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Monster Beverage

557 hedge funds and large institutions have $20.9B invested in Monster Beverage in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 191 increasing their positions, 228 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less capital invested

Capital invested by funds: $21.3B → $20.9B (-$396M)

1.87% less ownership

Funds ownership: 131.36%129.49% (-1.9%)

2% less funds holding

Funds holding: 571557 (-14)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 228

17% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 65

37% less call options, than puts

Call options by funds: $86M | Put options by funds: $137M

Holders
557
Holders Change
-14
Holders Change %
-2.45%
% of All Funds
12.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
54
Increased
191
Reduced
228
Closed
65
Calls
$86M
Puts
$137M
Net Calls
-$50.8M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
601
Integrated Investment Consultants
Michigan
-$124K -4,336 Closed
HFP
602
Holistic Financial Partners
Indiana
-$89K -3,106 Closed
CSS
603
Cubist Systematic Strategies
Connecticut
-$60K -2,092 Closed
C
604
Cerebellum
California
-$51K -1,782 Closed
WDL
605
Well Done LLC
Michigan
-$40K -1,398 Closed
SWP
606
Stratos Wealth Partners
Ohio
-$32K -1,110 Closed
PHK
607
Point72 Hong Kong
Hong Kong
-$30K -1,034 Closed
NIM
608
NuWave Investment Management
New Jersey
-$18.5K -686 -98%
CCA
609
Clearwater Capital Advisors
Illinois
-$14K -504 Closed
CIM
610
Contravisory Investment Management
Massachusetts
-$13K -466 Closed
MWM
611
MinichMacGregor Wealth Management
New York
-$8K -314 Closed
DBT
612
Dubuque Bank & Trust
Iowa
-$7.13K -264 -95%
FCAG
613
First Capital Advisors Group
New Jersey
-$7K -230 Closed
CIP
614
Convergence Investment Partners
Florida
-$6K -222 Closed
PO
615
Private Ocean
California
-$4K -166 Closed
IBOK
616
Independence Bank of Kentucky
Kentucky
-$3K -106 Closed
AWA
617
Acorn Wealth Advisors
Michigan
-$3K -96 Closed
PVH
618
Psagot Value Holdings
Israel
-$2K -80 Closed
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -44 Closed
MGIA
620
Moneta Group Investment Advisors
Missouri
-$1K -34 Closed
TC
621
Trilogy Capital
California
+$432 +16 New

MNST Hedge Fund Activity: Q2 2018 in Review

557 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2018, worth a combined $20.9B — down 1.9% from $21.3B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of MNST and 54 opened new positions — a net loss of 11 holders — while 228 trimmed existing stakes and 191 added.

The largest buyer was Tybourne Capital Management, opening a new position worth an estimated $271M. The largest seller was Ameriprise, cutting an estimated $279M.

  • 557 institutional investors held Monster Beverage (MNST) as of Q2 2018, down from 571 in Q1 2018.
  • Funds reported $20.9B of Monster Beverage stock for Q2 2018, down 1.9% quarter-over-quarter.
  • 54 funds opened new Monster Beverage positions in Q2 2018 and 65 closed out, a net change of -11 holders.
  • The largest Monster Beverage buyer in Q2 2018 was Tybourne Capital Management, an estimated $271M added.
  • The largest Monster Beverage seller in Q2 2018 was Ameriprise, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2018.