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Monster Beverage

895 hedge funds and large institutions have $39.4B invested in Monster Beverage in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 339 increasing their positions, 322 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

15% more call options, than puts

Call options by funds: $192M | Put options by funds: $168M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $37B → $39.4B (+$2.41B)

5% more funds holding

Funds holding: 855895 (+40)

5% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 322

0.48% more ownership

Funds ownership: 65.02%65.5% (+0.48%)

Holders
895
Holders Change
+40
Holders Change %
+4.68%
% of All Funds
14.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
109
Increased
339
Reduced
322
Closed
66
Calls
$192M
Puts
$168M
Net Calls
+$24.8M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
476
First Trust Direct Indexing
Massachusetts
$926K +$109K +1,918 +14%
WA
477
Wealth Alliance
New York
$925K -$132K -2,320 -13%
FAM
478
Formidable Asset Management
Ohio
$924K +$72.5K +1,274 +9%
BRWA
479
B. Riley Wealth Advisors
Florida
$894K -$29.8K -524 -3%
GVAG
480
Great Valley Advisor Group
Delaware
$868K +$1.25K +22 +0.1%
Cetera Investment Advisers
481
Cetera Investment Advisers
Illinois
$865K -$121K -2,124 -12%
ACM
482
Anfield Capital Management
California
$865K +$856K +15,056 New
WPW
483
Waldron Private Wealth
Pennsylvania
$848K -$4.66K -82 -0.6%
KPWS
484
Kestra Private Wealth Services
Texas
$848K +$156K +2,746 +23%
SW
485
Solidarity Wealth
Utah
$844K +$563K +9,900 +206%
ASN
486
Advisory Services Network
Georgia
$842K +$56.8K +998 +7%
VEA
487
Virtus ETF Advisers
New York
$840K -$177K -3,106 -18%
IWC
488
Integrated Wealth Concepts
Massachusetts
$838K +$13.3K +234 +2%
Capital Fund Management (CFM)
489
Capital Fund Management (CFM)
France
$835K -$1.07M -18,780 -56%
AIM
490
Achmea Investment Management
Netherlands
$811K +$68.5K +1,204 +9%
BCM
491
Barden Capital Management
Texas
$803K -$206K -3,626 -21%
SDIC
492
South Dakota Investment Council
South Dakota
$790K -$870K -15,300 -53%
PPC
493
Park Place Capital
Alabama
$788K -$55.1K -969 -7%
GT
494
Greenleaf Trust
Michigan
$777K -$7.22K -127 -0.9%
WI
495
Wintrust Investments
Illinois
$770K +$762K +13,397 New
P
496
Pitcairn
Pennsylvania
$763K -$38.9K -684 -5%
MSCM
497
McElhenny Sheffield Capital Management
Texas
$747K +$739K +12,998 New
I
498
InceptionR
California
$746K +$156K +2,750 +27%
GDP
499
Great Diamond Partners
Maine
$739K +$34.6K +608 +5%
CWP
500
Capital Wealth Planning
Florida
$738K +$243K +4,265 +50%

MNST Hedge Fund Activity: Q2 2023 in Review

895 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2023, worth a combined $39.4B — up 6.5% from $37B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new MNST positions and 66 closed out — a net gain of 43 holders — while 339 added to existing stakes and 322 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $337M. The largest seller was T. Rowe Price Associates, cutting an estimated $207M.

  • 895 institutional investors held Monster Beverage (MNST) as of Q2 2023, up from 855 in Q1 2023.
  • Funds reported $39.4B of Monster Beverage stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 109 funds opened new Monster Beverage positions in Q2 2023 and 66 closed out, a net change of +43 holders.
  • The largest Monster Beverage buyer in Q2 2023 was JP Morgan Chase, an estimated $337M added.
  • The largest Monster Beverage seller in Q2 2023 was T. Rowe Price Associates, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2023.