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Monster Beverage
MNST

728 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 271 increasing their positions, 251 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 76

2% more funds holding

Funds holding: 713 → 728 (+15)

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 251

0.37% less ownership

Funds ownership: 128.46% → 128.09% (-0.37%)

2% less capital invested

Capital invested by funds: $31.5B → $30.8B (-$723M)

4% less call options, than puts

Call options by funds: $134M | Put options by funds: $140M

50% less funds holding in top 10

Funds holding in top 10: 8 → 4 (-4)

Holders
728
Holders Change
+15
Holders Change %
+2.1%
% of All Funds
12.78%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
97
Increased
271
Reduced
251
Closed
76
Calls
$134M
Puts
$140M
Net Calls
-$6.3M
Net Calls Change
-$110M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$222M
2
JP Morgan Chase
JP Morgan Chase
New York
+$195M
3
Capital World Investors
Capital World Investors
California
+$171M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$163M
5
N
Nuveen
North Carolina
+$112M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$204M
2
Goldman Sachs
Goldman Sachs
New York
-$187M
3
State Street
State Street
Massachusetts
-$77.9M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$61.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$2.31M +$448 +10 +0%
MAM
302
Martingale Asset Management
Massachusetts
$2.28M +$2.24M +50,044 New
Twin Tree Management
303
Twin Tree Management
Texas
$2.28M +$185K +4,132 +9%
FNT
304
First National Trust
Pennsylvania
$2.27M -$4.49M -100,124 -67%
JG
305
Jefferies Group
New York
$2.27M +$1.57M +35,118 +239%
CI
306
Capital International
California
$2.25M +$1.44M +32,108 +186%
PSP
307
Principal Street Partners
Tennessee
$2.23M +$820K +18,308 +60%
Acadian Asset Management
308
Acadian Asset Management
Massachusetts
$2.22M +$552K +12,326 +34%
M&T Bank
309
M&T Bank
New York
$2.21M -$388K -8,666 -15%
PS
310
Pensionfund Sabic
Netherlands
$2.2M -$538K -12,000 -20%
CAS
311
Cascadia Advisory Services
Oregon
$2.19M +$2.15M +48,074 New
TC
312
TwinBeech Capital
New York
$2.19M +$2.15M +47,982 New
NMERB
313
New Mexico Educational Retirement Board
New Mexico
$2.16M – – –
AIMCA
314
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.16M +$2.12M +47,414 New
IG
315
ING Group
Netherlands
$2.13M -$12.5M -280,068 -86%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$2.1M -$14.9K -332 -0.7%
DCM
317
Dupont Capital Management
Delaware
$2.07M -$30.4K -678 -1%
AB
318
Amalgamated Bank
New York
$2.07M -$96.5K -2,154 -5%
AWM
319
Avitas Wealth Management
California
$2.07M -$148K -3,296 -7%
SG
320
Stonnington Group
California
$2.06M +$2.06M +46,000 New
KRS
321
Kentucky Retirement Systems
Kentucky
$2.05M -$1.79K -40 -0.1%
SC
322
Saturna Capital
Washington
$2.04M +$582K +13,000 +41%
CA
323
Capitolis Advisors
New York
$1.98M -$1.61M -35,936 -45%
Federated Hermes
324
Federated Hermes
Pennsylvania
$1.98M +$956K +21,340 +96%
SI
325
Shaker Investments
Ohio
$1.97M -$3.67K -82 -0.2%
11 12
13
14 15

MNST Hedge Fund Activity: Q1 2021 in Review

728 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2021, worth a combined $30.8B — down 2.3% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MNST positions and 76 closed out — a net gain of 21 holders — while 271 added to existing stakes and 251 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $222M. The largest seller was Renaissance Technologies, cutting an estimated $204M.

  • 728 institutional investors held Monster Beverage (MNST) as of Q1 2021, up from 713 in Q4 2020.
  • Funds reported $30.8B of Monster Beverage stock for Q1 2021, down 2.3% quarter-over-quarter.
  • 97 funds opened new Monster Beverage positions in Q1 2021 and 76 closed out, a net change of +21 holders.
  • The largest Monster Beverage buyer in Q1 2021 was Wellington Management Group, an estimated $222M added.
  • The largest Monster Beverage seller in Q1 2021 was Renaissance Technologies, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2021.