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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
AIM
451
Anchor Investment Management
South Carolina
$131K +$7.99K +296 +7%
GT
452
Glenmede Trust
Pennsylvania
$112K -$358K -13,252 -77%
CFG
453
CKW Financial Group
Hawaii
$103K
EDRH
454
Edmond de Rothschild Holding
Switzerland
$102K
MMG
455
Monetary Management Group
Missouri
$100K
CAW
456
Cornerstone Advisors (Washington)
Washington
$98K -$12.7K -472 -12%
SIAS
457
Shine Investment Advisory Services
Colorado
$94K -$2K -74 -2%
OIA
458
OneDigital Investment Advisors
Kansas
$87K +$648 +24 +0.8%
Acadian Asset Management
459
Acadian Asset Management
Massachusetts
$80K
AC
460
Avestar Capital
New York
$80K +$756 +28 +1%
RCAG
461
Rehmann Capital Advisory Group
Michigan
$78.7K -$23.2K -858 -24%
PA
462
Parallel Advisors
California
$78K +$9.77K +362 +15%
SPIA
463
Steward Partners Investment Advisory
New York
$76K -$20.9K -774 -23%
FPFS
464
First Personal Financial Services
North Carolina
$69K -$64.4K -2,386 -50%
GLI
465
Guardian Life Insurance
New York
$65K +$10.1K +374 +20%
SLF
466
Sun Life Financial
Ontario, Canada
$64K +$54.4K +2,014 +932%
SFSIG
467
San Francisco Sentry Investment Group
California
$63K -$178K -6,602 -75%
CAL
468
Capital Analysts LLC
Pennsylvania
$62K +$58.7K +2,176 New
RFC
469
Regions Financial Corp
Alabama
$61K -$5.51K -204 -9%
FMB
470
Field & Main Bank
Kentucky
$60K
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$59K
Bessemer Group
472
Bessemer Group
New Jersey
$57K -$63.2K -2,340 -54%
IP
473
Isthmus Partners
Wisconsin
$57K
KA
474
Kaizen Advisory
Illinois
$57K +$32.8K +1,214 +156%
CTC
475
Central Trust Company
Missouri
$52K -$71.5K -2,650 -60%

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.