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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
OIA
651
Optimum Investment Advisors
Illinois
$46K
AF
652
Arrow Financial
New York
$44K -$6.09K -140 -13%
IFAM
653
Institutional & Family Asset Management
Colorado
$42K +$435 +10 +1%
AF
654
Allworth Financial
California
$39K -$13.6K -312 -27%
CCA
655
Catalyst Capital Advisors
New York
$39K +$5.04K +116 +16%
VVP
656
Venture Visionary Partners
Ohio
$38.9K +$36.5K +840 New
Bank of Montreal
657
Bank of Montreal
Ontario, Canada
$36.3K -$30.1M -693,026 -47%
QC
658
Quent Capital
New York
$34K -$5.22K -120 -14%
GI
659
Gradient Investments
Minnesota
$34K
SOW
660
State of Wyoming
Wyoming
$32K -$19.1K -438 -39%
ZIG
661
Zullo Investment Group
Pennsylvania
$32K
CFGS
662
Concourse Financial Group Securities
Alabama
$29K
WWM
663
Wolff Wiese Magana
California
$29K +$870 +20 +3%
JWM
664
Janiczek Wealth Management
Colorado
$29K +$19K +436 +311%
BIA
665
Bell Investment Advisors
California
$29K +$27.3K +628 New
SIC
666
Salem Investment Counselors
North Carolina
$28K
SC
667
Stephens Consulting
Michigan
$28K
APW
668
Acima Private Wealth
Virginia
$27.6K
HI
669
Harbour Investments
Wisconsin
$27K +$25K +574 New
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K -$18.9K -434 -43%
CPFP
671
Clear Perspectives Financial Planning
Ohio
$25K
PB
672
Pinnacle Bancorp
Nebraska
$25K
WT
673
Washington Trust
Rhode Island
$23K -$4.52K -104 -18%
VNA
674
Valley National Advisers
Pennsylvania
$21K -$11.3K -260 -38%
BWA
675
BDO Wealth Advisors
Florida
$21K

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.