We are live on ! Find out more
MNST icon

Monster Beverage

728 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 271 increasing their positions, 251 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 76

2% more funds holding

Funds holding: 713728 (+15)

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 251

0.37% less ownership

Funds ownership: 128.46%128.09% (-0.37%)

2% less capital invested

Capital invested by funds: $31.5B → $30.8B (-$723M)

4% less call options, than puts

Call options by funds: $134M | Put options by funds: $140M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
728
Holders Change
+15
Holders Change %
+2.1%
% of All Funds
12.78%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
97
Increased
271
Reduced
251
Closed
76
Calls
$134M
Puts
$140M
Net Calls
-$6.3M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
401
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$936K +$538 +12 +0.1%
AP
402
Advisor Partners
California
$911K +$25.2K +562 +3%
LCH
403
Lee Capital Holdings
New York
$911K +$896K +20,000 New
ATPW
404
Ashton Thomas Private Wealth
Arizona
$901K -$79.7K -1,778 -8%
VAS
405
Vestmark Advisory Solutions
Massachusetts
$897K +$2.87K +64 +0.3%
FHB
406
First Hawaiian Bank
Hawaii
$895K +$23.1K +516 +3%
OQS
407
Occudo Quantitative Strategies
Florida
$875K +$861K +19,218 New
HBT
408
Heartland Bank & Trust
Illinois
$873K -$51.3K -1,146 -6%
ARMT
409
Amica Retiree Medical Trust
Rhode Island
$872K
FFG
410
Fortem Financial Group
California
$866K +$896 +20 +0.1%
OAM
411
Origin Asset Management
United Kingdom
$865K
DFA
412
Delta Financial Advisors
Louisiana
$863K +$10K +224 +1%
RWA
413
Redhawk Wealth Advisors
Minnesota
$861K +$71.7K +1,600 +9%
WAM
414
World Asset Management
Michigan
$850K -$58.4K -1,304 -7%
MF
415
Magnetar Financial
Illinois
$794K +$781K +17,428 New
NA
416
NewEdge Advisors
Louisiana
$777K +$156K +3,486 +26%
BL
417
BFSG LLC
California
$776K +$77.7K +1,734 +11%
BIM
418
Bridges Investment Management
Nebraska
$766K +$753K +16,810 New
PP
419
Prudential plc
United Kingdom
$765K -$6.03M -134,540 -89%
BOS
420
Bank of Stockton
California
$762K +$357K +7,958 +91%
Lido Advisors
421
Lido Advisors
California
$748K +$63.4K +1,414 +9%
VCM
422
Virtue Capital Management
Tennessee
$736K +$5.29K +118 +0.7%
PWAG
423
Polaris Wealth Advisory Group
California
$721K +$678K +15,138 New
AT
424
Arden Trust
Delaware
$720K -$64.6K -1,442 -8%
P
425
Pitcairn
Pennsylvania
$720K -$16.8K -376 -2%

MNST Hedge Fund Activity: Q1 2021 in Review

728 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2021, worth a combined $30.8B — down 2.3% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MNST positions and 76 closed out — a net gain of 21 holders — while 271 added to existing stakes and 251 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $222M. The largest seller was Renaissance Technologies, cutting an estimated $204M.

  • 728 institutional investors held Monster Beverage (MNST) as of Q1 2021, up from 713 in Q4 2020.
  • Funds reported $30.8B of Monster Beverage stock for Q1 2021, down 2.3% quarter-over-quarter.
  • 97 funds opened new Monster Beverage positions in Q1 2021 and 76 closed out, a net change of +21 holders.
  • The largest Monster Beverage buyer in Q1 2021 was Wellington Management Group, an estimated $222M added.
  • The largest Monster Beverage seller in Q1 2021 was Renaissance Technologies, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2021.