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Monster Beverage

772 hedge funds and large institutions have $32B invested in Monster Beverage in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

49% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 77

19% more capital invested

Capital invested by funds: $27B → $32B (+$5.08B)

4% more funds holding

Funds holding: 745772 (+27)

3.07% more ownership

Funds ownership: 127.62%130.69% (+3.1%)

3% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 275

32% less call options, than puts

Call options by funds: $195M | Put options by funds: $288M

Holders
772
Holders Change
+27
Holders Change %
+3.62%
% of All Funds
13.01%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
115
Increased
267
Reduced
275
Closed
77
Calls
$195M
Puts
$288M
Net Calls
-$92.8M
Net Calls Change
-$327M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$278M +$2.37M +54,570 +0.9%
Ameriprise
27
Ameriprise
Minnesota
$265M -$39.1M -899,878 -14%
UBS AM
28
UBS AM
Illinois
$252M +$40M +918,666 +20%
Capital Research Global Investors
29
Capital Research Global Investors
California
$250M +$98.3K +2,260 +0%
Holocene Advisors
30
Holocene Advisors
New York
$211M +$190M +4,371,716 +2,521%
Charles Schwab
31
Charles Schwab
California
$181M +$1.38M +31,718 +0.8%
Barclays
32
Barclays
United Kingdom
$178M -$92.9M -2,135,590 -36%
Swiss National Bank
33
Swiss National Bank
Switzerland
$160M +$278K +6,400 +0.2%
Citadel Advisors
34
Citadel Advisors
Florida
$157M -$80.1M -1,841,802 -35%
Boston Partners
35
Boston Partners
Massachusetts
$149M -$534K -12,274 -0.4%
Artisan Partners
36
Artisan Partners
Wisconsin
$146M +$137M +3,157,160 New
Deutsche Bank
37
Deutsche Bank
Germany
$146M -$8.48M -194,998 -6%
Goldman Sachs
38
Goldman Sachs
New York
$139M -$101M -2,312,572 -44%
Allianz Asset Management
39
Allianz Asset Management
Germany
$137M -$2.99M -68,786 -2%
FWIA
40
Fort Washington Investment Advisors
Ohio
$131M +$109K +2,500 +0.1%
BA
41
Bridgewater Associates
Connecticut
$125M +$25M +574,276 +27%
DCP
42
DSM Capital Partners
Florida
$119M -$1.69M -38,912 -1%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$119M -$137M -3,142,634 -55%
Victory Capital Management
44
Victory Capital Management
Texas
$118M -$355K -8,172 -0.3%
Alyeska Investment Group
45
Alyeska Investment Group
Illinois
$115M +$22.4M +515,620 +26%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$113M +$3.56M +81,888 +3%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$108M +$4.04M +92,956 +4%
ESCM
48
Echo Street Capital Management
New York
$105M -$24.8M -570,972 -20%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$95M -$42.1M -967,834 -32%
AQR Capital Management
50
AQR Capital Management
Connecticut
$90.5M -$25M -574,198 -23%

MNST Hedge Fund Activity: Q2 2022 in Review

772 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2022, worth a combined $32B — up 19% from $27B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MNST positions and 77 closed out — a net gain of 38 holders — while 267 added to existing stakes and 275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $655M. The largest seller was First Trust Advisors, cutting an estimated $175M.

  • 772 institutional investors held Monster Beverage (MNST) as of Q2 2022, up from 745 in Q1 2022.
  • Funds reported $32B of Monster Beverage stock for Q2 2022, up 19% quarter-over-quarter.
  • 115 funds opened new Monster Beverage positions in Q2 2022 and 77 closed out, a net change of +38 holders.
  • The largest Monster Beverage buyer in Q2 2022 was T. Rowe Price Associates, an estimated $655M added.
  • The largest Monster Beverage seller in Q2 2022 was First Trust Advisors, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2022.