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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
SI
401
Stephens Inc
Arkansas
$1.59M -$37.2K -654 -2%
PWM
402
Pinnacle Wealth Management
California
$1.58M +$1.57M +27,568 New
KRSITF
403
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.58M +$18.5K +325 +1%
MFAM
404
Motley Fool Asset Management
Virginia
$1.55M +$90K +1,582 +6%
HT
405
HAP Trading
New York
$1.55M +$1.53M +26,918 New
Wealth Enhancement Advisory Services
406
Wealth Enhancement Advisory Services
Minnesota
$1.54M +$22.8K +401 +2%
AM
407
AGF Management
Ontario, Canada
$1.53M +$1.51M +26,633 New
AWM
408
Avitas Wealth Management
California
$1.52M -$341 -6 -0%
TAF
409
Tredje AP-fonden
Sweden
$1.5M +$246K +4,334 +20%
Bessemer Group
410
Bessemer Group
New Jersey
$1.5M +$60.9K +1,070 +4%
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$1.5M +$343K +6,030 +30%
SGI
412
Summit Global Investments
Utah
$1.49M +$175K +3,069 +13%
Robeco Institutional Asset Management
413
Robeco Institutional Asset Management
Netherlands
$1.49M -$254K -4,474 -15%
SWM
414
Sendero Wealth Management
Texas
$1.48M -$537K -9,443 -27%
KAS
415
Kestra Advisory Services
Texas
$1.46M -$11.9K -209 -0.8%
AWP
416
Ascent Wealth Partners
New York
$1.45M +$73.6K +1,294 +5%
DILIC
417
Dai-ichi Life Insurance Company
Japan
$1.43M -$18.4K -324 -1%
BBVA
418
Banco Bilbao Vizcaya Argentaria
Spain
$1.43M -$33.4K -588 -2%
BAMF
419
BI Asset Management Fondsmaeglerselskab
Denmark
$1.4M +$575K +10,114 +71%
UIM
420
USS Investment Management
United Kingdom
$1.4M
VAS
421
Vestmark Advisory Solutions
Massachusetts
$1.4M -$48K -844 -3%
AWM
422
Avior Wealth Management
Nebraska
$1.39M
NMIMC
423
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M +$8.93K +157 +0.7%
LB
424
Legacy Bridge
Iowa
$1.38M
EF
425
Empirical Finance
Pennsylvania
$1.36M +$146K +2,573 +12%

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.