We are live on ! Find out more
MNST icon

Monster Beverage

507 hedge funds and large institutions have $17.3B invested in Monster Beverage in 2017 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 54

2% more funds holding

Funds holding: 496507 (+11)

2% more capital invested

Capital invested by funds: $16.9B → $17.3B (+$419M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.98% less ownership

Funds ownership: 133.4%132.42% (-0.98%)

10% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 198

11% less call options, than puts

Call options by funds: $57M | Put options by funds: $64.3M

Holders
507
Holders Change
+11
Holders Change %
+2.22%
% of All Funds
12.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
73
Increased
178
Reduced
198
Closed
54
Calls
$57M
Puts
$64.3M
Net Calls
-$7.34M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
MinichMacGregor Wealth Management
New York
$12K -$402 -18 -3%
PB
477
Pinnacle Bancorp
Nebraska
$12K +$12.1K +540 New
WT
478
Whittier Trust
California
$11K +$10.2K +456 New
GBBWRPM
479
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$8.31K +372 New
ACS
480
Archford Capital Strategies
Illinois
$9K +$8.94K +400 New
MPWT
481
MassMutual Private Wealth & Trust
Connecticut
$8.59K
BFEC
482
Benjamin F. Edwards & Company
Missouri
$8K
CFA
483
Carroll Financial Associates
North Carolina
$8K
ZB
484
Zions Bancorporation
Utah
$7K -$2.5K -112 -28%
BIG
485
Bellwether Investment Group
Tennessee
$7K -$536 -24 -7%
GI
486
Gradient Investments
Minnesota
$6K
OFW
487
Omnia Family Wealth
Florida
$6K +$2.81K +126 +111%
WAM
488
Wealthspire Advisors (Maryland)
Maryland
$5K -$268 -12 -5%
AA
489
Apriem Advisors
California
$5K
GRP
490
Global Retirement Partners
California
$5K
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$4K
PMFA
492
Plante Moran Financial Advisors
Michigan
$4K +$894 +40 +27%
FPF
493
FNY Partners Fund
New York
$4K +$4.47K +200 New
AIM
494
Advantage Investment Management
Iowa
$3K
FANJ
495
Financial Architects (New Jersey)
New Jersey
$3K
PFBT
496
Parkside Financial Bank & Trust
Missouri
$2K -$2.15K -96 -59%
AF
497
Allworth Financial
California
$2K +$2.19K +98 New
EFSCE
498
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2.32K +104 New
TFO
499
Tarbox Family Office
California
$1K
VCM
500
Versant Capital Management
Arizona
$1K

MNST Hedge Fund Activity: Q1 2017 in Review

507 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2017, worth a combined $17.3B — up 2.5% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MNST positions and 54 closed out — a net gain of 19 holders — while 178 added to existing stakes and 198 trimmed.

The largest buyer was BlackRock, adding an estimated $915M. The largest seller was Caxton Associates (New York), cutting an estimated $183M.

  • 507 institutional investors held Monster Beverage (MNST) as of Q1 2017, up from 496 in Q4 2016.
  • Funds reported $17.3B of Monster Beverage stock for Q1 2017, up 2.5% quarter-over-quarter.
  • 73 funds opened new Monster Beverage positions in Q1 2017 and 54 closed out, a net change of +19 holders.
  • The largest Monster Beverage buyer in Q1 2017 was BlackRock, an estimated $915M added.
  • The largest Monster Beverage seller in Q1 2017 was Caxton Associates (New York), an estimated $183M sold.

Based on aggregated 13F filings for Q1 2017.