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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
CSPIA
751
Cary Street Partners Investment Advisory
Virginia
$74.7K -$3.81K -67 -5%
SC
752
SouthState Corp
Florida
$74.7K
JWM
753
Janiczek Wealth Management
Colorado
$71.1K +$13.9K +245 +25%
WT
754
Whittier Trust
California
$70.6K
CTA
755
Colonial Trust Advisors
South Carolina
$70.3K
KFI
756
Key Financial Inc
Pennsylvania
$69.7K +$4.44K +78 +7%
CUAMC
757
China Universal Asset Management Company
China
$67.8K +$49.2K +865 +274%
CFGS
758
Concourse Financial Group Securities
Alabama
$66.7K -$3.19K -56 -5%
AF
759
Allworth Financial
California
$66.6K -$23.8K -418 -26%
CFO
760
CVA Family Office
Colorado
$63.8K -$4.44K -78 -7%
BONH
761
Bank of New Hampshire
New Hampshire
$60.8K
HNB
762
Huntington National Bank
Ohio
$60.4K +$1.93K +34 +3%
HIIFS
763
Harel Insurance Investments & Financial Services
Israel
$58K -$346K -6,085 -86%
BCWM
764
Bartlett & Co Wealth Management
Ohio
$57.4K
PAI
765
Pittenger & Anderson Inc
Nebraska
$57.4K
BC
766
Bartlett & Co
Ohio
$57K
CPG
767
Cornerstone Planning Group
New Jersey
$56.2K +$55.7K +979 New
ST
768
Smithfield Trust
Pennsylvania
$55K
AF
769
Arrow Financial
New York
$54.6K
QC
770
Quent Capital
New York
$48.1K +$2.62K +46 +6%
GI
771
Gradient Investments
Minnesota
$45.1K +$2.96K +52 +7%
IFAM
772
Institutional & Family Asset Management
Colorado
$43.5K -$5K -88 -10%
SIC
773
Salem Investment Counselors
North Carolina
$42.5K +$7.96K +140 +23%
BFEC
774
Benjamin F. Edwards & Company
Missouri
$42K +$30.2K +531 +266%
LFG
775
Larson Financial Group
Missouri
$41.6K +$27.2K +478 +194%

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.