Monster Beverage
MNST
855 hedge funds and large institutions have $37B invested in Monster Beverage in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 300 increasing their positions, 296 reducing their positions, and 77 closing their positions.
58% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 77
8% more capital invested
Capital invested by funds: $34.4B → $37B (+$2.59B)
4% more funds holding
Funds holding: 826 → 855 (+29)
1% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 296
37% less call options, than puts
Call options by funds: $151M | Put options by funds: $242M
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
65.1% less ownership
Funds ownership: 130.12% → 65.02% (-65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$163M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$118M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$83.9M |
| 4 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$73.6M |
| 5 |
Barclays
London,
United Kingdom
|
+$68.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$434M |
| 2 |
Holocene Advisors
New York
|
-$142M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$120M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$79.4M |
| 5 |
Amundi
Paris,
France
|
-$79.1M |
MNST Hedge Fund Activity: Q1 2023 in Review
855 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2023, worth a combined $37B — up 7.5% from $34.4B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new MNST positions and 77 closed out — a net gain of 45 holders — while 300 added to existing stakes and 296 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $163M. The largest seller was Fidelity Investments, cutting an estimated $434M.
- 855 institutional investors held Monster Beverage (MNST) as of Q1 2023, up from 826 in Q4 2022.
- Funds reported $37B of Monster Beverage stock for Q1 2023, up 7.5% quarter-over-quarter.
- 122 funds opened new Monster Beverage positions in Q1 2023 and 77 closed out, a net change of +45 holders.
- The largest Monster Beverage buyer in Q1 2023 was Janus Henderson Group, an estimated $163M added.
- The largest Monster Beverage seller in Q1 2023 was Fidelity Investments, an estimated $434M sold.
Based on aggregated 13F filings for Q1 2023.