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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
SS
626
Simplicity Solutions
Minnesota
– -$311K -10,662 Closed
CWM
627
Chesapeake Wealth Management
Virginia
– -$307K -10,524 Closed
GAMA
628
Graticule Asia Macro Advisors
New York
– -$291K -10,000 Closed
DCM
629
Donaldson Capital Management
Indiana
– -$287K -9,850 Closed
TAM
630
Tocqueville Asset Management
New York
– -$283K -9,700 Closed
IIM
631
Intact Investment Management
Quebec, Canada
– -$262K -9,000 Closed
GFP
632
Gryphon Financial Partners
Ohio
– -$262K -8,988 Closed
JT
633
Jump Trading
Illinois
– -$238K -8,162 Closed
VIA
634
Vident Investment Advisory
Georgia
– -$224K -7,700 Closed
JWBC
635
J.W. Burns & Co
New York
– -$215K -7,384 Closed
VAM
636
Visionary Asset Management
Texas
– -$215K -7,376 Closed
QC
637
QCM Cayman
Texas
– -$214K -7,346 Closed
HCM
638
Hollencrest Capital Management
California
– -$200K -7,340 Closed
Lido Advisors
639
Lido Advisors
California
– -$213K -7,336 Closed
WF
640
WoodTrust Financial
Wisconsin
– -$210K -7,200 Closed
PCM
641
Prelude Capital Management
New York
– -$207K -7,102 Closed
CCIA
642
Campbell & Co Investment Adviser
Maryland
– -$202K -6,948 Closed
LFAS
643
Level Four Advisory Services
Texas
– -$201K -6,890 Closed
APP
644
Avantax Planning Partners
Iowa
– -$129K -4,430 Closed
CPH
645
C Partners Holding
Switzerland
– -$114K -3,902 Closed
HFM
646
Harvest Fund Management
China
– -$111K -3,800 Closed
EDRH
647
Edmond de Rothschild Holding
Switzerland
– -$104K -3,570 Closed
MMG
648
Monetary Management Group
Missouri
– -$102K -3,500 Closed
CGT
649
Capital Guardian Trust
California
– -$93K -3,198 Closed
Capstone Investment Advisors
650
Capstone Investment Advisors
New York
– -$81.9K -3,018 Closed
23 24 25
26
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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.