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Monster Beverage
MNST

Overview Fund Activity

899 hedge funds and large institutions have $35.8B invested in Monster Beverage in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 333 increasing their positions, 342 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+7
Holders Change %
+0.78%
% of All Funds
14.33%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
97
Increased
333
Reduced
342
Closed
81
Calls
$188M
Puts
$202M
Net Calls
-$14.1M
Net Calls Change
-$38.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.86B
2
AllianceBernstein
AllianceBernstein
Tennessee
$2.16B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.03B
4
JCM
Junto Capital Management
New York
$78.4M
5
Capital World Investors
Capital World Investors
California
$1.22B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.75B
2
Deutsche Bank
Deutsche Bank
Germany
$95.6M
3
ClearBridge Investments
ClearBridge Investments
New York
$598M
4
Barclays
Barclays
United Kingdom
$372M
5
Invesco
Invesco
Georgia
$615M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
801
First Pacific Financial
Washington
$21.1K +$16.5K +312 +363%
MAM
802
Marquette Asset Management
Minnesota
$21K -$4.24K -80 -17%
RFG
803
RFP Financial Group
Georgia
$21K – – –
HBW
804
Hazlett, Burt & Watson
West Virginia
$20K +$5.82K +103 +41%
NC
805
NewSquare Capital
Pennsylvania
$19.2K +$19.2K +363 New
RBC
806
Roble Belko & Company
Pennsylvania
$19K – – –
PA
807
PSI Advisors
Florida
$17.6K – – –
OP
808
ORG Partners
Indiana
$17.1K -$2.75K -52 -14%
MA
809
Montag & Associates
Georgia
$17.1K – – –
MHR
810
Matthew Hamilton Rosenberg
$16.5K – – –
BCM
811
Bourgeon Capital Management
Connecticut
$15.9K – – –
HPC
812
HM Payson & Co
Maine
$15.5K – – –
TSWM
813
Tyler-Stone Wealth Management
Ohio
$14K – – –
GKIM
814
GW&K Investment Management
Massachusetts
$14K +$1.18K +23 +9%
CAC
815
Core Alternative Capital
Georgia
$13.7K – – –
AWM
816
Abound Wealth Management
Tennessee
$13.3K +$1.43K +27 +12%
RA
817
Rise Advisors
New York
$13.2K -$1.32K -25 -9%
CT
818
Colonial Trust
South Carolina
$12.6K – – –
QL
819
Quarry LP
New York
$12.2K -$64.9K -1,225 -84%
CFFP
820
Center for Financial Planning
Michigan
$11.4K – – –
BWM
821
Baystate Wealth Management
Massachusetts
$11.4K – – –
APW
822
Acima Private Wealth
Virginia
$11.4K – – –
LFG
823
Larson Financial Group
Missouri
$10.6K -$27.7K -524 -72%
AAG
824
Armstrong Advisory Group
Massachusetts
$10.6K – – –
SR
825
Syntax Research
Florida
$10.6K +$10.6K +200 New
31 32
33
34 35