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Monster Beverage

742 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 274 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.87% more ownership

Funds ownership: 130.69%134.56% (+3.9%)

3% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 274

4% less capital invested

Capital invested by funds: $32B → $30.8B (-$1.23B)

4% less funds holding

Funds holding: 772742 (-30)

24% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 82

29% less call options, than puts

Call options by funds: $182M | Put options by funds: $258M

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
742
Holders Change
-30
Holders Change %
-3.89%
% of All Funds
12.78%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
62
Increased
283
Reduced
274
Closed
82
Calls
$182M
Puts
$258M
Net Calls
-$75.8M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
801
Vigilant Capital Management
Maine
-$10K -214 Closed
CTB
802
Country Trust Bank
Illinois
-$8K -168 Closed
GKIM
803
GW&K Investment Management
Massachusetts
-$5K -110 Closed
SFG
804
Steward Financial Group
Texas
-$4K -100 Closed
NICM
805
Neo Ivy Capital Management
New York
-$4K -98 Closed
TCOV
806
Trust Company of Vermont
Vermont
-$4.24K -92 -98%
HFS
807
Heritage Financial Services
Massachusetts
-$3K -80 Closed
PMFA
808
Plante Moran Financial Advisors
Michigan
-$3K -72 Closed
AA
809
Ancora Advisors
Ohio
-$2K -52 Closed
FBC
810
Fairfield, Bush & Co
Connecticut
-$2K -46 Closed
SBL
811
Sargent Bickham Lagudis
Colorado
-$2K -46 Closed
S
812
Surevest
California
-$2K -46 Closed
CWM
813
Curi Wealth Management
North Carolina
-$2K -36 Closed
WOSD
814
WFA of San Diego
California
-$1K -32 Closed
FBT
815
First Bank & Trust
South Dakota
-$1K -26 Closed
TWP
816
TFO Wealth Partners
Ohio
-$1K -26 Closed
FCB
817
First Command Bank
Texas
-$1K -22 Closed
FCFS
818
First Command Financial Services
Texas
-$1K -22 Closed
WAS
819
Winch Advisory Services
Wisconsin
-$1K -20 Closed
IUHSA
820
Itau Unibanco Holding S.A.
Brazil
-$1K -18 Closed
SWA
821
SOA Wealth Advisors
New York
-$92 -2 -20%
WA
822
WestEnd Advisors
North Carolina
+$369 +8 New

MNST Hedge Fund Activity: Q3 2022 in Review

742 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2022, worth a combined $30.8B — down 3.8% from $32B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MNST and 62 opened new positions — a net loss of 20 holders — while 274 trimmed existing stakes and 283 added.

The largest buyer was Janus Henderson Group, adding an estimated $346M. The largest seller was Renaissance Technologies, cutting an estimated $147M.

  • 742 institutional investors held Monster Beverage (MNST) as of Q3 2022, down from 772 in Q2 2022.
  • Funds reported $30.8B of Monster Beverage stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 62 funds opened new Monster Beverage positions in Q3 2022 and 82 closed out, a net change of -20 holders.
  • The largest Monster Beverage buyer in Q3 2022 was Janus Henderson Group, an estimated $346M added.
  • The largest Monster Beverage seller in Q3 2022 was Renaissance Technologies, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2022.