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Monster Beverage

606 hedge funds and large institutions have $19.9B invested in Monster Beverage in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 232 increasing their positions, 213 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

14% more capital invested

Capital invested by funds: $17.5B → $19.9B (+$2.42B)

4.95% more ownership

Funds ownership: 129.93%134.88% (+4.9%)

4% more funds holding

Funds holding: 584606 (+22)

9% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 213

52% less call options, than puts

Call options by funds: $91M | Put options by funds: $189M

Holders
606
Holders Change
+22
Holders Change %
+3.77%
% of All Funds
13.12%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
83
Increased
232
Reduced
213
Closed
52
Calls
$91M
Puts
$189M
Net Calls
-$97.9M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
C
551
Cerebellum
California
$17K -$63.3K -2,220 -78%
BFEC
552
Benjamin F. Edwards & Company
Missouri
$17K
SIC
553
Salem Investment Counselors
North Carolina
$17K +$17.1K +600 New
APW
554
Acima Private Wealth
Virginia
$16K +$4.05K +142 +31%
GWS
555
Glassman Wealth Services
Virginia
$16K +$13.6K +478 +419%
GAM
556
Gemmer Asset Management
California
$15K
MNBTD
557
Moody National Bank Trust Division
Texas
$15K
PB
558
Pinnacle Bancorp
Nebraska
$15K
KPW
559
Kore Private Wealth
New York
$15K +$11.5K +404 +277%
TFO
560
Tarbox Family Office
California
$14K +$1.48K +52 +11%
TC
561
Truvestments Capital
Florida
$13K +$13.7K +480 New
WTB
562
Washington Trust Bank
Washington
$13K +$13.7K +482 New
EARNEST Partners
563
EARNEST Partners
Georgia
$12K
AIA
564
Alera Investment Advisors
Illinois
$11K -$6.67K -234 -37%
CIA
565
CSat Investment Advisory
Michigan
$11K -$1.6K -56 -12%
ACS
566
Archford Capital Strategies
Illinois
$11K
LA
567
Legacy Advisors
Pennsylvania
$11K +$11.1K +388 New
GSWM
568
Golden State Wealth Management
California
$11K +$11.4K +400 New
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$10.2K
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$10K +$855 +30 +9%
CFGS
571
Concourse Financial Group Securities
Alabama
$9K -$11.4K -400 -53%
FA
572
Fortis Advisors
Pennsylvania
$8K
GWMIA
573
Global Wealth Management Investment Advisory
Florida
$8K
ST
574
Smithfield Trust
Pennsylvania
$8K +$2.74K +96 +47%
SQA
575
Simon Quick Advisors
New Jersey
$7K

MNST Hedge Fund Activity: Q1 2019 in Review

606 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2019, worth a combined $19.9B — up 14% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MNST positions and 52 closed out — a net gain of 31 holders — while 232 added to existing stakes and 213 trimmed.

The largest buyer was Man Group, adding an estimated $218M. The largest seller was Janus Henderson Group, cutting an estimated $191M.

  • 606 institutional investors held Monster Beverage (MNST) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $19.9B of Monster Beverage stock for Q1 2019, up 14% quarter-over-quarter.
  • 83 funds opened new Monster Beverage positions in Q1 2019 and 52 closed out, a net change of +31 holders.
  • The largest Monster Beverage buyer in Q1 2019 was Man Group, an estimated $218M added.
  • The largest Monster Beverage seller in Q1 2019 was Janus Henderson Group, an estimated $191M sold.

Based on aggregated 13F filings for Q1 2019.