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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 %
DWM
601
Dogwood Wealth Management
Kansas
$431K +$431K +7,477 New
BP
602
Ballentine Partners
Massachusetts
$429K +$91.9K +1,596 +27%
CMI
603
Clare Market Investments
Texas
$425K -$403K -6,995 -49%
HCM
604
Hollencrest Capital Management
California
$425K +$2.13K +37 +0.5%
CW
605
CreativeOne Wealth
Kansas
$421K -$16.7K -289 -4%
KWM
606
KFG Wealth Management
Indiana
$421K -$6.11K -106 -1%
EB
607
Eastern Bank
Massachusetts
$421K – – –
AIM
608
Aigen Investment Management
New York
$420K +$420K +7,293 New
CM
609
Capula Management
Cayman Islands
$418K +$418K +7,259 New
QCG
610
Quadrant Capital Group
Ohio
$416K -$14.3K -248 -3%
NP
611
NorthRock Partners
Minnesota
$416K +$416K +7,216 New
AP
612
Americana Partners
Texas
$413K +$155K +4,139 +60%
FHA
613
First Horizon Advisors
Tennessee
$411K +$57.5K +998 +16%
FNBOH
614
First National Bank of Hutchinson
Kansas
$411K -$3.11K -54 -0.8%
ECM
615
Evergreen Capital Management
Washington
$403K -$12.9K -224 -3%
BA
616
Bristlecone Advisors
Washington
$399K -$73.7K -1,280 -16%
PTC
617
Petrus Trust Company
Texas
$394K +$394K +6,835 New
UM
618
UniSuper Management
Australia
$394K +$71K +1,232 +22%
MYIA
619
Mount Yale Investment Advisors
Colorado
$387K +$64.2K +1,115 +20%
NAM
620
NorthCrest Asset Manangement
Minnesota
$384K +$18.9K +328 +5%
ECM
621
Elgethun Capital Management
South Dakota
$384K – – –
STA
622
Summit Trail Advisors
New York
$384K +$41.7K +724 +12%
MOS
623
MGO One Seven
Ohio
$384K +$47.9K +831 +14%
TPWA
624
TRUE Private Wealth Advisors
Oregon
$382K +$110K +1,912 +40%
AR
625
Apeiron RIA
Texas
$382K -$4.95K -86 -1%
23 24
25
26 27