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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 %
KWA
526
Kingswood Wealth Advisors
California
$707K +$149K +2,586 +27%
PS
527
Principal Securities
Iowa
$706K +$706K +12,262 New
TG
528
TCW Group
California
$706K +$706K +12,300 New
LFA
529
Legacy Financial Advisors
Kentucky
$698K +$74.3K +1,289 +12%
AIM
530
Acropolis Investment Management
Missouri
$693K -$8.64K -150 -1%
KIA
531
Knollwood Investment Advisory
Maryland
$681K +$681K +11,828 New
AIM
532
Achmea Investment Management
Netherlands
$679K – – –
SPA
533
Sherbrooke Park Advisers
New York
$675K -$2.03M -35,315 -75%
BBA
534
Baader Bank Aktiengesellschaft
Germany
$671K -$21K -367 -3%
Public Sector Pension Investment Board (PSP Investments)
535
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$670K -$3.92M -68,043 -85%
VEA
536
Virtus ETF Advisers
New York
$669K -$71.1K -1,235 -10%
ACM
537
AlphaStar Capital Management
North Carolina
$666K +$127K +2,208 +24%
PPC
538
Park Place Capital
Alabama
$657K -$51.2K -888 -7%
MAS
539
Meeder Advisory Services
Ohio
$650K -$6.91K -120 -1%
FCA
540
Fortis Capital Advisors
Kansas
$648K +$648K +11,246 New
LAM
541
LECAP Asset Management
United Kingdom
$636K +$636K +11,044 New
WA
542
Wealth Alliance
New York
$635K -$98.3K -1,706 -13%
LSAG
543
Lake Street Advisors Group
New Hampshire
$631K +$7.66K +133 +1%
PSP
544
Principal Street Partners
Tennessee
$626K -$6.91K -120 -1%
HSA
545
HBK Sorce Advisory
Pennsylvania
$621K +$19.2K +333 +3%
SWP
546
Stratos Wealth Partners
Ohio
$611K -$26.6K -461 -4%
RWM
547
Ritholtz Wealth Management
New York
$611K -$10.8K -187 -2%
PWG
548
Portside Wealth Group
Utah
$606K +$48.5K +841 +9%
SCM
549
Stevens Capital Management
Pennsylvania
$592K +$592K +10,272 New
HFM
550
Harvest Fund Management
China
$590K +$51.7K +900 +10%
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