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Monster Beverage

742 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 274 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.87% more ownership

Funds ownership: 130.69%134.56% (+3.9%)

3% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 274

4% less capital invested

Capital invested by funds: $32B → $30.8B (-$1.23B)

4% less funds holding

Funds holding: 772742 (-30)

24% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 82

29% less call options, than puts

Call options by funds: $182M | Put options by funds: $258M

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
742
Holders Change
-30
Holders Change %
-3.89%
% of All Funds
12.78%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
62
Increased
283
Reduced
274
Closed
82
Calls
$182M
Puts
$258M
Net Calls
-$75.8M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
476
Laurel Wealth Advisors (California)
California
$400K +$1.01K +22 +0.2%
Rockefeller Capital Management
477
Rockefeller Capital Management
New York
$398K -$22.8K -494 -5%
OMC
478
Old Mission Capital
Illinois
$393K -$3.22M -69,818 -89%
FMB
479
Field & Main Bank
Kentucky
$391K
Lido Advisors
480
Lido Advisors
California
$391K +$20.9K +454 +5%
GFS
481
GYL Financial Synergies
Connecticut
$383K
JAG
482
Journey Advisory Group
Kentucky
$382K -$27.6K -600 -6%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$379K +$25.1K +544 +7%
NFC
484
Northeast Financial Consultants
Connecticut
$376K
EP
485
Edgestream Partners
New Jersey
$375K -$2.79M -60,638 -88%
PA
486
Procyon Advisors
Connecticut
$374K -$17.7K -384 -4%
Cerity Partners
487
Cerity Partners
New York
$370K -$1.05M -22,852 -73%
FNBSF
488
First National Bank Sioux Falls
South Dakota
$366K
II
489
Inspire Investing
Idaho
$362K -$6.82K -148 -2%
MYAM
490
Meiji Yasuda Asset Management
Japan
$360K -$51.6K -1,120 -12%
PA
491
Parallel Advisors
California
$358K +$6.27K +136 +2%
CG
492
Cutler Group
California
$357K +$296K +6,426 +359%
PCM
493
Pointe Capital Management
Michigan
$350K +$135K +2,926 +57%
SICM
494
Sustainable Insight Capital Management
New York
$348K +$92.2K +2,000 +33%
RIM
495
Redpoint Investment Management
Australia
$344K -$269K -5,828 -42%
RWM
496
Ritholtz Wealth Management
New York
$344K +$364K +7,902 New
ACM
497
AlphaStar Capital Management
North Carolina
$333K +$32.2K +698 +10%
DMBA
498
Deseret Mutual Benefit Administrators
Utah
$328K -$25.3K -548 -7%
AR
499
Apeiron RIA
Texas
$325K +$335K +7,270 New
FMAEN1
500
Fund Management at Engine No 1
California
$321K -$9.12K -198 -3%

MNST Hedge Fund Activity: Q3 2022 in Review

742 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2022, worth a combined $30.8B — down 3.8% from $32B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MNST and 62 opened new positions — a net loss of 20 holders — while 274 trimmed existing stakes and 283 added.

The largest buyer was Janus Henderson Group, adding an estimated $346M. The largest seller was Renaissance Technologies, cutting an estimated $147M.

  • 742 institutional investors held Monster Beverage (MNST) as of Q3 2022, down from 772 in Q2 2022.
  • Funds reported $30.8B of Monster Beverage stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 62 funds opened new Monster Beverage positions in Q3 2022 and 82 closed out, a net change of -20 holders.
  • The largest Monster Beverage buyer in Q3 2022 was Janus Henderson Group, an estimated $346M added.
  • The largest Monster Beverage seller in Q3 2022 was Renaissance Technologies, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2022.