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Monster Beverage

895 hedge funds and large institutions have $39.4B invested in Monster Beverage in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 339 increasing their positions, 322 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

15% more call options, than puts

Call options by funds: $192M | Put options by funds: $168M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $37B → $39.4B (+$2.41B)

5% more funds holding

Funds holding: 855895 (+40)

5% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 322

0.48% more ownership

Funds ownership: 65.02%65.5% (+0.48%)

Holders
895
Holders Change
+40
Holders Change %
+4.68%
% of All Funds
14.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
109
Increased
339
Reduced
322
Closed
66
Calls
$192M
Puts
$168M
Net Calls
+$24.8M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
276
Gulf International Bank (UK)
United Kingdom
$4.53M -$1.35M -23,784 -23%
BC
277
Brookfield Corp
Ontario, Canada
$4.41M +$71K +1,249 +2%
TCM
278
Thames Capital Management
New Jersey
$4.4M +$678K +11,918 +18%
GAM
279
Gotham Asset Management
New York
$4.28M +$1.9M +33,364 +81%
KC
280
Knuff & Co
California
$4.23M
WCM Investment Management
281
WCM Investment Management
California
$4.21M +$2.2M +38,624 +112%
Public Sector Pension Investment Board (PSP Investments)
282
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.2M -$596K -10,471 -13%
BTWM
283
Baker Tilly Wealth Management
Wisconsin
$4.19M +$149K +2,612 +4%
AAM
284
Auxier Asset Management
Oregon
$4.11M
VPIM
285
Vanguard Personalized Indexing Management
California
$4.07M +$282K +4,966 +8%
BCIM
286
British Columbia Investment Management
British Columbia, Canada
$4.07M +$48.7K +856 +1%
IGAM
287
iA Global Asset Management
Quebec, Canada
$4.05M +$4.01M +70,481 New
VMPIC
288
Varma Mutual Pension Insurance Co
Finland
$4.02M
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$3.97M -$2.3M -40,464 -37%
HMCP
290
Hook Mill Capital Partners
New York
$3.97M -$824K -14,486 -17%
FT
291
Fiduciary Trust
Massachusetts
$3.96M +$1.79M +31,549 +85%
M&T Bank
292
M&T Bank
New York
$3.86M -$33.1K -582 -0.9%
ACM
293
Aquatic Capital Management
Illinois
$3.81M +$3.77M +66,300 New
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$3.78M +$202K +3,560 +6%
APF
295
Alaska Permanent Fund
Alaska
$3.74M +$3.7M +65,142 New
MWVC
296
Morgens Waterfall Vintiadis & Co
New York
$3.73M +$705K +12,400 +24%
EMPI
297
Elo Mutual Pension Insurance
Finland
$3.71M +$130K +2,278 +4%
ZB
298
Zions Bancorporation
Utah
$3.7M -$414K -7,284 -10%
QC
299
Quadrature Capital
United Kingdom
$3.69M +$3.66M +64,315 New
SAM
300
Securian Asset Management
Minnesota
$3.68M -$16.1K -283 -0.4%

MNST Hedge Fund Activity: Q2 2023 in Review

895 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2023, worth a combined $39.4B — up 6.5% from $37B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new MNST positions and 66 closed out — a net gain of 43 holders — while 339 added to existing stakes and 322 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $337M. The largest seller was T. Rowe Price Associates, cutting an estimated $207M.

  • 895 institutional investors held Monster Beverage (MNST) as of Q2 2023, up from 855 in Q1 2023.
  • Funds reported $39.4B of Monster Beverage stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 109 funds opened new Monster Beverage positions in Q2 2023 and 66 closed out, a net change of +43 holders.
  • The largest Monster Beverage buyer in Q2 2023 was JP Morgan Chase, an estimated $337M added.
  • The largest Monster Beverage seller in Q2 2023 was T. Rowe Price Associates, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2023.