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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
ILI
376
Invesco LLC (Illinois)
Illinois
$1.87M +$1.86M +32,634 New
PFO
377
Pathstone Family Office
New Jersey
$1.85M -$107K -1,874 -5%
HVM
378
Harvest Volatility Management
Connecticut
$1.84M -$296K -5,213 -14%
SFI
379
Siemens Fonds Invest
Germany
$1.84M
B
380
Bensler
Washington
$1.82M +$1.8M +31,666 New
EWM
381
EPG Wealth Management
Georgia
$1.81M
SCM
382
Stevens Capital Management
Pennsylvania
$1.8M +$1.49M +26,126 +509%
BCI
383
Brinker Capital Investments
Pennsylvania
$1.78M -$214K -3,763 -11%
OPS
384
Orion Portfolio Solutions
Nebraska
$1.78M -$214K -3,763 -11%
OAM
385
Ostrum Asset Management
France
$1.75M +$1.48K +26 +0.1%
Group One Trading
386
Group One Trading
Illinois
$1.72M +$733K +12,895 +75%
CA
387
Commerzbank Aktiengesellschaft
Germany
$1.71M +$1.69M +29,775 New
BCV
388
Banque Cantonale Vaudoise
Switzerland
$1.71M +$101K +1,774 +6%
AWA
389
Arkadios Wealth Advisors
Georgia
$1.7M +$36K +633 +2%
CB
390
Commerce Bank
Missouri
$1.7M -$16.3K -286 -1%
CAN
391
Cetera Advisor Networks
California
$1.7M -$327K -5,742 -16%
CS
392
Comerica Securities
Michigan
$1.67M -$141K -2,485 -8%
CAM
393
Cozad Asset Management
Illinois
$1.65M +$36.4K +640 +2%
TAM
394
Tealwood Asset Management
Minnesota
$1.62M -$13K -229 -0.8%
CAM
395
Cresset Asset Management
Illinois
$1.61M +$1.37M +24,149 +614%
KWM
396
Kingsview Wealth Management
Oregon
$1.61M -$39.8K -700 -2%
EGM
397
Engineers Gate Manager
New York
$1.61M +$1.6M +28,050 New
NP
398
Nilsine Partners
Colorado
$1.61M -$33.2K -583 -2%
MNBTD
399
Moody National Bank Trust Division
Texas
$1.6M +$20.9K +368 +1%
MGP
400
Metis Global Partners
California
$1.6M +$34.2K +601 +2%

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.