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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
TFGT
576
TS Financial Group (TSFG)
Illinois
$7K +$7.41K +260 New
WEC
577
Winslow Evans & Crocker
Massachusetts
$6K -$17.1K -600 -75%
FC
578
Ferris Capital
Massachusetts
$6K
LFA
579
Legacy Financial Advisors
Kentucky
$6K
PCIA
580
Prime Capital Investment Advisors
Kansas
$6K +$6.56K +230 New
TCOV
581
Trust Company of Vermont
Vermont
$5K -$1.2K -42 -20%
CI
582
CX Institutional
Indiana
$5K +$4.73K +166 New
GEA
583
Glen Eagle Advisors
New Jersey
$4.09K
AIM
584
Advantage Investment Management
Iowa
$4K
FANJ
585
Financial Architects (New Jersey)
New Jersey
$4K
MSA
586
Marino Stram & Associates
Massachusetts
$4K +$171 +6 +5%
FNB
587
Farmers National Bank
Kentucky
$4K +$4.16K +146 New
LWA
588
Lenox Wealth Advisors
New York
$3K
OFW
589
Omnia Family Wealth
Florida
$3K
SWP
590
Strategic Wealth Partners
Ohio
$3K
TIM
591
Tortoise Investment Management
New York
$3K
VNA
592
Valley National Advisers
Pennsylvania
$3K
BMM
593
Buffington Mohr McNeal
Idaho
$3K +$2.85K +100 New
AA
594
Advisory Alpha
Michigan
$2.97K +$2.74K +96 New
SWA
595
Sutton Wealth Advisors
Florida
$2.24K +$1.65K +58 +242%
TWA
596
TCI Wealth Advisors
Arizona
$2K -$342 -12 -14%
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
EFSCE
598
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.25K +44 +122%
ST
599
Sageworth Trust
Pennsylvania
$2K +$2.34K +82 New
FEG
600
Financial Enhancement Group
Indiana
$1K

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.