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Monster Beverage

725 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 269 increasing their positions, 250 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+16
Holders Change %
+2.26%
% of All Funds
12.77%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
97
Increased
269
Reduced
250
Closed
75
Calls
$134M
Puts
$140M
Net Calls
-$6.3M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
601
Berman Capital Advisors
Georgia
$99K +$30.2K +664 +44%
SWM
602
Spire Wealth Management
Virginia
$98K +$98K +2,152 New
FHA
603
First Horizon Advisors
Tennessee
$87K +$6.64K +148 +8%
GAM
604
Gemmer Asset Management
California
$81K +$54.7K +1,200 +208%
AIM
605
Anchor Investment Management
South Carolina
$79.5K +$2.46K +54 +3%
CI
606
CX Institutional
Indiana
$76K +$16K +352 +27%
SFSIG
607
San Francisco Sentry Investment Group
California
$72K +$19.7K +430 +38%
RE
608
RBC Europe
United Kingdom
$70.1K +$19.6K +430 +39%
SOW
609
State of Wyoming
Wyoming
$67K +$67K +1,470 New
NR
610
Newfound Research
Massachusetts
$66K -$62.9K -1,392 -49%
AA
611
AlphaCentric Advisors
Puerto Rico
$62K -$2.09K -46 -3%
WP
612
WealthShield Partners
North Carolina
$62K +$62K +1,372 New
LAM
613
Lountzis Asset Management
Pennsylvania
$60.4K
Jones Financial Companies
614
Jones Financial Companies
Missouri
$60K +$60K +1,308 New
NFG
615
Next Financial Group
Texas
$59K +$916 +20 +2%
PCG
616
Private Capital Group
Connecticut
$59K +$7.23K +160 +14%
GWS
617
Glassman Wealth Services
Virginia
$57K -$15.6K -344 -22%
RWG
618
Regal Wealth Group
California
$55K
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$55K
GLLW
620
Graves Light Lenhart Wealth
Virginia
$54K
WT
621
Whittier Trust
California
$53K -$456 -10 -0.9%
SQA
622
Simon Quick Advisors
New Jersey
$47K
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$47K +$47K +1,036 New
FMB
624
Field & Main Bank
Kentucky
$46K -$9.2K -200 -17%
OIA
625
Optimum Investment Advisors
Illinois
$46K