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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
AWM
426
Axxcess Wealth Management
California
$1.36M +$684K +12,023 +104%
PMEF
427
Point72 Middle East FZE
United Arab Emirates
$1.36M +$1.34M +23,626 New
RJT
428
Raymond James Trust
Florida
$1.36M -$24.7K -435 -2%
Mercer Global Advisors
429
Mercer Global Advisors
Colorado
$1.35M +$229K +4,030 +21%
V
430
Veritable
Delaware
$1.34M -$100K -1,767 -7%
FFA
431
Fortune Financial Advisors
Kansas
$1.34M +$1.32M +23,296 New
RTC
432
Riverview Trust Company
Washington
$1.33M
CIBC World Market
433
CIBC World Market
Ontario, Canada
$1.32M -$86.1K -1,514 -6%
ACMA
434
Arbor Capital Management (Alaska)
Alaska
$1.29M -$2.27K -40 -0.2%
BNP Paribas Asset Management
435
BNP Paribas Asset Management
France
$1.28M -$209K -3,675 -14%
MC
436
Middleton & Co
Massachusetts
$1.26M
Credit Agricole
437
Credit Agricole
France
$1.24M +$955K +16,796 +346%
Vontobel Holding
438
Vontobel Holding
Switzerland
$1.24M +$52.3K +919 +4%
Balyasny Asset Management
439
Balyasny Asset Management
Illinois
$1.22M -$2.93M -51,600 -71%
HI
440
Horizon Investments
North Carolina
$1.22M -$8.7K -153 -0.7%
AWS
441
Atria Wealth Solutions
New York
$1.21M -$65.1K -1,144 -5%
VIM
442
Vinva Investment Management
Australia
$1.19M +$939K +16,509 +387%
BL
443
Balentine LLC
Georgia
$1.18M +$61.9K +1,088 +6%
AG
444
Algert Global
California
$1.18M +$478K +8,404 +69%
Verition Fund Management
445
Verition Fund Management
Connecticut
$1.17M +$11.5K +203 +1%
SS
446
Simplicity Solutions
Minnesota
$1.16M -$179K -3,151 -13%
O
447
Ossiam
France
$1.16M +$683K +12,006 +146%
B
448
Bailard
California
$1.16M +$5.17K +91 +0.5%
FB
449
Fulton Bank
Pennsylvania
$1.15M -$31.5K -553 -3%
Cambridge Investment Research Advisors
450
Cambridge Investment Research Advisors
Iowa
$1.14M +$255K +4,475 +29%

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.