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Monster Beverage
MNST

Overview Fund Activity

959 hedge funds and large institutions have $39.4B invested in Monster Beverage in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 350 increasing their positions, 330 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+60
Holders Change %
+6.67%
% of All Funds
14.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
149
Increased
350
Reduced
330
Closed
77
Calls
$211M
Puts
$298M
Net Calls
-$86.8M
Net Calls Change
-$72.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$853M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$240M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$174M
5
Deutsche Bank
Deutsche Bank
Germany
+$149M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$145M
3
Capital World Investors
Capital World Investors
California
-$111M
4
Renaissance Technologies
Renaissance Technologies
New York
-$99.2M
5
Invesco
Invesco
Georgia
-$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
576
Cetera Advisors
Colorado
$518K +$155K +2,683 +42%
GFS
577
GYL Financial Synergies
Connecticut
$512K +$3.98K +69 +0.8%
HWM
578
HB Wealth Management
Georgia
$509K -$75.8K -1,316 -13%
PWPS
579
Pinnacle Wealth Planning Services
Ohio
$502K -$8.81K -153 -2%
PTC
580
Private Trust Company
Ohio
$500K +$173K +2,996 +53%
NFC
581
Northeast Financial Consultants
Connecticut
$498K – – –
SAM
582
Strategy Asset Managers
California
$494K -$72.9K -1,265 -13%
VFA
583
Valeo Financial Advisors
Indiana
$492K -$78.7K -1,366 -14%
FNBSF
584
First National Bank Sioux Falls
South Dakota
$485K – – –
Luther King Capital Management (LKCM)
585
Luther King Capital Management (LKCM)
Texas
$484K -$8.7K -151 -2%
PHIC
586
Pine Haven Investment Counsel
Massachusetts
$482K – – –
VWM
587
Vivid Wealth Management
Iowa
$478K +$478K +8,290 New
GI
588
GAMMA Investing
California
$470K +$470K +8,545 New
ARC
589
Advisor Resource Council
Texas
$470K +$470K +8,158 New
CI
590
Cigna Investments
Connecticut
$464K – – –
GRP
591
Global Retirement Partners
California
$462K +$21.8K +375 +5%
FMB
592
Field & Main Bank
Kentucky
$461K – – –
PAI
593
Pittenger & Anderson Inc
Nebraska
$459K +$312K +5,415 +212%
SFG
594
SevenBridge Financial Group
Pennsylvania
$453K +$187K +3,250 +71%
IA
595
Inspire Advisors
Idaho
$448K -$483K -8,389 -52%
PI
596
PFG Investments
New York
$447K +$11.5K +199 +3%
P
597
&Partners
Tennessee
$446K +$72.1K +1,252 +19%
SIA
598
Schechter Investment Advisors
Michigan
$440K +$49.2K +854 +13%
PIP
599
Peachtree Investment Partners
Florida
$435K – – –
DGAM
600
Desjardins Global Asset Management
Quebec, Canada
$435K +$6.05K +105 +1%
22 23
24
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