Monster Beverage
MNST
519 hedge funds and large institutions have $18.8B invested in Monster Beverage in 2017 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 212 increasing their positions, 183 reducing their positions, and 50 closing their positions.
28% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 50
16% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 183
8% more capital invested
Capital invested by funds: $17.3B → $18.8B (+$1.44B)
2% more funds holding
Funds holding: 507 → 519 (+12)
0.62% more ownership
Funds ownership: 132.42% → 133.04% (+0.62%)
19% less call options, than puts
Call options by funds: $67.5M | Put options by funds: $83.7M
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$153M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$121M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$68.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.2M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$136M |
| 2 |
Millennium Management
New York
|
-$79M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$74.5M |
| 4 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$70.1M |
| 5 |
Jennison Associates
New York
|
-$68.5M |
MNST Hedge Fund Activity: Q2 2017 in Review
519 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2017, worth a combined $18.8B — up 8.3% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new MNST positions and 50 closed out — a net gain of 14 holders — while 212 added to existing stakes and 183 trimmed.
The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $153M. The largest seller was Fidelity Investments, cutting an estimated $136M.
- 519 institutional investors held Monster Beverage (MNST) as of Q2 2017, up from 507 in Q1 2017.
- Funds reported $18.8B of Monster Beverage stock for Q2 2017, up 8.3% quarter-over-quarter.
- 64 funds opened new Monster Beverage positions in Q2 2017 and 50 closed out, a net change of +14 holders.
- The largest Monster Beverage buyer in Q2 2017 was Waddell & Reed Financial, an estimated $153M added.
- The largest Monster Beverage seller in Q2 2017 was Fidelity Investments, an estimated $136M sold.
Based on aggregated 13F filings for Q2 2017.