Monster Beverage
MNST
593 hedge funds and large institutions have $21B invested in Monster Beverage in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 180 increasing their positions, 234 reducing their positions, and 43 closing their positions.
95% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 43
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more funds holding
Funds holding: 557 → 593 (+36)
1.11% more ownership
Funds ownership: 129.49% → 130.6% (+1.1%)
1% more capital invested
Capital invested by funds: $20.9B → $21B (+$157M)
23% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 234
24% less call options, than puts
Call options by funds: $79.4M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$279M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$238M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$119M |
| 4 |
Two Sigma Investments
New York
|
+$79.7M |
| 5 |
D.E. Shaw & Co
New York
|
+$68.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$408M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$142M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$109M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$103M |
| 5 |
TCM
Tybourne Capital Management
Hong Kong
|
-$69.2M |
MNST Hedge Fund Activity: Q3 2018 in Review
593 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2018, worth a combined $21B — up 0.75% from $20.9B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new MNST positions and 43 closed out — a net gain of 41 holders — while 180 added to existing stakes and 234 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $279M. The largest seller was Jennison Associates, cutting an estimated $408M.
- 593 institutional investors held Monster Beverage (MNST) as of Q3 2018, up from 557 in Q2 2018.
- Funds reported $21B of Monster Beverage stock for Q3 2018, up 0.75% quarter-over-quarter.
- 84 funds opened new Monster Beverage positions in Q3 2018 and 43 closed out, a net change of +41 holders.
- The largest Monster Beverage buyer in Q3 2018 was Wellington Management Group, an estimated $279M added.
- The largest Monster Beverage seller in Q3 2018 was Jennison Associates, an estimated $408M sold.
Based on aggregated 13F filings for Q3 2018.