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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
Bank Julius Baer & Co
651
Bank Julius Baer & Co
Switzerland
$284K +$7.68K +135 +3%
PCM
652
Penserra Capital Management
California
$284K +$279K +4,910 +8,768%
FFA
653
Fragasso Financial Advisors
Pennsylvania
$283K +$12.9K +227 +5%
AP
654
Americana Partners
Texas
$281K +$278K +4,889 New
RFN
655
RDA Financial Network
Iowa
$280K +$63K +1,107 +29%
WA
656
Waddell & Associates
Tennessee
$279K +$276K +4,849 New
AAM
657
Advisors Asset Management
Colorado
$276K +$98K +1,724 +56%
YIA
658
YHB Investment Advisors
Connecticut
$276K
FI
659
Financial Insights
Washington
$276K
EFSCE
660
Enterprise Financial Services Corp (EFSC)
Missouri
$275K -$2.05K -36 -0.7%
DMBA
661
Deseret Mutual Benefit Administrators
Utah
$270K +$23K +404 +9%
IWP
662
Icon Wealth Partners
Texas
$268K +$6.48K +114 +3%
GA
663
Geller Advisors
New York
$267K +$265K +4,655 New
BPA
664
Beacon Pointe Advisors
California
$267K -$87.2K -1,534 -25%
PA
665
Pinnacle Associates
New York
$266K -$4.95K -87 -2%
NFG
666
Nations Financial Group
Iowa
$265K +$27.1K +476 +12%
SP
667
Symmetry Partners
Connecticut
$263K
PCM
668
Pointe Capital Management
Michigan
$263K -$33.3K -586 -11%
OC
669
Oppenheimer & Co
New York
$262K +$259K +4,562 New
SW
670
SkyOak Wealth
Michigan
$260K -$26.2K -460 -9%
AC
671
Avestar Capital
New York
$257K +$11.9K +210 +5%
WTA
672
Washington Trust Advisors
Massachusetts
$257K -$56K -985 -18%
IWM
673
IHT Wealth Management
Illinois
$256K +$6.43K +113 +3%
PGFC
674
Peapack-Gladstone Financial Corp
New Jersey
$255K -$8.64K -152 -3%
Acadian Asset Management
675
Acadian Asset Management
Massachusetts
$253K

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.