Monster Beverage
MNST
584 hedge funds and large institutions have $17.5B invested in Monster Beverage in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 184 increasing their positions, 246 reducing their positions, and 89 closing their positions.
12% more call options, than puts
Call options by funds: $70.5M | Put options by funds: $63.1M
0.67% less ownership
Funds ownership: 130.6% → 129.93% (-0.67%)
6% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 89
2% less funds holding
Funds holding: 593 → 584 (-9)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
17% less capital invested
Capital invested by funds: $21B → $17.5B (-$3.55B)
25% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 246
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$226M |
| 2 |
Renaissance Technologies
New York
|
+$174M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$141M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$108M |
| 5 |
UIM
USS Investment Management
London,
United Kingdom
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$408M |
| 2 |
Jennison Associates
New York
|
-$148M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$105M |
| 4 |
Two Sigma Investments
New York
|
-$90.6M |
| 5 |
D.E. Shaw & Co
New York
|
-$76.5M |
MNST Hedge Fund Activity: Q4 2018 in Review
584 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2018, worth a combined $17.5B — down 17% from $21B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of MNST and 84 opened new positions — a net loss of 5 holders — while 246 trimmed existing stakes and 184 added.
The largest buyer was AllianceBernstein, adding an estimated $226M. The largest seller was Fidelity Investments, cutting an estimated $408M.
- 584 institutional investors held Monster Beverage (MNST) as of Q4 2018, down from 593 in Q3 2018.
- Funds reported $17.5B of Monster Beverage stock for Q4 2018, down 17% quarter-over-quarter.
- 84 funds opened new Monster Beverage positions in Q4 2018 and 89 closed out, a net change of -5 holders.
- The largest Monster Beverage buyer in Q4 2018 was AllianceBernstein, an estimated $226M added.
- The largest Monster Beverage seller in Q4 2018 was Fidelity Investments, an estimated $408M sold.
Based on aggregated 13F filings for Q4 2018.