We are live on ! Find out more
MNST icon

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
TF
501
TimeScale Financial
Massachusetts
$31K
PCG
502
Private Capital Group
Connecticut
$27K -$2.36K -78 -8%
CTC
503
Central Trust Company
Missouri
$27K -$1.51K -50 -5%
NIM
504
NuWave Investment Management
New Jersey
$27K +$9.45K +312 +51%
CBT
505
Capital Bank & Trust
California
$26K -$34.7K -1,144 -56%
ZB
506
Zions Bancorporation
Utah
$24K -$1.82K -60 -7%
PFBT
507
Parkside Financial Bank & Trust
Missouri
$21K -$727 -24 -3%
RFA
508
Reilly Financial Advisors
California
$20K
LWM
509
Lenox Wealth Management
Ohio
$19K -$969 -32 -5%
GI
510
Gradient Investments
Minnesota
$19K
SLF
511
Sun Life Financial
Ontario, Canada
$19K +$121 +4 +0.6%
PRC
512
Pearl River Capital
Michigan
$19K +$20.1K +664 New
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$11.6K -384 -39%
APW
514
Acima Private Wealth
Virginia
$17K
SIC
515
Salem Investment Counselors
North Carolina
$17K
GAM
516
Gemmer Asset Management
California
$17K +$1.27K +42 +8%
ST
517
Smithfield Trust
Pennsylvania
$17K +$8K +264 +88%
AssetMark Inc
518
AssetMark Inc
California
$16K -$88K -2,904 -84%
BFEC
519
Benjamin F. Edwards & Company
Missouri
$16K -$4.12K -136 -20%
GWS
520
Glassman Wealth Services
Virginia
$16K -$1.88K -62 -10%
PB
521
Pinnacle Bancorp
Nebraska
$16K
TFO
522
Tarbox Family Office
California
$15K
Rockefeller Capital Management
523
Rockefeller Capital Management
New York
$14K
TC
524
Truvestments Capital
Florida
$14K
EARNEST Partners
525
EARNEST Partners
Georgia
$13K

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.