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Monster Beverage
MNST

Overview Fund Activity

959 hedge funds and large institutions have $39.4B invested in Monster Beverage in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 350 increasing their positions, 330 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+60
Holders Change %
+6.67%
% of All Funds
14.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
149
Increased
350
Reduced
330
Closed
77
Calls
$211M
Puts
$298M
Net Calls
-$86.8M
Net Calls Change
-$72.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$853M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$240M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$174M
5
Deutsche Bank
Deutsche Bank
Germany
+$149M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$145M
3
Capital World Investors
Capital World Investors
California
-$111M
4
Renaissance Technologies
Renaissance Technologies
New York
-$99.2M
5
Invesco
Invesco
Georgia
-$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDIC
651
South Dakota Investment Council
South Dakota
$334K – – –
SF
652
Summit Financial
New Jersey
$333K +$93.8K +1,628 +39%
SPC
653
Sigma Planning Corp
Michigan
$333K -$189K -3,288 -36%
CI
654
Conning Inc
Connecticut
$332K -$3.17K -55 -0.9%
AT
655
Arden Trust
Delaware
$331K -$11.9K -206 -3%
MG
656
Mather Group
Illinois
$331K -$749 -13 -0.2%
WANY
657
Wealthspire Advisors (New York)
New York
$328K +$328K +5,691 New
AA
658
ALPS Advisors
Colorado
$324K -$18.5K -321 -5%
EF
659
Empowered Funds
Pennsylvania
$323K +$56.7K +984 +21%
SIA
660
Strategic Investment Advisors
Michigan
$322K -$12.3K -214 -4%
GCP
661
GSA Capital Partners
United Kingdom
$321K -$223K -3,883 -41%
DC
662
Davenport & Co
Virginia
$317K -$25.4K -441 -7%
SWM
663
Shelton Wealth Management
Texas
$317K +$317K +5,499 New
DADC
664
D.A. Davidson & Co
Montana
$309K -$423K -7,345 -58%
PPWP
665
Premier Path Wealth Partners
New Jersey
$308K +$308K +5,345 New
CA
666
Clearstead Advisors
Ohio
$306K -$286K -4,966 -48%
VCM
667
Virtue Capital Management
Tennessee
$306K -$84K -1,463 -22%
CSIC
668
Clifford Swan Investment Counsel
California
$303K – – –
ACM
669
Advisors Capital Management
New Jersey
$301K +$6.58K +114 +2%
SC
670
Savant Capital
Illinois
$300K +$13.1K +227 +5%
PCP
671
Proficio Capital Partners
Massachusetts
$298K -$20.9K -363 -7%
UH
672
Unigestion Holding
Switzerland
$296K -$94.5K -1,641 -24%
FFM
673
Forum Financial Management
Illinois
$296K – – –
ICP
674
Interchange Capital Partners
Pennsylvania
$296K +$6.65K +114 +2%
ACA
675
Aptus Capital Advisors
Alabama
$295K -$2.02K -35 -0.7%
25 26
27
28 29