Monster Beverage
MNST
965 hedge funds and large institutions have $39.5B invested in Monster Beverage in 2023 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 331 reducing their positions, and 77 closing their positions.
97% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 77
10% more capital invested
Capital invested by funds: $35.8B → $39.5B (+$3.69B)
7% more funds holding
Funds holding: 902 → 965 (+63)
1.36% more ownership
Funds ownership: 64.53% → 65.89% (+1.4%)
6% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 331
29% less call options, than puts
Call options by funds: $211M | Put options by funds: $298M
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$791M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$223M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$198M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$162M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$817M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$135M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$103M |
| 4 |
Renaissance Technologies
New York
|
-$92M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$81.7M |
MNST Hedge Fund Activity: Q4 2023 in Review
965 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2023, worth a combined $39.5B — up 10% from $35.8B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new MNST positions and 77 closed out — a net gain of 75 holders — while 352 added to existing stakes and 331 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $791M. The largest seller was JP Morgan Chase, cutting an estimated $817M.
- 965 institutional investors held Monster Beverage (MNST) as of Q4 2023, up from 902 in Q3 2023.
- Funds reported $39.5B of Monster Beverage stock for Q4 2023, up 10% quarter-over-quarter.
- 152 funds opened new Monster Beverage positions in Q4 2023 and 77 closed out, a net change of +75 holders.
- The largest Monster Beverage buyer in Q4 2023 was Morgan Stanley, an estimated $791M added.
- The largest Monster Beverage seller in Q4 2023 was JP Morgan Chase, an estimated $817M sold.
Based on aggregated 13F filings for Q4 2023.