Monster Beverage
MNST
762 hedge funds and large institutions have $32.1B invested in Monster Beverage in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 272 increasing their positions, 256 reducing their positions, and 80 closing their positions.
70% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 80
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
39% more call options, than puts
Call options by funds: $155M | Put options by funds: $112M
7% more capital invested
Capital invested by funds: $30.1B → $32.1B (+$2.07B)
7% more funds holding
Funds holding: 714 → 762 (+48)
6% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 256
1.01% less ownership
Funds ownership: 128.03% → 127.02% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$145M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$136M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$126M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$116M |
| 5 |
SCM
Suvretta Capital Management
New York
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$467M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$326M |
| 3 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$157M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$129M |
| 5 |
JP Morgan Chase
New York
|
-$128M |
MNST Hedge Fund Activity: Q4 2021 in Review
762 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2021, worth a combined $32.1B — up 6.9% from $30.1B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new MNST positions and 80 closed out — a net gain of 56 holders — while 272 added to existing stakes and 256 trimmed.
The largest buyer was Capital World Investors, adding an estimated $145M. The largest seller was Wellington Management Group, cutting an estimated $467M.
- 762 institutional investors held Monster Beverage (MNST) as of Q4 2021, up from 714 in Q3 2021.
- Funds reported $32.1B of Monster Beverage stock for Q4 2021, up 6.9% quarter-over-quarter.
- 136 funds opened new Monster Beverage positions in Q4 2021 and 80 closed out, a net change of +56 holders.
- The largest Monster Beverage buyer in Q4 2021 was Capital World Investors, an estimated $145M added.
- The largest Monster Beverage seller in Q4 2021 was Wellington Management Group, an estimated $467M sold.
Based on aggregated 13F filings for Q4 2021.