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Monster Beverage

772 hedge funds and large institutions have $32B invested in Monster Beverage in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

49% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 77

19% more capital invested

Capital invested by funds: $27B → $32B (+$5.08B)

4% more funds holding

Funds holding: 745772 (+27)

3.07% more ownership

Funds ownership: 127.62%130.69% (+3.1%)

3% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 275

32% less call options, than puts

Call options by funds: $195M | Put options by funds: $288M

Holders
772
Holders Change
+27
Holders Change %
+3.62%
% of All Funds
13.01%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
115
Increased
267
Reduced
275
Closed
77
Calls
$195M
Puts
$288M
Net Calls
-$92.8M
Net Calls Change
-$327M
Name Holding Trade Value Shares
Change
Change in
Stake
FMAEN1
501
Fund Management at Engine No 1
California
$352K +$53.7K +1,234 +19%
AIM
502
Aspen Investment Management
Michigan
$342K +$321K +7,382 New
SIA
503
Schechter Investment Advisors
Michigan
$341K +$67.5K +1,552 +27%
HCM
504
Hollencrest Capital Management
California
$340K
EB
505
Eastern Bank
Massachusetts
$338K
CC
506
Centiva Capital
New York
$335K -$245K -5,634 -44%
ASN
507
Advisory Services Network
Georgia
$335K -$3.13K -72 -1%
SFA
508
Sequoia Financial Advisors
Ohio
$335K +$23.1K +530 +8%
CI
509
Conning Inc
Connecticut
$334K -$1.22K -28 -0.4%
BBNA
510
Bremer Bank National Association
Minnesota
$334K
IA
511
IFP Advisors
Florida
$332K
SS
512
Simplicity Solutions
Minnesota
$327K +$69.9K +1,608 +30%
SP
513
Symmetry Partners
Connecticut
$323K
ACM
514
AlphaStar Capital Management
North Carolina
$322K +$29.8K +686 +11%
PFPT
515
Pinnacle Financial Partners (Tennessee)
Tennessee
$321K +$1.48K +34 +0.5%
HLOC
516
H.L. Ormond & Company
North Carolina
$317K -$29.8K -686 -9%
APA
517
American Portfolios Advisors
New York
$313K -$17.4K -400 -6%
ECM
518
Elgethun Capital Management
South Dakota
$307K
LFA
519
Legacy Financial Advisors
Kentucky
$307K +$289K +6,634 New
RB
520
Renasant Bank
Mississippi
$297K +$24.4K +560 +10%
CT
521
Caldwell Trust
Florida
$297K +$29.1K +670 +12%
DILIC
522
Dai-ichi Life Insurance Company
Japan
$296K
ECM
523
Evergreen Capital Management
Washington
$294K +$276K +6,340 New
TWC
524
TD Waterhouse Canada
Ontario, Canada
$293K -$346K -7,950 -57%
HAG
525
HighPoint Advisor Group
Illinois
$293K +$261K +6,010 New

MNST Hedge Fund Activity: Q2 2022 in Review

772 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2022, worth a combined $32B — up 19% from $27B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MNST positions and 77 closed out — a net gain of 38 holders — while 267 added to existing stakes and 275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $655M. The largest seller was First Trust Advisors, cutting an estimated $175M.

  • 772 institutional investors held Monster Beverage (MNST) as of Q2 2022, up from 745 in Q1 2022.
  • Funds reported $32B of Monster Beverage stock for Q2 2022, up 19% quarter-over-quarter.
  • 115 funds opened new Monster Beverage positions in Q2 2022 and 77 closed out, a net change of +38 holders.
  • The largest Monster Beverage buyer in Q2 2022 was T. Rowe Price Associates, an estimated $655M added.
  • The largest Monster Beverage seller in Q2 2022 was First Trust Advisors, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2022.