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Monster Beverage

742 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 274 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.87% more ownership

Funds ownership: 130.69%134.56% (+3.9%)

3% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 274

4% less capital invested

Capital invested by funds: $32B → $30.8B (-$1.23B)

4% less funds holding

Funds holding: 772742 (-30)

24% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 82

29% less call options, than puts

Call options by funds: $182M | Put options by funds: $258M

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
742
Holders Change
-30
Holders Change %
-3.89%
% of All Funds
12.78%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
62
Increased
283
Reduced
274
Closed
82
Calls
$182M
Puts
$258M
Net Calls
-$75.8M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
651
Ellevest Inc
New York
$24K +$11.2K +242 +79%
HDIM
652
Hanson & Doremus Investment Management
Vermont
$24K +$25.2K +546 New
CPFP
653
Clear Perspectives Financial Planning
Ohio
$23K
PB
654
Pinnacle Bancorp
Nebraska
$23K
LC
655
Lindbrook Capital
California
$22K +$1.66K +36 +8%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K -$5.71K -124 -22%
EARNEST Partners
657
EARNEST Partners
Georgia
$19K
WWM
658
Wolff Wiese Magana
California
$18K -$9.31K -202 -33%
HL
659
Harding Loevner
New Jersey
$18K
BWA
660
BDO Wealth Advisors
Florida
$16K -$3.41K -74 -17%
RBC
661
Roble Belko & Company
Pennsylvania
$16K
CA
662
Crewe Advisors
Utah
$16K +$3.59K +78 +27%
AIP
663
Almanack Investment Partners
Pennsylvania
$16K +$16.6K +360 New
TWA
664
TCI Wealth Advisors
Arizona
$15K +$922 +20 +6%
PA
665
PSI Advisors
Florida
$14K
BCM
666
Bourgeon Capital Management
Connecticut
$13K
HBW
667
Hazlett, Burt & Watson
West Virginia
$13K
RA
668
Rise Advisors
New York
$12K
HR
669
Howe & Rusling
New York
$12K +$737 +16 +6%
LFG
670
Larson Financial Group
Missouri
$11K
TSWM
671
Tyler-Stone Wealth Management
Ohio
$11K
MWM
672
Mascoma Wealth Management
New Hampshire
$10K
MCM
673
MV Capital Management
Maryland
$10K +$1.47K +32 +17%
BC
674
Barrett & Company
Rhode Island
$9.95K +$9.03K +196 New
BFEC
675
Benjamin F. Edwards & Company
Missouri
$9K -$2.77K -60 -23%

MNST Hedge Fund Activity: Q3 2022 in Review

742 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2022, worth a combined $30.8B — down 3.8% from $32B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MNST and 62 opened new positions — a net loss of 20 holders — while 274 trimmed existing stakes and 283 added.

The largest buyer was Janus Henderson Group, adding an estimated $346M. The largest seller was Renaissance Technologies, cutting an estimated $147M.

  • 742 institutional investors held Monster Beverage (MNST) as of Q3 2022, down from 772 in Q2 2022.
  • Funds reported $30.8B of Monster Beverage stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 62 funds opened new Monster Beverage positions in Q3 2022 and 82 closed out, a net change of -20 holders.
  • The largest Monster Beverage buyer in Q3 2022 was Janus Henderson Group, an estimated $346M added.
  • The largest Monster Beverage seller in Q3 2022 was Renaissance Technologies, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2022.