Monster Beverage
MNST
571 hedge funds and large institutions have $21.3B invested in Monster Beverage in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 212 increasing their positions, 216 reducing their positions, and 83 closing their positions.
0.09% less ownership
Funds ownership: 131.45% → 131.36% (-0.09%)
2% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 216
4% less funds holding
Funds holding: 596 → 571 (-25)
9% less capital invested
Capital invested by funds: $23.4B → $21.3B (-$2.14B)
12% less call options, than puts
Call options by funds: $117M | Put options by funds: $132M
23% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 83
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$84.9M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
+$82.3M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$81.6M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$50.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$204M |
| 2 |
HCM
Hitchwood Capital Management
New York
|
-$75.9M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$63.1M |
| 4 |
Two Sigma Investments
New York
|
-$59.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$55.9M |
MNST Hedge Fund Activity: Q1 2018 in Review
571 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2018, worth a combined $21.3B — down 9.1% from $23.4B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of MNST and 64 opened new positions — a net loss of 19 holders — while 216 trimmed existing stakes and 212 added.
The largest buyer was Arrowstreet Capital, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $204M.
- 571 institutional investors held Monster Beverage (MNST) as of Q1 2018, down from 596 in Q4 2017.
- Funds reported $21.3B of Monster Beverage stock for Q1 2018, down 9.1% quarter-over-quarter.
- 64 funds opened new Monster Beverage positions in Q1 2018 and 83 closed out, a net change of -19 holders.
- The largest Monster Beverage buyer in Q1 2018 was Arrowstreet Capital, an estimated $84.9M added.
- The largest Monster Beverage seller in Q1 2018 was Wellington Management Group, an estimated $204M sold.
Based on aggregated 13F filings for Q1 2018.