We are live on ! Find out more
MNST icon

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
JIC
676
Johnson Investment Counsel
Ohio
$253K +$11.7K +206 +5%
GPA
677
Garrison Point Advisors
California
$253K
VWM
678
Venturi Wealth Management
Texas
$252K -$1.99K -35 -0.8%
PFPT
679
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K +$3.98K +70 +2%
PWMAG
680
Pinnacle Wealth Management Advisory Group
New Jersey
$251K -$4.44K -78 -2%
FCM
681
Fourpath Capital Management
Oklahoma
$248K -$11.4K -201 -4%
PVI
682
Pine Valley Investments
New Jersey
$247K -$7.74K -136 -3%
FIA
683
Foundations Investment Advisors
Arizona
$247K +$16.1K +283 +7%
IFWM
684
Institute for Wealth Management
Colorado
$245K
SA
685
Syntax Advisors
New York
$245K -$46.4K -815 -16%
VCG
686
Vantage Consulting Group
Virginia
$245K -$46.4K -815 -16%
TAM
687
Tocqueville Asset Management
New York
$242K +$23.1K +406 +11%
PP
688
Paloma Partners
Connecticut
$239K -$462K -8,129 -66%
NHC
689
Nicholas Hoffman & Company
Georgia
$238K +$682 +12 +0.3%
SIG
690
Stonegate Investment Group
Alabama
$236K -$15.9K -279 -6%
PP
691
PDS Planning
Ohio
$231K +$228K +4,014 New
AAIS
692
ABN AMRO Investment Solutions
$228K -$13.7K -241 -6%
BFM
693
Boothbay Fund Management
New York
$227K +$4.32K +76 +2%
AA
694
AlphaCentric Advisors
Puerto Rico
$226K +$224K +3,932 New
KFA
695
Kelleher Financial Advisors
New York
$224K +$222K +3,900 New
CG
696
Colony Group
Massachusetts
$224K -$853 -15 -0.4%
BBNA
697
Bremer Bank National Association
Minnesota
$223K +$5.69K +100 +3%
T
698
TOBAM
France
$223K -$39K -685 -15%
SMA
699
Sage Mountain Advisors
Georgia
$223K +$220K +3,877 New
MAM
700
Morse Asset Management
Connecticut
$221K -$241K -4,233 -52%

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.