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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
KeyBank National Association
451
KeyBank National Association
Ohio
$1.11M -$83.7K -1,471 -7%
DFA
452
Delta Financial Advisors
Louisiana
$1.09M -$26.2K -460 -2%
GT
453
Glenmede Trust
Pennsylvania
$1.06M
GITFIT
454
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.05M
PWM
455
Perigon Wealth Management
California
$1.04M +$56.7K +997 +6%
SACTSONJ
456
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.03M
MFG
457
Mainsail Financial Group
Washington
$1.03M -$130K -2,290 -11%
MC
458
Machina Capital
France
$1.03M +$1.02M +17,915 New
CMI
459
Clare Market Investments
Texas
$1.03M +$1.02M +17,854 New
AWP
460
Accretive Wealth Partners
New Jersey
$1.02M +$31.1K +546 +3%
TMAM
461
Tokio Marine Asset Management
Japan
$1.02M +$174K +3,066 +21%
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$1.02M -$45.3K -797 -4%
USAA
463
United Services Automobile Association
Texas
$1.01M
PI
464
PFS Investments
Georgia
$1M +$123K +2,164 +14%
PFS
465
Prospera Financial Services
Texas
$1M +$993K +17,466 New
Wolverine Trading
466
Wolverine Trading
Illinois
$996K +$573K +10,078 +139%
SPIA
467
Steward Partners Investment Advisory
New York
$985K +$25.6K +450 +3%
ONB
468
Old National Bancorp
Indiana
$979K -$1.18M -20,766 -55%
DAS
469
Dynamic Advisor Solutions
Arizona
$967K +$78.1K +1,373 +9%
AUB
470
Atlantic Union Bankshares
Virginia
$952K
BBA
471
Baader Bank Aktiengesellschaft
Germany
$949K +$128K +2,255 +16%
CQS
472
Credential Qtrade Securities
$947K -$37.3K -656 -4%
BFG
473
Bleakley Financial Group
New Jersey
$945K +$2.84K +50 +0.3%
YIH
474
Y-Intercept (HK)
Hong Kong
$932K -$1.32M -23,136 -59%
PWAG
475
Polaris Wealth Advisory Group
California
$929K -$51.4K -904 -5%

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.