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Monster Beverage

742 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 274 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.87% more ownership

Funds ownership: 130.69%134.56% (+3.9%)

3% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 274

4% less capital invested

Capital invested by funds: $32B → $30.8B (-$1.23B)

4% less funds holding

Funds holding: 772742 (-30)

24% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 82

29% less call options, than puts

Call options by funds: $182M | Put options by funds: $258M

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
742
Holders Change
-30
Holders Change %
-3.89%
% of All Funds
12.78%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
62
Increased
283
Reduced
274
Closed
82
Calls
$182M
Puts
$258M
Net Calls
-$75.8M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$249M -$12.6M -272,944 -5%
Capital Research Global Investors
27
Capital Research Global Investors
California
$235M +$27.2K +590 +0%
Ameriprise
28
Ameriprise
Minnesota
$214M -$36.6M -794,490 -14%
Amundi
29
Amundi
France
$192M +$148M +3,211,366 +339%
First Trust Advisors
30
First Trust Advisors
Illinois
$189M +$168M +3,640,966 +521%
UBS AM
31
UBS AM
Illinois
$184M -$55.8M -1,210,878 -22%
Holocene Advisors
32
Holocene Advisors
New York
$179M -$20.1M -435,376 -10%
Charles Schwab
33
Charles Schwab
California
$177M +$7.45M +161,592 +4%
Barclays
34
Barclays
United Kingdom
$172M +$5.51M +119,680 +3%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$172M +$88M +1,908,986 +93%
Swiss National Bank
36
Swiss National Bank
Switzerland
$150M -$55.3K -1,200 -0%
Goldman Sachs
37
Goldman Sachs
New York
$139M +$10.1M +219,632 +7%
DCP
38
DSM Capital Partners
Florida
$137M +$26M +563,852 +22%
BA
39
Bridgewater Associates
Connecticut
$111M -$6.09M -132,260 -5%
Victory Capital Management
40
Victory Capital Management
Texas
$110M -$439K -9,524 -0.4%
FWIA
41
Fort Washington Investment Advisors
Ohio
$110M -$13.9M -300,820 -11%
ESCM
42
Echo Street Capital Management
New York
$108M +$10.3M +223,800 +10%
Capital International Investors
43
Capital International Investors
California
$103M +$23.5M +509,782 +27%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$101M -$152K -3,304 -0.1%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$101M -$5.24M -113,712 -5%
Allianz Asset Management
46
Allianz Asset Management
Germany
$93.8M -$36.5M -791,598 -27%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$88.1M +$93.4M +2,026,380 New
Artisan Partners
48
Artisan Partners
Wisconsin
$84.6M -$55.8M -1,210,976 -38%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$83.7M -$103K -2,240 -0.1%
Deutsche Bank
50
Deutsche Bank
Germany
$80M -$60.1M -1,304,762 -42%

MNST Hedge Fund Activity: Q3 2022 in Review

742 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2022, worth a combined $30.8B — down 3.8% from $32B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MNST and 62 opened new positions — a net loss of 20 holders — while 274 trimmed existing stakes and 283 added.

The largest buyer was Janus Henderson Group, adding an estimated $346M. The largest seller was Renaissance Technologies, cutting an estimated $147M.

  • 742 institutional investors held Monster Beverage (MNST) as of Q3 2022, down from 772 in Q2 2022.
  • Funds reported $30.8B of Monster Beverage stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 62 funds opened new Monster Beverage positions in Q3 2022 and 82 closed out, a net change of -20 holders.
  • The largest Monster Beverage buyer in Q3 2022 was Janus Henderson Group, an estimated $346M added.
  • The largest Monster Beverage seller in Q3 2022 was Renaissance Technologies, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2022.