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Monster Beverage

728 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 271 increasing their positions, 251 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 76

2% more funds holding

Funds holding: 713728 (+15)

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 251

0.37% less ownership

Funds ownership: 128.46%128.09% (-0.37%)

2% less capital invested

Capital invested by funds: $31.5B → $30.8B (-$723M)

4% less call options, than puts

Call options by funds: $134M | Put options by funds: $140M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
728
Holders Change
+15
Holders Change %
+2.1%
% of All Funds
12.78%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
97
Increased
271
Reduced
251
Closed
76
Calls
$134M
Puts
$140M
Net Calls
-$6.3M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
551
OneDigital Investment Advisors
Kansas
$253K +$248K +5,546 New
IWP
552
Icon Wealth Partners
Texas
$251K -$1.43K -32 -0.6%
Voloridge Investment Management
553
Voloridge Investment Management
Florida
$251K +$247K +5,504 New
CAGAS
554
Capital Advisory Group Advisory Services
Minnesota
$247K +$30.6K +682 +14%
CMBA
555
C.M. Bidwell & Associates
Hawaii
$246K +$242K +5,410 New
GVAG
556
Great Valley Advisor Group
Delaware
$244K -$5.29K -118 -2%
DLA
557
Douglas Lane & Associates
New York
$244K
PA
558
Parallel Advisors
California
$234K +$18.5K +414 +9%
PSUF
559
People's United Financial
Connecticut
$233K +$13.9K +310 +6%
AC
560
Avestar Capital
New York
$229K +$6.63K +148 +3%
LOAME
561
Lombard Odier Asset Management (Europe)
United Kingdom
$229K +$225K +5,030 New
CIS
562
Capital International Sarl
California
$228K +$225K +5,014 New
CCG
563
Cypress Capital Group
Florida
$225K -$830K -18,526 -79%
TMAM
564
Tokio Marine Asset Management
Japan
$224K +$25.9K +578 +13%
OPS
565
Orion Portfolio Solutions
Nebraska
$224K +$220K +4,914 New
AFM
566
Andesa Financial Management
Pennsylvania
$220K -$1.43K -32 -0.7%
FI
567
Financial Insights
Washington
$219K
IFO
568
Independent Family Office
New York
$219K
MWC
569
MBM Wealth Consultants
Missouri
$213K
BDF
570
Balasa Dinverno & Foltz
$212K +$208K +4,646 New
CCA
571
Column Capital Advisors
Indiana
$210K
GPA
572
Garrison Point Advisors
California
$210K
HFM
573
Harvest Fund Management
China
$208K -$75.8K -1,692 -27%
GWM
574
GSB Wealth Management
Connecticut
$207K +$204K +4,544 New
CCB
575
Cutter & Co Brokerage
Missouri
$206K +$202K +4,516 New

MNST Hedge Fund Activity: Q1 2021 in Review

728 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2021, worth a combined $30.8B — down 2.3% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MNST positions and 76 closed out — a net gain of 21 holders — while 271 added to existing stakes and 251 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $222M. The largest seller was Renaissance Technologies, cutting an estimated $204M.

  • 728 institutional investors held Monster Beverage (MNST) as of Q1 2021, up from 713 in Q4 2020.
  • Funds reported $30.8B of Monster Beverage stock for Q1 2021, down 2.3% quarter-over-quarter.
  • 97 funds opened new Monster Beverage positions in Q1 2021 and 76 closed out, a net change of +21 holders.
  • The largest Monster Beverage buyer in Q1 2021 was Wellington Management Group, an estimated $222M added.
  • The largest Monster Beverage seller in Q1 2021 was Renaissance Technologies, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2021.