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Monster Beverage

606 hedge funds and large institutions have $19.9B invested in Monster Beverage in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 232 increasing their positions, 213 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

14% more capital invested

Capital invested by funds: $17.5B → $19.9B (+$2.42B)

4.95% more ownership

Funds ownership: 129.93%134.88% (+4.9%)

4% more funds holding

Funds holding: 584606 (+22)

9% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 213

52% less call options, than puts

Call options by funds: $91M | Put options by funds: $189M

Holders
606
Holders Change
+22
Holders Change %
+3.77%
% of All Funds
13.12%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
83
Increased
232
Reduced
213
Closed
52
Calls
$91M
Puts
$189M
Net Calls
-$97.9M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
476
Mercer Global Advisors
Colorado
$208K +$218K +7,634 New
LS
477
Livforsakringsbolaget Skandia
Sweden
$207K
HCM
478
Hollencrest Capital Management
California
$200K +$209K +7,340 New
CC
479
Centiva Capital
New York
$193K +$202K +7,076 New
NIM
480
NuWave Investment Management
New Jersey
$190K +$197K +6,898 +11,497%
OWD
481
Osborn Williams & Donohoe
Ohio
$189K +$196K +6,890 New
ECM
482
Elgethun Capital Management
South Dakota
$182K +$190K +6,660 New
WPA
483
West Paces Advisors
Georgia
$174K
FMT
484
First Mercantile Trust
Tennessee
$169K +$90.9K +3,188 +106%
IUHSA
485
Itau Unibanco Holding S.A.
Brazil
$158K
ED
486
Exane Derivatives
France
$156K -$18.3K -642 -10%
IWP
487
Icon Wealth Partners
Texas
$150K +$5.47K +192 +4%
SF
488
Synovus Financial
Georgia
$145K -$4.28K -150 -3%
OIA
489
Optimum Investment Advisors
Illinois
$142K
Northwestern Mutual Wealth Management
490
Northwestern Mutual Wealth Management
Wisconsin
$137K -$34.4K -1,206 -19%
GWM
491
Geneos Wealth Management
Colorado
$135K +$2.79K +98 +2%
Schroder Investment Management Group
492
Schroder Investment Management Group
United Kingdom
$134K +$140K +4,926 New
AssetMark Inc
493
AssetMark Inc
California
$133K -$14.1K -494 -9%
PA
494
Parallel Advisors
California
$133K +$41.7K +1,462 +43%
CAPTRUST Financial Advisors
495
CAPTRUST Financial Advisors
North Carolina
$130K -$59.3K -2,080 -30%
MWC
496
MBM Wealth Consultants
Missouri
$127K
AIM
497
Anchor Investment Management
South Carolina
$126K
GRP
498
Global Retirement Partners
California
$120K +$47.5K +1,668 +61%
CAW
499
Cornerstone Advisors (Washington)
Washington
$114K +$2.68K +94 +2%
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$108K +$15.2K +532 +29%

MNST Hedge Fund Activity: Q1 2019 in Review

606 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2019, worth a combined $19.9B — up 14% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MNST positions and 52 closed out — a net gain of 31 holders — while 232 added to existing stakes and 213 trimmed.

The largest buyer was Man Group, adding an estimated $218M. The largest seller was Janus Henderson Group, cutting an estimated $191M.

  • 606 institutional investors held Monster Beverage (MNST) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $19.9B of Monster Beverage stock for Q1 2019, up 14% quarter-over-quarter.
  • 83 funds opened new Monster Beverage positions in Q1 2019 and 52 closed out, a net change of +31 holders.
  • The largest Monster Beverage buyer in Q1 2019 was Man Group, an estimated $218M added.
  • The largest Monster Beverage seller in Q1 2019 was Janus Henderson Group, an estimated $191M sold.

Based on aggregated 13F filings for Q1 2019.