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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
JF
526
JSF Financial
California
$628K +$7.45K +131 +1%
RWM
527
Ritholtz Wealth Management
New York
$627K -$5.8K -102 -0.9%
CCM
528
Coldstream Capital Management
Washington
$624K +$8.25K +145 +1%
WI
529
Wahed Invest
New York
$618K +$80.2K +1,411 +15%
MA
530
Modus Advisors
Minnesota
$617K -$13K -228 -2%
MAS
531
Meeder Advisory Services
Ohio
$615K +$47.5K +836 +8%
HSA
532
HBK Sorce Advisory
Pennsylvania
$613K +$1.42K +25 +0.2%
FFS
533
Founders Financial Securities
Maryland
$606K +$6.2K +109 +1%
PFWA
534
Paces Ferry Wealth Advisors
Georgia
$606K -$2.67K -47 -0.4%
QT
535
Quantbot Technologies
New York
$605K +$530K +9,317 +770%
LSAG
536
Lake Street Advisors Group
New Hampshire
$604K -$12.2K -214 -2%
FAIM
537
Financial Advocates Investment Management
Washington
$602K -$3.58K -63 -0.6%
RFP
538
Root Financial Partners
California
$592K +$41.7K +734 +8%
PHIC
539
Pine Haven Investment Counsel
Massachusetts
$587K
IIA
540
IPG Investment Advisors
California
$582K +$576K +10,125 New
CC
541
Centiva Capital
New York
$578K +$572K +10,061 New
MFS
542
Monetta Financial Services
Illinois
$574K
FMAEN1
543
Fund Management at Engine No 1
California
$571K +$40.3K +709 +8%
AWM
544
Aries Wealth Management
Maine
$557K
CCA
545
Checchi Capital Advisers
California
$555K -$115K -2,030 -17%
HBT
546
Heartland Bank & Trust
Illinois
$553K -$53.6K -942 -9%
PWPS
547
Pinnacle Wealth Planning Services
Ohio
$552K -$37.2K -654 -6%
CG
548
Caprock Group
Idaho
$549K -$122K -2,150 -18%
SWP
549
Stratos Wealth Partners
Ohio
$543K +$121K +2,122 +29%
CPC
550
Cookson Peirce & Co
Pennsylvania
$525K -$57 -1 -0%

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.