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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
UM
626
UniSuper Management
Australia
$322K +$318K +5,600 New
FNT
627
First National Trust
Pennsylvania
$321K -$104K -1,836 -25%
FHA
628
First Horizon Advisors
Tennessee
$319K -$14.1K -248 -4%
CT
629
Caldwell Trust
Florida
$319K -$3.87K -68 -1%
RCAG
630
Rehmann Capital Advisory Group
Michigan
$315K -$20.7K -364 -6%
CA
631
Cetera Advisors
Colorado
$311K -$104K -1,821 -25%
SGA
632
Seaport Global Advisors
Massachusetts
$311K
IA
633
Inspire Advisors
Idaho
$310K +$29.9K +525 +11%
NW
634
NewEdge Wealth
Pennsylvania
$305K -$5.4K -95 -2%
PCP
635
Proficio Capital Partners
Massachusetts
$302K -$98.4K -1,731 -25%
CSIC
636
Clifford Swan Investment Counsel
California
$302K
DC
637
Davenport & Co
Virginia
$300K +$74K +1,302 +33%
PP
638
PDT Partners
New York
$299K +$296K +5,200 New
FL
639
Fort LP
Maryland
$297K -$51K -897 -15%
FGA
640
Fortis Group Advisors
New Jersey
$295K -$796 -14 -0.3%
Parallax Volatility Advisers
641
Parallax Volatility Advisers
California
$295K -$471K -8,286 -62%
FCP
642
Fidelis Capital Partners
Florida
$292K +$36.4K +640 +14%
MIH
643
Meitav Investment House
Israel
$292K +$290K +5,093 New
FFM
644
Forum Financial Management
Illinois
$292K +$16.7K +294 +6%
SIM
645
Sentry Investment Management
Wisconsin
$291K
CA
646
Clearstead Advisors
Ohio
$290K -$3.3K -58 -1%
MAM
647
Martingale Asset Management
Massachusetts
$290K +$288K +5,056 New
SC
648
Savant Capital
Illinois
$290K -$2.05K -36 -0.7%
FMLI
649
Fukoku Mutual Life Insurance
Japan
$287K
IB
650
Intrust Bank
Kansas
$287K -$4.38K -77 -2%

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.