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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
AF
801
Advisornet Financial
Minnesota
$19.6K -$7.17K -126 -27%
PA
802
PSI Advisors
Florida
$19.1K
MA
803
Montag & Associates
Georgia
$18.5K -$1.48K -26 -7%
MHR
804
Matthew Hamilton Rosenberg
$17.9K -$77.9K -1,370 -81%
BCM
805
Bourgeon Capital Management
Connecticut
$17.2K
OIS
806
Okabena Investment Services
Minnesota
$16.9K +$16.7K +294 New
HPC
807
HM Payson & Co
Maine
$16.8K -$1.93K -34 -10%
RA
808
Rise Advisors
New York
$15.7K
TSWM
809
Tyler-Stone Wealth Management
Ohio
$15K +$15K +264 New
CAC
810
Core Alternative Capital
Georgia
$14.8K +$682 +12 +5%
HBW
811
Hazlett, Burt & Watson
West Virginia
$14K +$2.9K +51 +26%
BEI
812
Benjamin Edwards Inc
Missouri
$14K +$4.09K +72 +40%
GKIM
813
GW&K Investment Management
Massachusetts
$14K +$14.2K +249 New
FCAG
814
First Capital Advisors Group
New Jersey
$13.1K +$13K +228 New
CAS
815
Coppell Advisory Solutions
Texas
$13.1K +$13K +228 New
CWC
816
Carolinas Wealth Consulting
North Carolina
$13.1K -$5.29K -93 -29%
AWM
817
Abound Wealth Management
Tennessee
$12.9K +$6.77K +119 +112%
CT
818
Colonial Trust
South Carolina
$12.7K +$12.6K +222 New
CFFP
819
Center for Financial Planning
Michigan
$12.4K
APW
820
Acima Private Wealth
Virginia
$12.4K -$21.6K -380 -64%
BWM
821
Baystate Wealth Management
Massachusetts
$12.4K
NL
822
NVWM LLC
Pennsylvania
$12.4K
AAG
823
Armstrong Advisory Group
Massachusetts
$11.5K
SCA
824
Stonebridge Capital Advisors
Minnesota
$11.5K +$10K +176 +733%
BC
825
Barrett & Company
Rhode Island
$11.3K

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.