Monster Beverage
MNST
376 hedge funds and large institutions have $9.21B invested in Monster Beverage in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 137 reducing their positions, and 40 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
35% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 40
31% more capital invested
Capital invested by funds: $7.04B → $9.21B (+$2.17B)
4% more funds holding
Funds holding: 362 → 376 (+14)
1% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 137
33% less call options, than puts
Call options by funds: $221M | Put options by funds: $331M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$153M |
| 2 |
Bank of New York Mellon
New York
|
+$80.9M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$71.5M |
| 4 |
HCM
Hoplite Capital Management
New York
|
+$63.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$155M |
| 2 |
Jennison Associates
New York
|
-$92.4M |
| 3 |
Morgan Stanley
New York
|
-$80.1M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$47.9M |
| 5 |
EC
Eminence Capital
New York
|
-$40.7M |
MNST Hedge Fund Activity: Q4 2013 in Review
376 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2013, worth a combined $9.21B — up 31% from $7.04B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new MNST positions and 40 closed out — a net gain of 14 holders — while 139 added to existing stakes and 137 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $153M. The largest seller was T. Rowe Price Associates, cutting an estimated $155M.
- 376 institutional investors held Monster Beverage (MNST) as of Q4 2013, up from 362 in Q3 2013.
- Funds reported $9.21B of Monster Beverage stock for Q4 2013, up 31% quarter-over-quarter.
- 54 funds opened new Monster Beverage positions in Q4 2013 and 40 closed out, a net change of +14 holders.
- The largest Monster Beverage buyer in Q4 2013 was Fidelity Investments, an estimated $153M added.
- The largest Monster Beverage seller in Q4 2013 was T. Rowe Price Associates, an estimated $155M sold.
Based on aggregated 13F filings for Q4 2013.