We are live on ! Find out more
MNST icon

Monster Beverage

593 hedge funds and large institutions have $21B invested in Monster Beverage in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 180 increasing their positions, 234 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 43

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 557593 (+36)

1.11% more ownership

Funds ownership: 129.49%130.6% (+1.1%)

1% more capital invested

Capital invested by funds: $20.9B → $21B (+$157M)

23% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 234

24% less call options, than puts

Call options by funds: $79.4M | Put options by funds: $104M

Holders
593
Holders Change
+36
Holders Change %
+6.46%
% of All Funds
13.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
84
Increased
180
Reduced
234
Closed
43
Calls
$79.4M
Puts
$104M
Net Calls
-$24.7M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
451
Lombard Odier Asset Management (Europe)
United Kingdom
$263K
Brown Advisory
452
Brown Advisory
Maryland
$262K -$2.21M -73,548 -89%
IIM
453
Intact Investment Management
Quebec, Canada
$262K -$36.1K -1,200 -12%
GFP
454
Gryphon Financial Partners
Ohio
$262K +$263K +8,756 +3,774%
CB
455
Commerce Bank
Missouri
$259K -$34.7K -1,154 -11%
VWM
456
Venturi Wealth Management
Texas
$259K
NIM
457
NuWave Investment Management
New Jersey
$258K +$266K +8,840 +73,667%
Mariner
458
Mariner
Kansas
$247K +$1.08K +36 +0.4%
CAPTRUST Financial Advisors
459
CAPTRUST Financial Advisors
North Carolina
$241K +$8.36K +278 +3%
JT
460
Jump Trading
Illinois
$238K +$245K +8,162 New
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$227K -$38.5K -1,280 -14%
VIA
462
Vident Investment Advisory
Georgia
$224K -$235K -7,816 -50%
LS
463
Livforsakringsbolaget Skandia
Sweden
$221K -$229K -7,600 -50%
JWBC
464
J.W. Burns & Co
New York
$215K +$9.32K +310 +4%
VAM
465
Visionary Asset Management
Texas
$215K +$222K +7,376 New
QC
466
QCM Cayman
Texas
$214K +$221K +7,346 New
Lido Advisors
467
Lido Advisors
California
$213K +$8.48K +282 +4%
WF
468
WoodTrust Financial
Wisconsin
$210K
PCM
469
Prelude Capital Management
New York
$207K -$72.8K -2,422 -25%
Acadian Asset Management
470
Acadian Asset Management
Massachusetts
$207K +$129K +4,286 +153%
CLOS
471
Compagnie Lombard Odier SCmA
Switzerland
$204K +$211K +7,000 New
CCIA
472
Campbell & Co Investment Adviser
Maryland
$202K +$209K +6,948 New
LFAS
473
Level Four Advisory Services
Texas
$201K -$506K -16,824 -71%
VFA
474
Valeo Financial Advisors
Indiana
$201K +$49K +1,630 +27%
HCM
475
Hollencrest Capital Management
California
$200K -$180K -6,000 -45%

MNST Hedge Fund Activity: Q3 2018 in Review

593 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2018, worth a combined $21B — up 0.75% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MNST positions and 43 closed out — a net gain of 41 holders — while 180 added to existing stakes and 234 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $279M. The largest seller was Jennison Associates, cutting an estimated $408M.

  • 593 institutional investors held Monster Beverage (MNST) as of Q3 2018, up from 557 in Q2 2018.
  • Funds reported $21B of Monster Beverage stock for Q3 2018, up 0.75% quarter-over-quarter.
  • 84 funds opened new Monster Beverage positions in Q3 2018 and 43 closed out, a net change of +41 holders.
  • The largest Monster Beverage buyer in Q3 2018 was Wellington Management Group, an estimated $279M added.
  • The largest Monster Beverage seller in Q3 2018 was Jennison Associates, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2018.