Monster Beverage seller in Q2 2020 was Nuveen, an estimated $171M sold.
Based on aggregated 13F filings for Q2 2020.