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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
ST
701
Spinnaker Trust
Maine
$221K
CAG
702
Csenge Advisory Group
Florida
$220K +$218K +3,838 New
VC
703
Veracity Capital
Georgia
$220K +$218K +3,825 New
PCIA
704
Prime Capital Investment Advisors
Kansas
$219K +$217K +3,811 New
Fayez Sarofim & Co
705
Fayez Sarofim & Co
Texas
$218K
NL
706
NWAM LLC
Washington
$218K -$34.8K -612 -14%
MWC
707
MBM Wealth Consultants
Missouri
$216K +$109K +1,921 +100%
EST
708
EA Series Trust
Pennsylvania
$215K +$213K +3,748 New
EF
709
Empowered Funds
Pennsylvania
$215K +$213K +3,748 New
CPIG
710
Chicago Partners Investment Group
Illinois
$214K -$13.5K -237 -6%
KP
711
Keel Point
Alabama
$214K -$2.33K -41 -1%
RPWA
712
Regent Peak Wealth Advisors
Georgia
$213K -$682 -12 -0.3%
RB
713
Renasant Bank
Mississippi
$213K -$67.8K -1,192 -24%
WAP
714
Wealthcare Advisory Partners
Pennsylvania
$211K +$209K +3,678 New
MFS
715
Mirabella Financial Services
United Kingdom
$209K -$1.15M -20,195 -85%
PAG
716
Paladin Advisory Group
Iowa
$209K
Federated Hermes
717
Federated Hermes
Pennsylvania
$208K +$73.8K +1,298 +56%
CFG
718
CKW Financial Group
Hawaii
$207K
WTC
719
WhitTier Trust Company
Nevada
$205K +$2.73K +48 +1%
UB
720
UMB Bank
Missouri
$203K -$16.4K -288 -8%
TF
721
TIAA FSB
Florida
$202K +$200K +3,515 New
SF
722
Summit Financial
New Jersey
$201K -$24.1K -424 -11%
IAN
723
Integrated Advisors Network
Texas
$200K +$198K +3,484 New
GCM
724
Goldstream Capital Management
Hong Kong
$192K +$190K +3,349 New
CCA
725
Column Capital Advisors
Indiana
$190K

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.