We are live on ! Find out more
MNST icon

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
CFSG
526
Clark Financial Services Group
Missouri
$262K +$277K +6,022 New
WJWM
527
Williams Jones Wealth Management
New York
$261K -$3.69K -80 -1%
AFM
528
Andesa Financial Management
Pennsylvania
$257K +$276 +6 +0.1%
SA
529
Syntax Advisors
New York
$257K +$2.21K +48 +0.8%
VCG
530
Vantage Consulting Group
Virginia
$257K +$2.21K +48 +0.8%
RB
531
Renasant Bank
Mississippi
$256K -$24.1K -524 -8%
CA
532
Commerzbank Aktiengesellschaft
Germany
$252K
AIM
533
Anchor Investment Management
South Carolina
$249K -$5.53K -120 -2%
TF
534
TIAA FSB
Florida
$247K +$14K +304 +6%
ZCA
535
Zeke Capital Advisors
Pennsylvania
$245K -$92 -2 -0%
WWM
536
Western Wealth Management
Colorado
$244K +$257K +5,580 New
VWM
537
Venturi Wealth Management
Texas
$243K -$204K -4,424 -44%
BPM
538
Bowling Portfolio Management
Ohio
$241K
NW
539
Naviter Wealth
Arkansas
$235K +$11.7K +254 +5%
BBNA
540
Bremer Bank National Association
Minnesota
$234K -$84.2K -1,828 -25%
PI
541
PGGM Investments
Netherlands
$233K +$247K +5,360 New
MWM
542
Mission Wealth Management
California
$231K +$3.32K +72 +1%
QAM
543
Q3 Asset Management
Michigan
$231K +$245K +5,320 New
RCAG
544
Rehmann Capital Advisory Group
Michigan
$230K +$243K +5,280 New
CSIC
545
Clifford Swan Investment Counsel
California
$228K
MWM
546
Meridian Wealth Management
Kentucky
$226K +$23K +500 +11%
AMR
547
Asset Management Resources
Massachusetts
$225K +$5.81K +126 +2%
William Blair & Company
548
William Blair & Company
Illinois
$224K +$10.7K +232 +5%
IWA
549
Icon Wealth Advisors
Texas
$224K +$237K +5,146 New
TWC
550
TD Waterhouse Canada
Ontario, Canada
$223K -$42.8K -928 -16%

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.