Monster Beverage
MNST
461 hedge funds and large institutions have $20.6B invested in Monster Beverage in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 167 increasing their positions, 158 reducing their positions, and 45 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
56% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 45
41% more call options, than puts
Call options by funds: $259M | Put options by funds: $184M
16% more capital invested
Capital invested by funds: $17.8B → $20.6B (+$2.78B)
5% more funds holding
Funds holding: 439 → 461 (+22)
6% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 158
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$485M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$294M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$175M |
| 4 |
CANY
Caxton Associates (New York)
New York
|
+$161M |
| 5 |
Jennison Associates
New York
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$330M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$217M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$118M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$85.4M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$71.9M |
MNST Hedge Fund Activity: Q3 2015 in Review
461 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2015, worth a combined $20.6B — up 16% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new MNST positions and 45 closed out — a net gain of 25 holders — while 167 added to existing stakes and 158 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $485M. The largest seller was William Blair & Company, cutting an estimated $330M.
- 461 institutional investors held Monster Beverage (MNST) as of Q3 2015, up from 439 in Q2 2015.
- Funds reported $20.6B of Monster Beverage stock for Q3 2015, up 16% quarter-over-quarter.
- 70 funds opened new Monster Beverage positions in Q3 2015 and 45 closed out, a net change of +25 holders.
- The largest Monster Beverage buyer in Q3 2015 was Morgan Stanley, an estimated $485M added.
- The largest Monster Beverage seller in Q3 2015 was William Blair & Company, an estimated $330M sold.
Based on aggregated 13F filings for Q3 2015.