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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
BAAM
501
Baker Avenue Asset Management
California
$733K +$36.7K +645 +5%
1W
502
1776 Wealth
Georgia
$732K
DADC
503
D.A. Davidson & Co
Montana
$729K -$14.7K -258 -2%
GLAM
504
Gardner Lewis Asset Management
Pennsylvania
$726K +$357K +6,281 +99%
SF
505
Synovus Financial
Georgia
$718K +$1.59K +28 +0.2%
APWM
506
Argonautica Private Wealth Management
Massachusetts
$715K -$5.23K -92 -0.7%
ATPW
507
Ashton Thomas Private Wealth
Arizona
$712K +$6.6K +116 +0.9%
VIA
508
Vident Investment Advisory
Georgia
$710K +$226K +3,967 +47%
AI
509
AXS Investments
New York
$709K +$672K +11,812 +2,212%
Lido Advisors
510
Lido Advisors
California
$708K +$91.5K +1,608 +15%
XT
511
XTX Topco
Cayman Islands
$706K +$313K +5,503 +81%
CW
512
CreativeOne Wealth
Kansas
$705K -$287K -5,047 -29%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$704K +$50K +879 +8%
CP
514
Covenant Partners
Tennessee
$700K
OIA
515
OneDigital Investment Advisors
Kansas
$693K +$11.8K +207 +2%
IA
516
IFP Advisors
Florida
$687K +$536K +9,429 +373%
SW
517
SVB Wealth
Massachusetts
$685K -$37.8K -664 -5%
WPC
518
Wedmont Private Capital
Pennsylvania
$683K +$7.17K +126 +1%
BCM
519
Becker Capital Management
Oregon
$678K +$671K +11,799 New
PSP
520
Principal Street Partners
Tennessee
$674K -$18.7K -329 -3%
AS
521
Altshuler Shaham
Israel
$653K -$36.4K -640 -5%
BBHC
522
Brown Brothers Harriman & Co
New York
$644K -$22.9K -402 -3%
GIA
523
Gladstone Institutional Advisory
Florida
$642K +$636K +11,177 New
LSA
524
Leonteq Securities AG
Switzerland
$632K +$626K +11,009 New
FHA
525
Flagship Harbor Advisors
Massachusetts
$632K +$5.69K +100 +0.9%

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.