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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
ETC
551
Exchange Traded Concepts
Oklahoma
$524K -$302K -5,310 -37%
EFM
552
E Fund Management
China
$522K -$92.1K -1,619 -15%
DFCM
553
Dark Forest Capital Management
Puerto Rico
$519K +$409K +7,187 +390%
TWC
554
TD Waterhouse Canada
Ontario, Canada
$518K +$256K +4,495 +115%
CI
555
Cigna Investments
Connecticut
$518K
KI
556
Kapitalo Investimentos
Brazil
$516K +$510K +8,975 New
LFP
557
Leeward Financial Partners
Washington
$513K
GFS
558
GYL Financial Synergies
Connecticut
$506K -$3.07K -54 -0.6%
AIM
559
Acropolis Investment Management
Missouri
$505K -$15.9K -280 -3%
MWM
560
Meridian Wealth Management
Kentucky
$502K -$23.6K -415 -5%
CGL
561
Clarius Group LLC
Washington
$499K -$143K -2,518 -22%
NFC
562
Northeast Financial Consultants
Connecticut
$496K
Luther King Capital Management (LKCM)
563
Luther King Capital Management (LKCM)
Texas
$491K -$144K -2,527 -23%
FNBSF
564
First National Bank Sioux Falls
South Dakota
$484K
ACM
565
AlphaStar Capital Management
North Carolina
$478K +$14.1K +248 +3%
BA
566
Bristlecone Advisors
Washington
$472K -$293K -5,151 -39%
HFM
567
Harvest Fund Management
China
$471K +$228K +4,013 +96%
LFA
568
Legacy Financial Advisors
Kentucky
$471K +$37.9K +666 +9%
II
569
Inspire Investing
Idaho
$469K -$9.67K -170 -2%
QT
570
Quantamental Technologies
New York
$463K +$246K +4,318 +115%
FMB
571
Field & Main Bank
Kentucky
$459K
PWG
572
Portside Wealth Group
Utah
$456K +$451K +7,933 New
DGAM
573
Desjardins Global Asset Management
Quebec, Canada
$453K +$401K +7,047 +837%
AT
574
Arden Trust
Delaware
$451K -$452K -7,942 -50%
AWM
575
Apollon Wealth Management
South Carolina
$450K -$38.1K -670 -8%

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.