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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
CS
51
Credit Suisse
Switzerland
$93.9M -$786K -13,817 -0.8%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$93.7M -$3.03M -53,193 -3%
Two Sigma Investments
53
Two Sigma Investments
New York
$93.6M +$91.4M +1,607,406 +7,291%
Wells Fargo
54
Wells Fargo
California
$92.5M +$6.41M +112,783 +8%
National Pension Service
55
National Pension Service
South Korea
$91.8M +$5.57M +97,965 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
56
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$89M +$14M +245,964 +19%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$88.3M +$2.11M +37,142 +2%
Principal Financial Group
58
Principal Financial Group
Iowa
$85M +$5.53M +97,293 +7%
DWA
59
Douglass Winthrop Advisors
New York
$84.5M -$11.2M -197,275 -12%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$84M +$46.2M +812,090 +133%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$83.3M -$109K -1,908 -0.1%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$82.6M -$3.2M -56,341 -4%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$82M +$3.02M +53,069 +4%
ZIG
64
Zurich Insurance Group
Switzerland
$80.5M -$1.85M -32,571 -2%
Citigroup
65
Citigroup
New York
$78.7M +$4.39M +77,105 +6%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$78M +$52M +913,447 +206%
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$77M -$1.61M -28,226 -2%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$76.2M +$1.47M +25,881 +2%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$73.9M -$1.37M -24,082 -2%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$73.5M -$5.21M -91,569 -7%
ESCM
71
Echo Street Capital Management
New York
$72.9M -$82.2M -1,445,260 -53%
Alyeska Investment Group
72
Alyeska Investment Group
Illinois
$71.5M -$24M -421,709 -25%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$67.7M +$8.62M +151,646 +15%
RG
74
Rathbones Group
United Kingdom
$67.6M +$67M +1,177,182 New
EIP
75
Epoch Investment Partners
New York
$67.3M +$2.01M +35,413 +3%

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.