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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
BIA
776
Bell Investment Advisors
California
$38.8K -$3.36K -59 -8%
WIM
777
Westside Investment Management
California
$36.6K
SFG
778
Steward Financial Group
Texas
$35K +$28K +492 +384%
LS
779
Livforsakringsbolaget Skandia
Sweden
$33.5K
CCA
780
Catalyst Capital Advisors
New York
$33K -$2.73K -48 -8%
HI
781
Harbour Investments
Wisconsin
$32.7K +$2.39K +42 +8%
JFGIW
782
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.4K +$2.79K +49 +10%
PB
783
Pinnacle Bancorp
Nebraska
$31K
WT
784
Washington Trust
Rhode Island
$30.3K -$3.19K -56 -10%
MAM
785
Marquette Asset Management
Minnesota
$27.3K +$27.1K +476 New
EARNEST Partners
786
EARNEST Partners
Georgia
$25.5K
FCB
787
First Command Bank
Texas
$25K
FCFS
788
First Command Financial Services
Texas
$25K
FFA
789
Farther Finance Advisors
California
$24.8K +$739 +13 +3%
BWA
790
BDO Wealth Advisors
Florida
$23.9K +$2.39K +42 +11%
AFS
791
Annapolis Financial Services
Maryland
$23.8K +$23.5K +414 New
PIAS
792
PCA Investment Advisory Services
Ohio
$23.6K +$23.3K +410 New
CWM
793
Compass Wealth Management
Connecticut
$23.3K
RFG
794
RFP Financial Group
Georgia
$22.7K
RFA
795
Resurgent Financial Advisors
Georgia
$22.2K +$22K +387 New
MCM
796
MV Capital Management
Maryland
$21.9K +$284 +5 +1%
OP
797
ORG Partners
Indiana
$21.8K +$21.3K +375 New
RBC
798
Roble Belko & Company
Pennsylvania
$21K
NFSG
799
Newbridge Financial Services Group
Florida
$20.7K +$1.14K +20 +6%
CG
800
Cutler Group
California
$20K -$20.2K -356 -50%

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.