We are live on ! Find out more
MNST icon

Monster Beverage

557 hedge funds and large institutions have $20.9B invested in Monster Beverage in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 191 increasing their positions, 228 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $21.3B → $20.9B (-$396M)

1.87% less ownership

Funds ownership: 131.36%129.49% (-1.9%)

2% less funds holding

Funds holding: 571557 (-14)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 228

17% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 65

37% less call options, than puts

Call options by funds: $86M | Put options by funds: $137M

Holders
557
Holders Change
-14
Holders Change %
-2.45%
% of All Funds
12.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
54
Increased
191
Reduced
228
Closed
65
Calls
$86M
Puts
$137M
Net Calls
-$50.8M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NJBEST
426
New Jersey Better Educational Savings Trust
New Jersey
$229K +$216K +8,000 New
BDS
427
Banco de Sabadell
Florida
$228K +$216K +8,000 New
CPH
428
C Partners Holding
Switzerland
$225K +$35.7K +1,322 +20%
GC
429
Gilbert & Cook
Iowa
$221K +$208K +7,710 New
Fuller & Thaler Asset Management
430
Fuller & Thaler Asset Management
California
$218K
APA
431
American Portfolios Advisors
New York
$217K -$1.46K -54 -0.7%
LP
432
LMR Partners
United Kingdom
$217K -$367K -13,604 -64%
IA
433
IFP Advisors
Florida
$212K -$58.5K -2,166 -23%
WF
434
WoodTrust Financial
Wisconsin
$206K
JWBC
435
J.W. Burns & Co
New York
$203K +$191K +7,074 New
DCM
436
Donaldson Capital Management
Indiana
$203K +$191K +7,086 New
Lido Advisors
437
Lido Advisors
California
$202K +$190K +7,054 New
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$201K +$189K +7,000 New
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$200K -$698K -25,840 -79%
WPA
440
West Paces Advisors
Georgia
$183K +$2.43K +90 +1%
VFA
441
Valeo Financial Advisors
Indiana
$181K -$21.7K -802 -12%
SF
442
Synovus Financial
Georgia
$177K
Qube Research & Technologies (QRT)
443
Qube Research & Technologies (QRT)
United Kingdom
$175K +$165K +6,100 New
GWM
444
Geneos Wealth Management
Colorado
$170K -$5.67K -210 -3%
IUHSA
445
Itau Unibanco Holding S.A.
Brazil
$168K -$43.8K -1,622 -22%
AssetMark Inc
446
AssetMark Inc
California
$159K +$1.57K +58 +1%
IWP
447
Icon Wealth Partners
Texas
$151K -$79.1K -2,930 -36%
FMT
448
First Mercantile Trust
Tennessee
$151K -$60.3K -2,234 -30%
OIA
449
Optimum Investment Advisors
Illinois
$149K +$27K +1,000 +24%
ED
450
Exane Derivatives
France
$134K +$125K +4,644 +7,740%

MNST Hedge Fund Activity: Q2 2018 in Review

557 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2018, worth a combined $20.9B — down 1.9% from $21.3B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of MNST and 54 opened new positions — a net loss of 11 holders — while 228 trimmed existing stakes and 191 added.

The largest buyer was Tybourne Capital Management, opening a new position worth an estimated $271M. The largest seller was Ameriprise, cutting an estimated $279M.

  • 557 institutional investors held Monster Beverage (MNST) as of Q2 2018, down from 571 in Q1 2018.
  • Funds reported $20.9B of Monster Beverage stock for Q2 2018, down 1.9% quarter-over-quarter.
  • 54 funds opened new Monster Beverage positions in Q2 2018 and 65 closed out, a net change of -11 holders.
  • The largest Monster Beverage buyer in Q2 2018 was Tybourne Capital Management, an estimated $271M added.
  • The largest Monster Beverage seller in Q2 2018 was Ameriprise, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2018.