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Monster Beverage

772 hedge funds and large institutions have $32B invested in Monster Beverage in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

49% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 77

19% more capital invested

Capital invested by funds: $27B → $32B (+$5.08B)

4% more funds holding

Funds holding: 745772 (+27)

3.07% more ownership

Funds ownership: 127.62%130.69% (+3.1%)

3% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 275

32% less call options, than puts

Call options by funds: $195M | Put options by funds: $288M

Holders
772
Holders Change
+27
Holders Change %
+3.62%
% of All Funds
13.01%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.24%
New
115
Increased
267
Reduced
275
Closed
77
Calls
$195M
Puts
$288M
Net Calls
-$92.8M
Net Calls Change
-$327M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
MV Capital Management
Maryland
$9K -$609 -14 -7%
CT
702
Cambridge Trust
Massachusetts
$9K
SWA
703
Sutton Wealth Advisors
Florida
$8.99K
FPS
704
Fieldpoint Private Securities
Connecticut
$8K -$957 -22 -11%
CWC
705
Carolinas Wealth Consulting
North Carolina
$8K
CTB
706
Country Trust Bank
Illinois
$8K
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
JWA
708
JFS Wealth Advisors
Pennsylvania
$8K +$3.04K +70 +63%
AC
709
Armistice Capital
New York
$7.79K +$7.31M +168,000 New
HPC
710
HM Payson & Co
Maine
$7K +$522 +12 +8%
AF
711
Advisornet Financial
Minnesota
$6K +$4.17K +96 +240%
Lazard Asset Management
712
Lazard Asset Management
New York
$5K -$5.39K -124 -50%
AWM
713
AllSquare Wealth Management
New York
$5K
ANBT
714
American National Bank & Trust
Texas
$5K
TIM
715
Tortoise Investment Management
New York
$5K
GKIM
716
GW&K Investment Management
Massachusetts
$5K +$1.3K +30 +38%
WPA
717
West Paces Advisors
Georgia
$4.17K
NICM
718
Neo Ivy Capital Management
New York
$4K -$54.2K -1,246 -93%
CI Investments Inc
719
CI Investments Inc
Ontario, Canada
$4K
IA
720
IFS Advisors
Kansas
$4K
MA
721
MCF Advisors
Kentucky
$4K
NIC
722
Northwest Investment Counselors
Oregon
$4K
SC
723
Schubert & Co
Texas
$4K +$2.7K +62 +258%
CAL
724
Capital Advisors Ltd
Ohio
$4K +$3.48K +80 New
ETI
725
Enterprise Trust & Investment
California
$4K +$3.74K +86 New

MNST Hedge Fund Activity: Q2 2022 in Review

772 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2022, worth a combined $32B — up 19% from $27B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MNST positions and 77 closed out — a net gain of 38 holders — while 267 added to existing stakes and 275 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $655M. The largest seller was First Trust Advisors, cutting an estimated $175M.

  • 772 institutional investors held Monster Beverage (MNST) as of Q2 2022, up from 745 in Q1 2022.
  • Funds reported $32B of Monster Beverage stock for Q2 2022, up 19% quarter-over-quarter.
  • 115 funds opened new Monster Beverage positions in Q2 2022 and 77 closed out, a net change of +38 holders.
  • The largest Monster Beverage buyer in Q2 2022 was T. Rowe Price Associates, an estimated $655M added.
  • The largest Monster Beverage seller in Q2 2022 was First Trust Advisors, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2022.