We are live on ! Find out more
MNST icon

Monster Beverage
MNST

731 hedge funds and large institutions have $30.9B invested in Monster Beverage in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 277 increasing their positions, 255 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 72

9% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 255

0% more funds holding

Funds holding: 728 → 731 (+3)

0% more capital invested

Capital invested by funds: $30.8B → $30.9B (+$88.7M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.11% less ownership

Funds ownership: 128.09% → 127.98% (-0.11%)

4% less call options, than puts

Call options by funds: $104M | Put options by funds: $109M

Holders
731
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
12.72%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
82
Increased
277
Reduced
255
Closed
72
Calls
$104M
Puts
$109M
Net Calls
-$4.9M
Net Calls Change
+$1.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$194M
2
JP Morgan Chase
JP Morgan Chase
New York
+$97.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$83.9M
4
RG
Rathbones Group
United Kingdom
+$77.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$67.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$117M
2
BlackRock
BlackRock
New York
-$109M
3
Prudential Financial
Prudential Financial
New Jersey
-$99.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$91.1M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$89.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
751
Bridges Investment Management
Nebraska
– -$766K -16,810 Closed
PWAG
752
Polaris Wealth Advisory Group
California
– -$721K -15,138 Closed
VI
753
Versor Investments
New York
– -$666K -14,612 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
754
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$618K -13,560 Closed
WANY
755
Wealthspire Advisors (New York)
New York
– -$560K -12,302 Closed
CC
756
Constitution Capital
Connecticut
– -$449K -9,850 Closed
DT
757
Diversified Trust
Tennessee
– -$437K -9,590 Closed
RCAG
758
Rehmann Capital Advisory Group
Michigan
– -$412K -9,366 Closed
SIM
759
Sentry Investment Management
Wisconsin
– -$358K -7,852 Closed
OFS
760
Oldfather Financial Services
Nebraska
– -$373K -7,818 Closed
EMG
761
ETF Managers Group
New Jersey
– -$322K -7,096 Closed
TPWA
762
TRUE Private Wealth Advisors
Oregon
– -$321K -7,058 Closed
OTPPB
763
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$295K -6,488 Closed
HIS
764
Harvest Investment Services
Illinois
– -$281K -6,178 Closed
BBP
765
Banco BTG Pactual
Brazil
– -$281K -6,168 Closed
CIP
766
Convergence Investment Partners
Florida
– -$276K -6,050 Closed
WJWM
767
Williams Jones Wealth Management
New York
– -$273K -6,000 Closed
SGA
768
Strategic Global Advisors
California
– -$259K -5,680 Closed
SFS
769
Sowell Financial Services
Arkansas
– -$262K -5,518 Closed
CMBA
770
C.M. Bidwell & Associates
Hawaii
– -$246K -5,410 Closed
LOAME
771
Lombard Odier Asset Management (Europe)
United Kingdom
– -$229K -5,030 Closed
OPS
772
Orion Portfolio Solutions
Nebraska
– -$224K -4,914 Closed
IFO
773
Independent Family Office
New York
– -$219K -4,800 Closed
GWM
774
GSB Wealth Management
Connecticut
– -$207K -4,544 Closed
CCB
775
Cutter & Co Brokerage
Missouri
– -$206K -4,516 Closed
28 29 30
31
32

MNST Hedge Fund Activity: Q2 2021 in Review

731 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2021, worth a combined $30.9B — up 0.29% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MNST positions and 72 closed out — a net gain of 10 holders — while 277 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $194M. The largest seller was Citadel Advisors, cutting an estimated $117M.

  • 731 institutional investors held Monster Beverage (MNST) as of Q2 2021, up from 728 in Q1 2021.
  • Funds reported $30.9B of Monster Beverage stock for Q2 2021, up 0.29% quarter-over-quarter.
  • 82 funds opened new Monster Beverage positions in Q2 2021 and 72 closed out, a net change of +10 holders.
  • The largest Monster Beverage buyer in Q2 2021 was Morgan Stanley, an estimated $194M added.
  • The largest Monster Beverage seller in Q2 2021 was Citadel Advisors, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2021.