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Monster Beverage
MNST

Overview Fund Activity

959 hedge funds and large institutions have $39.4B invested in Monster Beverage in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 350 increasing their positions, 330 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+60
Holders Change %
+6.67%
% of All Funds
14.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
149
Increased
350
Reduced
330
Closed
77
Calls
$211M
Puts
$298M
Net Calls
-$86.8M
Net Calls Change
-$72.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$853M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$240M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$174M
5
Deutsche Bank
Deutsche Bank
Germany
+$149M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$145M
3
Capital World Investors
Capital World Investors
California
-$111M
4
Renaissance Technologies
Renaissance Technologies
New York
-$99.2M
5
Invesco
Invesco
Georgia
-$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
501
AlphaQuest
New York
$840K +$840K +14,576 New
OIA
502
OneDigital Investment Advisors
Kansas
$839K +$62.3K +1,081 +8%
ASN
503
Advisory Services Network
Georgia
$835K -$21.9K -381 -3%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$831K +$68.9K +1,196 +9%
BFG
505
Bleakley Financial Group
New Jersey
$816K -$25.8K -448 -3%
BCV
506
Banque Cantonale Vaudoise
Switzerland
$810K -$782K -13,569 -49%
RC
507
Roundview Capital
New Jersey
$808K +$808K +14,017 New
CCM
508
Coldstream Capital Management
Washington
$798K +$184K +3,187 +30%
LSPW
509
Lake Street Private Wealth
Illinois
$796K +$796K +13,814 New
ECU
510
Eisler Capital (US)
New York
$789K -$576K -10,000 -42%
HAG
511
HighPoint Advisor Group
Illinois
$772K +$772K +13,068 New
P
512
Pitcairn
Pennsylvania
$771K -$8.81K -153 -1%
IIC
513
Ironwood Investment Counsel
Arizona
$768K -$31.5K -547 -4%
CC
514
Centiva Capital
New York
$761K -$1.66M -28,728 -68%
FAIM
515
Financial Advocates Investment Management
Washington
$760K +$242K +4,204 +47%
BBHC
516
Brown Brothers Harriman & Co
New York
$755K -$20.6K -358 -3%
ATPW
517
Ashton Thomas Private Wealth
Arizona
$754K -$4.67K -81 -0.6%
SACTSONJ
518
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$749K -$288K -5,000 -28%
GDP
519
Great Diamond Partners
Maine
$742K +$115 +2 +0%
IIA
520
IPG Investment Advisors
California
$737K +$27.9K +484 +4%
1W
521
1776 Wealth
Georgia
$734K – – –
WPC
522
Wedmont Private Capital
Pennsylvania
$728K -$4.87K -84 -0.7%
SF
523
Synovus Financial
Georgia
$720K +$749 +13 +0.1%
APWM
524
Argonautica Private Wealth Management
Massachusetts
$717K – – –
GIS
525
Grayhawk Investment Strategies
Alberta, Canada
$713K +$713K +12,378 New
19 20
21
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