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Monster Beverage
MNST

Overview Fund Activity

742 hedge funds and large institutions have $27B invested in Monster Beverage in 2022 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
-17
Holders Change %
-2.24%
% of All Funds
11.74%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
86
Increased
290
Reduced
264
Closed
95
Calls
$331M
Puts
$96.9M
Net Calls
+$234M
Net Calls Change
+$190M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$129M
2
Ameriprise
Ameriprise
Minnesota
$263M
3
Capital World Investors
Capital World Investors
California
$511M
4
UBS AM
UBS AM
Illinois
$181M
5
ClearBridge Investments
ClearBridge Investments
New York
$805M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$424M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
MCM
Melvin Capital Management
New York
$0
4
SCM
Suvretta Capital Management
New York
$0
5
Bank of America
Bank of America
North Carolina
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
676
Baystate Wealth Management
Massachusetts
$9K – – –
CFFP
677
Center for Financial Planning
Michigan
$9K – – –
Lazard Asset Management
678
Lazard Asset Management
New York
$9K +$3.92K +108 +77%
MWM
679
Mascoma Wealth Management
New Hampshire
$9K +$9K +236 New
FPS
680
Fieldpoint Private Securities
Connecticut
$8K -$12.5K -300 -61%
CT
681
Cambridge Trust
Massachusetts
$8K -$9.68K -242 -55%
MCM
682
MV Capital Management
Maryland
$8K -$1.43K -36 -15%
LFG
683
Larson Financial Group
Missouri
$8K +$8K +200 New
SWA
684
Sutton Wealth Advisors
Florida
$7.75K +$799 +20 +11%
TWA
685
TCI Wealth Advisors
Arizona
$7K -$5.98K -164 -46%
CTB
686
Country Trust Bank
Illinois
$7K -$1.67K -40 -19%
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
CWC
688
Carolinas Wealth Consulting
North Carolina
$7K +$2.82K +70 +67%
SWM
689
Spire Wealth Management
Virginia
$6K -$74.9K -1,898 -93%
JWM
690
Janiczek Wealth Management
Colorado
$6K -$42.3K -986 -88%
BA
691
Bellwether Advisors
Nebraska
$6K – – –
HPC
692
HM Payson & Co
Maine
$6K – – –
IA
693
IndexIQ Advisors
New York
$5K +$5K +124 New
CI Investments Inc
694
CI Investments Inc
Ontario, Canada
$4K -$87.9K -2,022 -96%
FMP
695
Financial Management Professionals
Texas
$4K -$750 -18 -16%
TIM
696
Tortoise Investment Management
New York
$4K – – –
JWA
697
JFS Wealth Advisors
Pennsylvania
$4K +$2.14K +60 +115%
MA
698
MCF Advisors
Kentucky
$4K +$4K +94 New
AWM
699
AllSquare Wealth Management
New York
$4K +$4K +100 New
ANBT
700
American National Bank & Trust
Texas
$4K +$4K +106 New
26 27
28
29 30