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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
Goldman Sachs
26
Goldman Sachs
New York
$297M +$66.5M +1,168,728 +29%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$283M -$50.4M -885,585 -15%
Deutsche Bank
28
Deutsche Bank
Germany
$277M +$164M +2,891,974 +150%
First Trust Advisors
29
First Trust Advisors
Illinois
$252M -$18.3M -321,390 -7%
Renaissance Technologies
30
Renaissance Technologies
New York
$251M -$80.3M -1,412,514 -24%
Charles Schwab
31
Charles Schwab
California
$242M +$1.27M +22,363 +0.5%
UBS AM
32
UBS AM
Illinois
$237M
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$172M +$39.2M +689,222 +30%
Swiss National Bank
34
Swiss National Bank
Switzerland
$163M -$15.4M -271,000 -9%
American Century Companies
35
American Century Companies
Missouri
$163M -$158M -2,786,325 -50%
Amundi
36
Amundi
France
$161M +$125M +2,200,638 +349%
FWIA
37
Fort Washington Investment Advisors
Ohio
$133M -$8.11M -142,599 -6%
Ameriprise
38
Ameriprise
Minnesota
$128M -$68.1M -1,196,545 -35%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$123M +$121M +2,123,714 +16,772%
William Blair Investment Management
40
William Blair Investment Management
Illinois
$122M +$27.7M +487,781 +30%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$120M -$1.92M -33,835 -2%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$114M -$14.6M -256,829 -11%
EAM
43
Eagle Asset Management
Florida
$111M +$11.1M +195,844 +11%
BA
44
Bridgewater Associates
Connecticut
$109M +$2.91M +51,192 +3%
UBS Group
45
UBS Group
Switzerland
$109M +$21.1M +370,915 +24%
DCP
46
DSM Capital Partners
Florida
$107M -$37.7M -662,915 -26%
Capital International Investors
47
Capital International Investors
California
$104M -$12.3M -216,416 -11%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$102M +$17.5M +308,377 +21%
Allianz Asset Management
49
Allianz Asset Management
Germany
$99.1M -$7.92M -139,182 -7%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$94.1M +$41.7M +733,402 +81%

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.