MNST icon

Monster Beverage
MNST

Overview Fund Activity

725 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 269 increasing their positions, 250 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+16
Holders Change %
+2.26%
% of All Funds
12.77%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
97
Increased
269
Reduced
250
Closed
75
Calls
$134M
Puts
$140M
Net Calls
-$6.3M
Net Calls Change
-$110M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.18B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$826M
3
Capital World Investors
3
Capital World Investors
California
$243M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$166M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$789M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$725M
2
Goldman Sachs
2
Goldman Sachs
New York
$204M
3
State Street
3
State Street
Massachusetts
$1.43B
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$1.99B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
701
Crewe Advisors
Utah
$3K -$3.66K -78 -55%
MLFP
702
MPS Loria Financial Planners
Illinois
$3K – – –
BWM
703
BerganKDV Wealth Management
Minnesota
$3K – – –
TFM
704
TFC Financial Management
Massachusetts
$3K – – –
LIM
705
Longfellow Investment Management
Massachusetts
$3K – – –
IAIM
706
International Assets Investment Management
Florida
$3K – – –
FPS
707
Fieldpoint Private Securities
Connecticut
$3K +$2K +40 +200%
BCWM
708
Bartlett & Co Wealth Management
Ohio
$2.19K – – –
LWA
709
Lenox Wealth Advisors
New York
$2K -$4.33K -78 -68%
BC
710
Bartlett & Co
Ohio
$2K – – –
WAS
711
Winch Advisory Services
Wisconsin
$2K – – –
KFP
712
KB Financial Partners
New Jersey
$2K +$2K +44 New
SFO
713
Standard Family Office
South Dakota
$1K -$500 -12 -33%
SSB
714
Sandy Spring Bank
Maryland
$1K – – –
CWA
715
Clearview Wealth Advisors
Oregon
$1K – – –
AW
716
Avion Wealth
Texas
$1K – – –
MCM
717
MV Capital Management
Maryland
$1K +$1K +18 New
TSW
718
Thompson Siegel & Walmsley
Virginia
$1K +$1K +22 New
ED
719
Exane Derivatives
France
$911 – – –
BBHC
720
Brown Brothers Harriman & Co
New York
$578 -$86 -1,896 -13%
WIM
721
Westside Investment Management
California
$29 – – –
CC
722
Carlson Capital
Texas
– -$25M -541,038 Closed
MSE
723
MUFG Securities EMEA
United Kingdom
– -$18.5M -400,000 Closed
KRC
724
Kehrs Ridge Capital
New Jersey
– -$12M -260,000 Closed
Capital Fund Management (CFM)
725
Capital Fund Management (CFM)
France
– -$6.05M -130,882 Closed
27 28
29
30 31