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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
NICM
576
Neo Ivy Capital Management
New York
$447K +$443K +7,788 New
PI
577
PFG Investments
New York
$441K +$140K +2,462 +47%
William Blair & Company
578
William Blair & Company
Illinois
$439K +$36.8K +647 +9%
MYAM
579
Meiji Yasuda Asset Management
Japan
$434K
PIP
580
Peachtree Investment Partners
Florida
$434K +$430K +7,554 New
SICM
581
Sustainable Insight Capital Management
New York
$425K -$347K -6,100 -45%
ECM
582
Evergreen Capital Management
Washington
$425K +$10.9K +191 +3%
HCM
583
Hollencrest Capital Management
California
$422K
CANY
584
Caxton Associates (New York)
New York
$420K -$1.76M -30,983 -81%
EB
585
Eastern Bank
Massachusetts
$420K
HWM
586
HB Wealth Management
Georgia
$409K +$46.5K +818 +13%
IPAM
587
ICICI Prudential Asset Management
India
$409K +$24.7K +435 +7%
FNBOH
588
First National Bank of Hutchinson
Kansas
$397K +$1.99K +35 +0.5%
AG
589
Ascent Group
Virginia
$396K -$49.4K -868 -11%
ECM
590
Everence Capital Management
Indiana
$394K
UH
591
Unigestion Holding
Switzerland
$390K -$56.9K -1,000 -13%
SIA
592
Schechter Investment Advisors
Michigan
$388K -$7.17K -126 -2%
VCM
593
Virtue Capital Management
Tennessee
$387K -$76.9K -1,352 -17%
CI
594
CX Institutional
Indiana
$385K +$4.04K +71 +1%
ECM
595
Elgethun Capital Management
South Dakota
$383K
SM
596
STF Management
Texas
$379K -$302K -5,309 -45%
VFA
597
Valeo Financial Advisors
Indiana
$378K -$8.76K -154 -2%
KA
598
Kintegral Advisory
New York
$376K
GBT
599
Grove Bank & Trust
Florida
$374K -$35.9K -632 -9%
P
600
&Partners
Tennessee
$373K +$13.1K +230 +4%

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.