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Monster Beverage

566 hedge funds and large institutions have $20.7B invested in Monster Beverage in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 221 increasing their positions, 218 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 218

2.76% less ownership

Funds ownership: 134.37%131.61% (-2.8%)

7% less funds holding

Funds holding: 611566 (-45)

10% less capital invested

Capital invested by funds: $23.1B → $20.7B (-$2.41B)

54% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 81

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

72% less call options, than puts

Call options by funds: $89.6M | Put options by funds: $316M

Holders
566
Holders Change
-45
Holders Change %
-7.36%
% of All Funds
12.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
37
Increased
221
Reduced
218
Closed
81
Calls
$89.6M
Puts
$316M
Net Calls
-$227M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
476
First Mercantile Trust
Tennessee
$81K -$125K -4,128 -60%
FRA
477
Front Row Advisors
California
$75K
CIA
478
CSat Investment Advisory
Michigan
$75K +$8.54K +282 +12%
Bessemer Group
479
Bessemer Group
New Jersey
$72K -$35.6K -1,176 -32%
IA
480
IFP Advisors
Florida
$69K +$71K +2,344 New
VFA
481
Valeo Financial Advisors
Indiana
$68K
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.2K
GLI
483
Guardian Life Insurance
New York
$66K +$303 +10 +0.4%
SFSIG
484
San Francisco Sentry Investment Group
California
$65K +$1.57K +52 +2%
AIM
485
Anchor Investment Management
South Carolina
$60K +$3.51K +116 +6%
FMB
486
Field & Main Bank
Kentucky
$58K
CAL
487
Capital Analysts LLC
Pennsylvania
$57K
HNB
488
Huntington National Bank
Ohio
$44K
Walleye Capital
489
Walleye Capital
New York
$44K
AIM
490
AIA Investment Management
Singapore
$44K +$45.7K +1,510 New
BWM
491
Baystate Wealth Management
Massachusetts
$41K
NFG
492
Next Financial Group
Texas
$36K -$262K -8,650 -87%
FHA
493
First Horizon Advisors
Tennessee
$35K -$8.3K -274 -18%
RWG
494
Regal Wealth Group
California
$35K
WOC
495
West Oak Capital
California
$35K
RCAG
496
Rehmann Capital Advisory Group
Michigan
$34.4K -$41.7K -1,378 -54%
FPFS
497
First Personal Financial Services
North Carolina
$34K
WT
498
Whittier Trust
California
$34K
BCA
499
Berman Capital Advisors
Georgia
$32K +$848 +28 +3%
RE
500
RBC Europe
United Kingdom
$31.4K

MNST Hedge Fund Activity: Q3 2019 in Review

566 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2019, worth a combined $20.7B — down 10% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of MNST and 37 opened new positions — a net loss of 44 holders — while 218 trimmed existing stakes and 221 added.

The largest buyer was Maverick Capital, adding an estimated $179M. The largest seller was Tybourne Capital Management, exiting entirely with an estimated $199M sold.

  • 566 institutional investors held Monster Beverage (MNST) as of Q3 2019, down from 611 in Q2 2019.
  • Funds reported $20.7B of Monster Beverage stock for Q3 2019, down 10% quarter-over-quarter.
  • 37 funds opened new Monster Beverage positions in Q3 2019 and 81 closed out, a net change of -44 holders.
  • The largest Monster Beverage buyer in Q3 2019 was Maverick Capital, an estimated $179M added.
  • The largest Monster Beverage seller in Q3 2019 was Tybourne Capital Management, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2019.