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Monster Beverage

929 hedge funds and large institutions have $31.8B invested in Monster Beverage in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 325 increasing their positions, 383 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less call options, than puts

Call options by funds: $210M | Put options by funds: $217M

4.11% less ownership

Funds ownership: 65.21%61.09% (-4.1%)

7% less funds holding

Funds holding: 998929 (-69)

15% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 383

21% less capital invested

Capital invested by funds: $40.2B → $31.8B (-$8.4B)

39% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 149

Holders
929
Holders Change
-69
Holders Change %
-6.91%
% of All Funds
13.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
91
Increased
325
Reduced
383
Closed
149
Calls
$210M
Puts
$217M
Net Calls
-$6.11M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
801
Livforsakringsbolaget Skandia
Sweden
$29.2K
SWS
802
SYSTM Wealth Solutions
Illinois
$27.2K
PB
803
Pinnacle Bancorp
Nebraska
$27K
SC
804
Stephens Consulting
Michigan
$26.3K +$27.9K +526 New
CBT
805
Central Bank & Trust
Kentucky
$25K -$49.1K -927 -65%
PBK
806
Peoples Bank (Kansas)
Kansas
$25K
RA
807
Rise Advisors
New York
$23.3K -$13.2K -249 -35%
NS
808
NBC Securities
Alabama
$23K +$8.74K +165 +55%
MCM
809
MV Capital Management
Maryland
$22.8K -$2.17K -41 -8%
WT
810
Washington Trust
Rhode Island
$21.6K -$848 -16 -4%
IAIM
811
International Assets Investment Management
Florida
$21.5K +$22.8K +430 New
CWM
812
Compass Wealth Management
Connecticut
$20.3K
VNA
813
Valley National Advisers
Pennsylvania
$20K -$20.6K -388 -49%
TIM
814
Tortoise Investment Management
New York
$19.3K -$5.19K -98 -20%
RBC
815
Roble Belko & Company
Pennsylvania
$18K
OP
816
ORG Partners
Indiana
$17.5K +$16.4K +310 +775%
FIA
817
FNY Investment Advisers
New York
$17K +$18.2K +343 New
LTI
818
Laffer Tengler Investments
Tennessee
$16.9K +$17.9K +338 New
PA
819
PSI Advisors
Florida
$16.6K
FPF
820
First Pacific Financial
Washington
$15.6K
MHR
821
Matthew Hamilton Rosenberg
$15.6K
GKIM
822
GW&K Investment Management
Massachusetts
$15K -$212 -4 -1%
DCM
823
Davis Capital Management
Florida
$15K
DF
824
Dunhill Financial
United Kingdom
$14.5K +$795 +15 +5%
RCM
825
Raleigh Capital Management
North Carolina
$14.2K -$7.58K -143 -33%

MNST Hedge Fund Activity: Q2 2024 in Review

929 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2024, worth a combined $31.8B — down 21% from $40.2B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of MNST and 91 opened new positions — a net loss of 58 holders — while 383 trimmed existing stakes and 325 added.

The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Wellington Management Group, cutting an estimated $839M.

  • 929 institutional investors held Monster Beverage (MNST) as of Q2 2024, down from 998 in Q1 2024.
  • Funds reported $31.8B of Monster Beverage stock for Q2 2024, down 21% quarter-over-quarter.
  • 91 funds opened new Monster Beverage positions in Q2 2024 and 149 closed out, a net change of -58 holders.
  • The largest Monster Beverage buyer in Q2 2024 was JP Morgan Chase, an estimated $454M added.
  • The largest Monster Beverage seller in Q2 2024 was Wellington Management Group, an estimated $839M sold.

Based on aggregated 13F filings for Q2 2024.