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Monster Beverage
MNST

584 hedge funds and large institutions have $17.5B invested in Monster Beverage in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 184 increasing their positions, 246 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $63.1M

0.67% less ownership

Funds ownership: 130.6% → 129.93% (-0.67%)

6% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 89

2% less funds holding

Funds holding: 593 → 584 (-9)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

17% less capital invested

Capital invested by funds: $21B → $17.5B (-$3.55B)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 246

Holders
584
Holders Change
-9
Holders Change %
-1.52%
% of All Funds
13.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
84
Increased
184
Reduced
246
Closed
89
Calls
$70.5M
Puts
$63.1M
Net Calls
+$7.33M
Net Calls Change
+$32M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$226M
2
Renaissance Technologies
Renaissance Technologies
New York
+$174M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$141M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$108M
5
UIM
USS Investment Management
United Kingdom
+$104M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$408M
2
Jennison Associates
Jennison Associates
New York
-$148M
3
WRF
Waddell & Reed Financial
Kansas
-$105M
4
Two Sigma Investments
Two Sigma Investments
New York
-$90.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$76.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
576
Trustmark National Bank Trust Department
Mississippi
$1K – – –
EFSCE
577
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$977 +36 New
FCB
578
First Command Bank
Texas
$1K +$1.52K +56 New
FCFS
579
First Command Financial Services
Texas
$1K +$1.52K +56 New
Lazard Asset Management
580
Lazard Asset Management
New York
$1K +$1.57K +58 New
SWA
581
Sutton Wealth Advisors
Florida
$591 -$869 -32 -57%
FCM
582
Frontier Capital Management
Massachusetts
– -$37.4M -1,283,240 Closed
MGM
583
Miura Global Management
New York
– -$29.1M -1,000,000 Closed
SI
584
Scout Investments
Missouri
– -$18.9M -647,974 Closed
MCM
585
Moore Capital Management
New York
– -$10.2M -350,000 Closed
SEC
586
Seven Eight Capital
New York
– -$9.91M -340,138 Closed
ADEF
587
Adams Diversified Equity Fund
Maryland
– -$9.16M -314,200 Closed
PP
588
Paloma Partners
Connecticut
– -$7.41M -254,172 Closed
OAC
589
OMERS Administration Corp
Ontario, Canada
– -$7.03M -241,200 Closed
EAM
590
EULAV Asset Management
Florida
– -$6.41M -220,000 Closed
CCM
591
Concourse Capital Management
Georgia
– -$6.02M -206,702 Closed
Capital Fund Management (CFM)
592
Capital Fund Management (CFM)
France
– -$4.65M -171,278 Closed
TI
593
TT International
United Kingdom
– -$4.5M -154,470 Closed
1832 Asset Management
594
1832 Asset Management
Ontario, Canada
– -$3.21M -114,156 Closed
NIMI
595
Natixis Investment Managers International
France
– -$3.06M -105,066 Closed
TF
596
TIAA FSB
Florida
– -$3.03M -103,952 Closed
Jane Street
597
Jane Street
New York
– -$2.72M -100,068 Closed
ECM
598
Element Capital Management
New York
– -$2.73M -93,534 Closed
KC
599
Kepos Capital
New York
– -$2.67M -91,600 Closed
Schroder Investment Management Group
600
Schroder Investment Management Group
United Kingdom
– -$2.67M -91,480 Closed
22 23
24
25 26

MNST Hedge Fund Activity: Q4 2018 in Review

584 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2018, worth a combined $17.5B — down 17% from $21B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of MNST and 84 opened new positions — a net loss of 5 holders — while 246 trimmed existing stakes and 184 added.

The largest buyer was AllianceBernstein, adding an estimated $226M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 584 institutional investors held Monster Beverage (MNST) as of Q4 2018, down from 593 in Q3 2018.
  • Funds reported $17.5B of Monster Beverage stock for Q4 2018, down 17% quarter-over-quarter.
  • 84 funds opened new Monster Beverage positions in Q4 2018 and 89 closed out, a net change of -5 holders.
  • The largest Monster Beverage buyer in Q4 2018 was AllianceBernstein, an estimated $226M added.
  • The largest Monster Beverage seller in Q4 2018 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q4 2018.