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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
AR
601
Apeiron RIA
Texas
$370K +$12.9K +227 +4%
KWM
602
KFG Wealth Management
Indiana
$370K +$147K +2,576 +67%
QCG
603
Quadrant Capital Group
Ohio
$369K -$31.1K -546 -8%
NAM
604
NorthCrest Asset Manangement
Minnesota
$368K -$40.8K -717 -10%
MOS
605
MGO One Seven
Ohio
$361K -$51.1K -899 -13%
GL
606
Graypoint LLC
New York
$358K +$48.5K +853 +16%
AFT
607
Alpha Family Trust
California
$353K
AIM
608
Aspen Investment Management
Michigan
$353K -$3.19K -56 -0.9%
MG
609
Mather Group
Illinois
$353K +$52.9K +930 +18%
STA
610
Summit Trail Advisors
New York
$351K +$348K +6,119 New
SIC
611
SJS Investment Consulting
Ohio
$347K +$341K +5,999 +13,331%
CFSG
612
Clark Financial Services Group
Missouri
$345K -$6.03K -106 -2%
WJWM
613
Williams Jones Wealth Management
New York
$345K
SIA
614
Strategic Investment Advisors
Michigan
$341K +$19.7K +347 +6%
GRP
615
Global Retirement Partners
California
$338K -$24.2K -425 -7%
MCM
616
MAI Capital Management
Ohio
$337K +$33.5K +589 +11%
BP
617
Ballentine Partners
Massachusetts
$336K +$31.7K +558 +11%
CI
618
Conning Inc
Connecticut
$335K -$324K -5,694 -49%
HFM
619
Hartford Funds Management
Pennsylvania
$334K +$40.6K +714 +14%
CTC
620
Central Trust Company
Missouri
$331K -$10.2K -180 -3%
CAMG
621
CWA Asset Management Group
Florida
$326K +$66.2K +1,164 +26%
JAG
622
Journey Advisory Group
Kentucky
$326K +$13.5K +238 +4%
MYIA
623
Mount Yale Investment Advisors
Colorado
$324K +$320K +5,632 New
PTC
624
Private Trust Company
Ohio
$322K +$3.87K +68 +1%
CMBA
625
C.M. Bidwell & Associates
Hawaii
$322K +$319K +5,609 New

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.