Monster Beverage
MNST
826 hedge funds and large institutions have $34.4B invested in Monster Beverage in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 258 increasing their positions, 301 reducing their positions, and 49 closing their positions.
208% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 49
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
12% more capital invested
Capital invested by funds: $30.8B → $34.4B (+$3.56B)
11% more funds holding
Funds holding: 742 → 826 (+84)
4.44% less ownership
Funds ownership: 134.56% → 130.12% (-4.4%)
14% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 301
29% less call options, than puts
Call options by funds: $171M | Put options by funds: $240M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$288M |
| 2 |
Barclays
London,
United Kingdom
|
+$98.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$98.4M |
| 4 |
BlackRock
New York
|
+$96.1M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$86.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$379M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$246M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$214M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$185M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$181M |
MNST Hedge Fund Activity: Q4 2022 in Review
826 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2022, worth a combined $34.4B — up 12% from $30.8B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new MNST positions and 49 closed out — a net gain of 102 holders — while 258 added to existing stakes and 301 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $288M. The largest seller was Janus Henderson Group, cutting an estimated $379M.
- 826 institutional investors held Monster Beverage (MNST) as of Q4 2022, up from 742 in Q3 2022.
- Funds reported $34.4B of Monster Beverage stock for Q4 2022, up 12% quarter-over-quarter.
- 151 funds opened new Monster Beverage positions in Q4 2022 and 49 closed out, a net change of +102 holders.
- The largest Monster Beverage buyer in Q4 2022 was JP Morgan Chase, an estimated $288M added.
- The largest Monster Beverage seller in Q4 2022 was Janus Henderson Group, an estimated $379M sold.
Based on aggregated 13F filings for Q4 2022.