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Monster Beverage
MNST

584 hedge funds and large institutions have $17.5B invested in Monster Beverage in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 184 increasing their positions, 246 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $63.1M

0.67% less ownership

Funds ownership: 130.6% → 129.93% (-0.67%)

6% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 89

2% less funds holding

Funds holding: 593 → 584 (-9)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

17% less capital invested

Capital invested by funds: $21B → $17.5B (-$3.55B)

25% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 246

Holders
584
Holders Change
-9
Holders Change %
-1.52%
% of All Funds
13.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
84
Increased
184
Reduced
246
Closed
89
Calls
$70.5M
Puts
$63.1M
Net Calls
+$7.33M
Net Calls Change
+$32M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$226M
2
Renaissance Technologies
Renaissance Technologies
New York
+$174M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$141M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$108M
5
UIM
USS Investment Management
United Kingdom
+$104M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$408M
2
Jennison Associates
Jennison Associates
New York
-$148M
3
WRF
Waddell & Reed Financial
Kansas
-$105M
4
Two Sigma Investments
Two Sigma Investments
New York
-$90.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$76.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
601
Pacer Advisors
Pennsylvania
– -$2.54M -87,122 Closed
DF
602
Donoghue Forlines
Massachusetts
– -$2.53M -86,680 Closed
QIM
603
Quantitative Investment Management
Virginia
– -$2.08M -71,400 Closed
CWM
604
Cornerstone Wealth Management
Missouri
– -$607K -67,246 Closed
TEE
605
Tibra Equities Europe
United Kingdom
– -$1.6M -55,080 Closed
3C
606
361 Capital
Colorado
– -$1.48M -50,788 Closed
OAM
607
Oxford Asset Management
United Kingdom
– -$1.41M -48,372 Closed
CCA
608
Catalyst Capital Advisors
New York
– -$1.38M -47,400 Closed
CC
609
Cipher Capital
New York
– -$1.27M -43,458 Closed
Simplex Trading
610
Simplex Trading
Illinois
– -$1.15M -42,492 Closed
QC
611
Quadrature Capital
United Kingdom
– -$1.13M -38,804 Closed
LMGAM
612
Liberty Mutual Group Asset Management
Massachusetts
– -$957K -32,838 Closed
OI
613
Oakbrook Investments
Illinois
– -$918K -31,500 Closed
SLAM
614
Swiss Life Asset Management
– -$911K -31,278 Closed
AGA
615
Accuvest Global Advisors
Utah
– -$752K -25,816 Closed
VLC
616
Van Leeuwen & Company
New Jersey
– -$670K -22,988 Closed
CCM
617
Cadence Capital Management
Massachusetts
– -$661K -22,698 Closed
RCG
618
Rock Creek Group
District of Columbia
– -$655K -22,480 Closed
MSE
619
MUFG Securities EMEA
United Kingdom
– -$629K -21,570 Closed
HR
620
Howe & Rusling
New York
– -$612K -21,000 Closed
NFA
621
Nuveen Fund Advisors
Illinois
– -$594K -20,376 Closed
PIMJS
622
PKO Investment Management Joint-Stock
Poland
– -$525K -18,000 Closed
SSA
623
Schonfeld Strategic Advisors
New York
– -$490K -16,800 Closed
PCM
624
Penserra Capital Management
California
– -$402K -13,800 Closed
OC
625
Oppenheimer & Co
New York
– -$317K -10,876 Closed
23 24
25
26 27

MNST Hedge Fund Activity: Q4 2018 in Review

584 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2018, worth a combined $17.5B — down 17% from $21B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of MNST and 84 opened new positions — a net loss of 5 holders — while 246 trimmed existing stakes and 184 added.

The largest buyer was AllianceBernstein, adding an estimated $226M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 584 institutional investors held Monster Beverage (MNST) as of Q4 2018, down from 593 in Q3 2018.
  • Funds reported $17.5B of Monster Beverage stock for Q4 2018, down 17% quarter-over-quarter.
  • 84 funds opened new Monster Beverage positions in Q4 2018 and 89 closed out, a net change of -5 holders.
  • The largest Monster Beverage buyer in Q4 2018 was AllianceBernstein, an estimated $226M added.
  • The largest Monster Beverage seller in Q4 2018 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q4 2018.