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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
BWM
676
Baystate Wealth Management
Massachusetts
$9K
CT
677
Cambridge Trust
Massachusetts
$9K
CFFP
678
Center for Financial Planning
Michigan
$9K
HFM
679
Harvest Fund Management
China
$9K +$9.49K +206 New
SWA
680
Sutton Wealth Advisors
Florida
$8.44K
JWA
681
JFS Wealth Advisors
Pennsylvania
$8K -$276 -6 -3%
CWC
682
Carolinas Wealth Consulting
North Carolina
$8K
LWCFA
683
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
IRC
684
Investors Research Corp
Georgia
$8K +$4.05K +88 +94%
AF
685
Advisornet Financial
Minnesota
$7K +$1.57K +34 +25%
HPC
686
HM Payson & Co
Maine
$6K -$553 -12 -8%
SC
687
Schubert & Co
Texas
$5K +$1.38K +30 +35%
PWS
688
Paragon Wealth Strategies
Florida
$5K +$5.07K +110 New
MDCM
689
Morgan Dempsey Capital Management
Wisconsin
$5K +$5.25K +114 New
AWM
690
AllSquare Wealth Management
New York
$4K
BWL
691
Bogart Wealth LLC
Virginia
$4K
IA
692
IFS Advisors
Kansas
$4K
MA
693
MCF Advisors
Kentucky
$4K
SFO
694
Standard Family Office
South Dakota
$4K
TIM
695
Tortoise Investment Management
New York
$4K
FMP
696
Financial Management Professionals
Texas
$4K +$3.23K +70 +318%
AWM
697
Abound Wealth Management
Tennessee
$3.91K +$4.15K +90 New
WPA
698
West Paces Advisors
Georgia
$3.91K
BWM
699
BerganKDV Wealth Management
Minnesota
$3K
NIC
700
Northwest Investment Counselors
Oregon
$3K

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.