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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
AIM
501
Aspen Investment Management
Michigan
$321K -$369 -8 -0.1%
HCM
502
Hollencrest Capital Management
California
$320K
EB
503
Eastern Bank
Massachusetts
$317K
WFA
504
Wipfli Financial Advisors
Wisconsin
$306K +$325K +7,044 New
SGA
505
Seaport Global Advisors
Massachusetts
$305K +$52.2K +1,132 +19%
CM
506
Caption Management
Oklahoma
$305K +$323K +7,000 New
GSC
507
Ground Swell Capital
South Carolina
$305K +$323K +7,016 New
SP
508
Symmetry Partners
Connecticut
$303K
LFA
509
Legacy Financial Advisors
Kentucky
$300K +$12.5K +272 +4%
AWM
510
Apollon Wealth Management
South Carolina
$299K +$81.9K +1,778 +35%
APA
511
American Portfolios Advisors
New York
$291K -$2.67K -58 -0.9%
PCP
512
Proficio Capital Partners
Massachusetts
$290K -$72.3K -1,570 -19%
ECM
513
Elgethun Capital Management
South Dakota
$290K
FNBOH
514
First National Bank of Hutchinson
Kansas
$290K +$20.5K +444 +7%
CT
515
Caldwell Trust
Florida
$287K +$8.94K +194 +3%
FHA
516
First Horizon Advisors
Tennessee
$284K +$31.1K +674 +11%
MC
517
Machina Capital
France
$283K +$300K +6,510 New
SIA
518
Schechter Investment Advisors
Michigan
$282K -$39.2K -850 -12%
HLOC
519
H.L. Ormond & Company
North Carolina
$280K -$18.6K -404 -6%
DILIC
520
Dai-ichi Life Insurance Company
Japan
$278K
ECM
521
Evergreen Capital Management
Washington
$273K -$2.58K -56 -0.9%
CG
522
Caprock Group
Idaho
$273K +$41.1K +892 +17%
MAM
523
Meeder Asset Management
Ohio
$272K -$276 -6 -0.1%
P
524
&Partners
Tennessee
$272K
CTC
525
Central Trust Company
Missouri
$270K

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.