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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
NA
351
NewEdge Advisors
Louisiana
$2.21M -$1.29M -22,620 -37%
UFF
352
USA Financial Formulas
Michigan
$2.2M -$284K -4,991 -12%
WAM
353
Weiss Asset Management
Massachusetts
$2.19M -$4.7M -82,553 -68%
CF
354
Copperwynd Financial
Arizona
$2.18M +$2.16M +37,976 New
GP
355
Geneva Partners
Wisconsin
$2.18M -$86.7K -1,525 -4%
EI
356
Ethic Inc
New York
$2.17M -$298K -5,244 -12%
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$2.14M +$263K +4,622 +14%
HWAM
358
Hennion & Walsh Asset Management
New Jersey
$2.14M +$278K +4,881 +15%
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$2.13M +$102K +1,800 +5%
CPRC
360
Consolidated Portfolio Review Corp
New York
$2.12M +$2.09M +36,828 New
SI
361
Shaker Investments
Ohio
$2.08M +$398 +7 +0%
API
362
Advisor Partners II
California
$2.07M +$140K +2,469 +7%
KIC
363
Kensington Investment Counsel
California
$2.06M -$21K -370 -1%
CS
364
Candriam SCA
Luxembourg
$2.06M -$458K -8,057 -18%
AIP
365
Ameritas Investment Partners
Nebraska
$2M -$37.3K -655 -2%
PA
366
Procyon Advisors
Connecticut
$1.99M +$1.49M +26,131 +306%
DA
367
Dillon & Associates
Michigan
$1.97M +$310K +5,442 +19%
CGIM
368
Capital Group Investment Management
Singapore
$1.95M -$200K -3,509 -9%
SC
369
Saturna Capital
Washington
$1.95M -$48.6K -855 -2%
MLICM
370
Metropolitan Life Insurance Company (MetLife)
New York
$1.91M -$43.9K -772 -2%
PAM
371
Panagora Asset Management
Massachusetts
$1.91M
EWM
372
Executive Wealth Management
Michigan
$1.9M +$820K +14,422 +77%
EFI
373
EHP Funds Inc
Canada
$1.88M +$1.87M +32,800 New
VI
374
Vestcor Inc
New Brunswick, Canada
$1.88M +$796K +13,999 +75%
BCM
375
Barometer Capital Management
Ontario, Canada
$1.88M +$459K +8,070 +33%

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.