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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
BWL
726
Bogart Wealth LLC
Virginia
$4K +$4.09K +94 New
IRC
727
Investors Research Corp
Georgia
$4K +$4.09K +94 New
TCOV
728
Trust Company of Vermont
Vermont
$4K +$4.09K +94 New
SFO
729
Standard Family Office
South Dakota
$4K +$4.17K +96 New
SFG
730
Steward Financial Group
Texas
$4K +$4.35K +100 New
BWM
731
BerganKDV Wealth Management
Minnesota
$3K
LIM
732
Longfellow Investment Management
Massachusetts
$3K
TFM
733
TFC Financial Management
Massachusetts
$3K
PMFA
734
Plante Moran Financial Advisors
Michigan
$3K +$3.13K +72 New
HFS
735
Heritage Financial Services
Massachusetts
$3K +$3.48K +80 New
CWM
736
Curi Wealth Management
North Carolina
$2K
FEG
737
Financial Enhancement Group
Indiana
$2K
KFP
738
KB Financial Partners
New Jersey
$2K
MCM
739
Manchester Capital Management
Vermont
$2K
MUMSS
740
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K
SC
741
Sierra Capital
Florida
$2K
SIS
742
Sound Income Strategies
Florida
$2K
SCA
743
Stonebridge Capital Advisors
Minnesota
$2K
S
744
Surevest
California
$2K
DI
745
Disciplined Investments
Oklahoma
$2K +$696 +16 +50%
CHA
746
Carmichael Hill & Associates
Maryland
$2K +$2K +46 New
FBC
747
Fairfield, Bush & Co
Connecticut
$2K +$2K +46 New
SBL
748
Sargent Bickham Lagudis
Colorado
$2K +$2K +46 New
AA
749
Ancora Advisors
Ohio
$2K +$2.26K +52 New
EBA
750
Eagle Bay Advisors
New York
$1.67K +$1.57K +36 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.