We are live on ! Find out more
MNST icon

Monster Beverage

557 hedge funds and large institutions have $20.9B invested in Monster Beverage in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 191 increasing their positions, 228 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $21.3B → $20.9B (-$396M)

1.87% less ownership

Funds ownership: 131.36%129.49% (-1.9%)

2% less funds holding

Funds holding: 571557 (-14)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 228

17% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 65

37% less call options, than puts

Call options by funds: $86M | Put options by funds: $137M

Holders
557
Holders Change
-14
Holders Change %
-2.45%
% of All Funds
12.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
54
Increased
191
Reduced
228
Closed
65
Calls
$86M
Puts
$137M
Net Calls
-$50.8M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
B
526
Bridgeworth
Alabama
$5K +$5.13K +190 New
AIM
527
Advantage Investment Management
Iowa
$4K
CCM
528
Cribstone Capital Management
Maine
$4K
FANJ
529
Financial Architects (New Jersey)
New Jersey
$4K
OC
530
Oakworth Capital
Alabama
$4K
OFW
531
Omnia Family Wealth
Florida
$4K
QCG
532
Quadrant Capital Group
Ohio
$4K
CWM
533
Cedar Wealth Management
California
$4K +$3.35K +124 New
KL
534
KWMG LLC
Kansas
$4K +$4.16K +154 New
LF
535
Lee Financial
Texas
$3K -$1.46K -54 -38%
GWS
536
Glassman Wealth Services
Virginia
$3K -$540 -20 -15%
CHP
537
Cable Hill Partners
Oregon
$3K
LWCFA
538
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
TIM
539
Tortoise Investment Management
New York
$3K
VNA
540
Valley National Advisers
Pennsylvania
$3K +$2.65K +98 New
HCM
541
Hilton Capital Management
New York
$3K +$2.75K +102 New
PW
542
Price Wealth
Texas
$3K +$2.75K +102 New
CWA
543
Clarus Wealth Advisors
Arizona
$3K +$3.08K +114 New
TFO
544
Tarbox Family Office
California
$2K -$1.24K -46 -43%
RFM
545
Royal Fund Management
Florida
$2K
TWA
546
TCI Wealth Advisors
Arizona
$2K
CFC
547
Coyle Financial Counsel
Illinois
$2K +$1.62K +60 New
CF
548
Centaurus Financial
California
$2K +$2.16K +80 New
SWA
549
Sutton Wealth Advisors
Florida
$1.6K +$1.51K +56 New
FEG
550
Financial Enhancement Group
Indiana
$1K -$205K -7,582 -99%

MNST Hedge Fund Activity: Q2 2018 in Review

557 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2018, worth a combined $20.9B — down 1.9% from $21.3B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of MNST and 54 opened new positions — a net loss of 11 holders — while 228 trimmed existing stakes and 191 added.

The largest buyer was Tybourne Capital Management, opening a new position worth an estimated $271M. The largest seller was Ameriprise, cutting an estimated $279M.

  • 557 institutional investors held Monster Beverage (MNST) as of Q2 2018, down from 571 in Q1 2018.
  • Funds reported $20.9B of Monster Beverage stock for Q2 2018, down 1.9% quarter-over-quarter.
  • 54 funds opened new Monster Beverage positions in Q2 2018 and 65 closed out, a net change of -11 holders.
  • The largest Monster Beverage buyer in Q2 2018 was Tybourne Capital Management, an estimated $271M added.
  • The largest Monster Beverage seller in Q2 2018 was Ameriprise, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2018.