We are live on ! Find out more
MNST icon

Monster Beverage

507 hedge funds and large institutions have $17.3B invested in Monster Beverage in 2017 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 54

2% more funds holding

Funds holding: 496507 (+11)

2% more capital invested

Capital invested by funds: $16.9B → $17.3B (+$419M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.98% less ownership

Funds ownership: 133.4%132.42% (-0.98%)

10% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 198

11% less call options, than puts

Call options by funds: $57M | Put options by funds: $64.3M

Holders
507
Holders Change
+11
Holders Change %
+2.22%
% of All Funds
12.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
73
Increased
178
Reduced
198
Closed
54
Calls
$57M
Puts
$64.3M
Net Calls
-$7.34M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
401
Meiji Yasuda Asset Management
Japan
$240K
IIM
402
Intact Investment Management
Quebec, Canada
$235K -$228K -10,200 -50%
VWM
403
Venturi Wealth Management
Texas
$235K +$231K +10,354 New
CLOS
404
Compagnie Lombard Odier SCmA
Switzerland
$231K -$22.3K -1,000 -9%
CTC
405
Central Trust Company
Missouri
$227K -$6.17K -276 -3%
CCA
406
Checchi Capital Advisers
California
$224K -$2.81K -126 -1%
OMC
407
Old Mission Capital
Illinois
$224K +$290K +13,000 New
CSIC
408
Clifford Swan Investment Counsel
California
$222K
SFSIG
409
San Francisco Sentry Investment Group
California
$221K -$44.7K -2,000 -17%
CB
410
Chemical Bank
Michigan
$220K +$213K +9,534 New
TI
411
Turner Investments
Pennsylvania
$219K -$2.13M -95,380 -91%
FIM
412
Fernwood Investment Management
Massachusetts
$217K +$210K +9,400 New
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$216K +$209K +9,354 New
OMCS
414
Old Mutual Customised Solutions
South Africa
$213K +$76.5K +3,424 +59%
Mariner
415
Mariner
Kansas
$211K
PJSIMP
416
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K -$31.6K -1,416 -13%
AssetMark Inc
417
AssetMark Inc
California
$201K +$13.9K +622 +8%
VIA
418
Virtus Investment Advisers
Connecticut
$180K +$174K +7,778 New
CBT
419
Central Bank & Trust
Kentucky
$149K -$345K -15,432 -71%
WPA
420
West Paces Advisors
Georgia
$145K
CIAN
421
Capstone Investment Advisors (Netherlands)
New York
$142K +$137K +6,136 New
FO
422
FT Options
Illinois
$139K +$134K +6,000 New
FMT
423
First Mercantile Trust
Tennessee
$128K -$3.13K -140 -2%
NIPH
424
NN Investment Partners Holdings
Netherlands
$125K -$2.16M -96,798 -95%
AIM
425
Anchor Investment Management
South Carolina
$122K

MNST Hedge Fund Activity: Q1 2017 in Review

507 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2017, worth a combined $17.3B — up 2.5% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MNST positions and 54 closed out — a net gain of 19 holders — while 178 added to existing stakes and 198 trimmed.

The largest buyer was BlackRock, adding an estimated $915M. The largest seller was Caxton Associates (New York), cutting an estimated $183M.

  • 507 institutional investors held Monster Beverage (MNST) as of Q1 2017, up from 496 in Q4 2016.
  • Funds reported $17.3B of Monster Beverage stock for Q1 2017, up 2.5% quarter-over-quarter.
  • 73 funds opened new Monster Beverage positions in Q1 2017 and 54 closed out, a net change of +19 holders.
  • The largest Monster Beverage buyer in Q1 2017 was BlackRock, an estimated $915M added.
  • The largest Monster Beverage seller in Q1 2017 was Caxton Associates (New York), an estimated $183M sold.

Based on aggregated 13F filings for Q1 2017.