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Monster Beverage

593 hedge funds and large institutions have $21B invested in Monster Beverage in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 180 increasing their positions, 234 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 43

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 557593 (+36)

1.11% more ownership

Funds ownership: 129.49%130.6% (+1.1%)

1% more capital invested

Capital invested by funds: $20.9B → $21B (+$157M)

23% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 234

24% less call options, than puts

Call options by funds: $79.4M | Put options by funds: $104M

Holders
593
Holders Change
+36
Holders Change %
+6.46%
% of All Funds
13.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
84
Increased
180
Reduced
234
Closed
43
Calls
$79.4M
Puts
$104M
Net Calls
-$24.7M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
526
Next Financial Group
Texas
$36K +$37.7K +1,252 New
RWG
527
Regal Wealth Group
California
$35K
WT
528
Whittier Trust
California
$34K
JA
529
JOYN Advisors
Georgia
$34K +$3.13K +104 +10%
ED
530
Exane Derivatives
France
$33.4K -$107K -3,556 -76%
PCG
531
Private Capital Group
Connecticut
$33K +$4.09K +136 +13%
RE
532
RBC Europe
United Kingdom
$31.5K
PCP
533
Proficio Capital Partners
Massachusetts
$31K -$241 -8 -0.7%
CBOA
534
Commonwealth Bank of Australia
Australia
$30K
MCM
535
Monument Capital Management
Virginia
$28K +$28.9K +962 New
TFA
536
Toth Financial Advisory
Virginia
$26K
SWP
537
Stratos Wealth Partners
Ohio
$26K +$27K +898 New
TG
538
TLP Group
Illinois
$26K +$27.3K +906 New
WIM
539
Westside Investment Management
California
$24K
WEC
540
Winslow Evans & Crocker
Massachusetts
$24K
GAM
541
Gemmer Asset Management
California
$23K
AA
542
Ancora Advisors
Ohio
$23K +$23.9K +794 New
ZB
543
Zions Bancorporation
Utah
$22K +$541 +18 +2%
BFEC
544
Benjamin F. Edwards & Company
Missouri
$21K -$16.2K -540 -43%
ASN
545
Advisory Services Network
Georgia
$21K
RFA
546
Reilly Financial Advisors
California
$20K
WAP
547
Wealthcare Advisory Partners
Pennsylvania
$20K
LCM
548
Laurion Capital Management
New York
$20K +$20.5K +682 New
PFBT
549
Parkside Financial Bank & Trust
Missouri
$18K +$662 +22 +4%
SIC
550
Salem Investment Counselors
North Carolina
$17K -$26.3K -876 -59%

MNST Hedge Fund Activity: Q3 2018 in Review

593 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2018, worth a combined $21B — up 0.75% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MNST positions and 43 closed out — a net gain of 41 holders — while 180 added to existing stakes and 234 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $279M. The largest seller was Jennison Associates, cutting an estimated $408M.

  • 593 institutional investors held Monster Beverage (MNST) as of Q3 2018, up from 557 in Q2 2018.
  • Funds reported $21B of Monster Beverage stock for Q3 2018, up 0.75% quarter-over-quarter.
  • 84 funds opened new Monster Beverage positions in Q3 2018 and 43 closed out, a net change of +41 holders.
  • The largest Monster Beverage buyer in Q3 2018 was Wellington Management Group, an estimated $279M added.
  • The largest Monster Beverage seller in Q3 2018 was Jennison Associates, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2018.