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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 %
AC
676
Avestar Capital
New York
$294K +$29.3K +508 +11%
MIH
677
Meitav Investment House
Israel
$292K – – –
FFA
678
Founders Financial Alliance
North Carolina
$291K +$291K +5,048 New
IAA
679
Independent Advisor Alliance
North Carolina
$291K +$291K +5,045 New
Brown Advisory
680
Brown Advisory
Maryland
$290K +$290K +5,037 New
NB
681
NBT Bank
New York
$290K +$34.6K +600 +14%
LCM
682
Lynwood Capital Management
Ontario, Canada
$288K +$288K +5,000 New
FMLI
683
Fukoku Mutual Life Insurance
Japan
$288K – – –
CWP
684
Curated Wealth Partners
California
$285K +$285K +4,948 New
FFA
685
Fragasso Financial Advisors
Pennsylvania
$284K +$3.51K +61 +1%
IB
686
Intrust Bank
Kansas
$281K – – –
WA
687
Waddell & Associates
Tennessee
$279K – – –
SOW
688
State of Wyoming
Wyoming
$279K +$167K +2,897 +149%
FGA
689
Fortis Group Advisors
New Jersey
$279K – – –
YIA
690
YHB Investment Advisors
Connecticut
$277K +$346 +6 +0.1%
FI
691
Financial Insights
Washington
$277K – – –
CAGAS
692
Capital Advisory Group Advisory Services
Minnesota
$273K -$5.88K -102 -2%
EFSCE
693
Enterprise Financial Services Corp (EFSC)
Missouri
$271K -$3.46K -60 -1%
CSPIA
694
Cary Street Partners Investment Advisory
Virginia
$270K +$26.3K +457 +11%
PCM
695
Pointe Capital Management
Michigan
$269K +$4.09K +71 +2%
IWA
696
Icon Wealth Advisors
Texas
$269K +$269K +4,665 New
CA
697
CoreCap Advisors
Michigan
$266K +$266K +4,623 New
SIG
698
Stonegate Investment Group
Alabama
$265K +$265K +4,608 New
CAM
699
Cozad Asset Management
Illinois
$265K -$1.35M -23,402 -84%
CMS
700
Capital Market Strategies
Florida
$264K -$6.28K -109 -2%
26 27
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