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Monster Beverage

772 hedge funds and large institutions have $32B invested in Monster Beverage in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

49% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 77

19% more capital invested

Capital invested by funds: $27B → $32B (+$5.08B)

4% more funds holding

Funds holding: 745772 (+27)

3.07% more ownership

Funds ownership: 127.62%130.69% (+3.1%)

3% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 275

32% less call options, than puts

Call options by funds: $195M | Put options by funds: $288M

Holders
772
Holders Change
+27
Holders Change %
+3.62%
% of All Funds
13.01%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
115
Increased
267
Reduced
275
Closed
77
Calls
$195M
Puts
$288M
Net Calls
-$92.8M
Net Calls Change
-$327M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
626
Cutler Group
California
$82K +$77.8K +1,788 New
MHR
627
Matthew Hamilton Rosenberg
$78K
SWM
628
Selective Wealth Management
Virginia
$74K +$69.6K +1,600 New
GWS
629
Glassman Wealth Services
Virginia
$73K +$3.04K +70 +5%
BCA
630
Bray Capital Advisors
Florida
$71K -$20.4K -470 -24%
EWA
631
EverSource Wealth Advisors
Alabama
$70K +$46K +1,058 +227%
PFS
632
Prospera Financial Services
Texas
$69K -$91K -2,092 -58%
PCG
633
Private Capital Group
Connecticut
$67K +$5.48K +126 +10%
HIIFS
634
Harel Insurance Investments & Financial Services
Israel
$66K -$161K -3,704 -72%
HNB
635
Huntington National Bank
Ohio
$60K -$1.74K -40 -3%
SC
636
SouthState Corp
Florida
$60K
PFBT
637
Parkside Financial Bank & Trust
Missouri
$60K +$1.39K +32 +3%
BC
638
Bartlett & Co
Ohio
$59K +$11.7K +268 +27%
CSPIA
639
Cary Street Partners Investment Advisory
Virginia
$59K +$55.2K +1,270 New
BCWM
640
Bartlett & Co Wealth Management
Ohio
$58.8K +$11.7K +268 +27%
CAC
641
Core Alternative Capital
Georgia
$58K +$10.8K +248 +25%
MCC
642
Money Concepts Capital
Florida
$56K -$9.05K -208 -15%
TFS
643
TrustCore Financial Services
Tennessee
$56K
WT
644
Whittier Trust
California
$56K +$2.17K +50 +4%
PFGIA
645
Patriot Financial Group Insurance Agency
Massachusetts
$55K -$1.91K -44 -4%
KFI
646
Key Financial Inc
Pennsylvania
$54K
JIR
647
James Investment Research
Ohio
$54K +$50.7K +1,166 New
CFO
648
CVA Family Office
Colorado
$51K +$25.7K +590 +117%
RE
649
RBC Europe
United Kingdom
$50K
ST
650
Smithfield Trust
Pennsylvania
$47K

MNST Hedge Fund Activity: Q2 2022 in Review

772 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2022, worth a combined $32B — up 19% from $27B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MNST positions and 77 closed out — a net gain of 38 holders — while 267 added to existing stakes and 275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $655M. The largest seller was First Trust Advisors, cutting an estimated $175M.

  • 772 institutional investors held Monster Beverage (MNST) as of Q2 2022, up from 745 in Q1 2022.
  • Funds reported $32B of Monster Beverage stock for Q2 2022, up 19% quarter-over-quarter.
  • 115 funds opened new Monster Beverage positions in Q2 2022 and 77 closed out, a net change of +38 holders.
  • The largest Monster Beverage buyer in Q2 2022 was T. Rowe Price Associates, an estimated $655M added.
  • The largest Monster Beverage seller in Q2 2022 was First Trust Advisors, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2022.