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Monster Beverage
MNST

855 hedge funds and large institutions have $37B invested in Monster Beverage in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 300 increasing their positions, 296 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 77

8% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.59B)

4% more funds holding

Funds holding: 826 → 855 (+29)

1% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 296

37% less call options, than puts

Call options by funds: $151M | Put options by funds: $242M

38% less funds holding in top 10

Funds holding in top 10: 13 → 8 (-5)

65.1% less ownership

Funds ownership: 130.12% → 65.02% (-65%)

Holders
855
Holders Change
+29
Holders Change %
+3.51%
% of All Funds
13.63%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.13%
New
122
Increased
300
Reduced
296
Closed
77
Calls
$151M
Puts
$242M
Net Calls
-$90.3M
Net Calls Change
-$21M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$163M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$118M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$83.9M
4
ZIG
Zurich Insurance Group
Switzerland
+$73.6M
5
Barclays
Barclays
United Kingdom
+$68.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$434M
2
Holocene Advisors
Holocene Advisors
New York
-$142M
3
Citadel Advisors
Citadel Advisors
Florida
-$120M
4
American Century Companies
American Century Companies
Missouri
-$79.4M
5
Amundi
Amundi
France
-$79.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
826
Morton Brown Family Wealth
Pennsylvania
$2.92K +$2.77K +54 New
MCM
827
Manchester Capital Management
Vermont
$2.59K – – –
LIM
828
Longfellow Investment Management
Massachusetts
$2.59K – – –
CHA
829
Carmichael Hill & Associates
Maryland
$2.48K – – –
SIC
830
SJS Investment Consulting
Ohio
$2.41K -$1.08K -21 -32%
HWA
831
HHM Wealth Advisors
Tennessee
$2.38K – – –
TFA
832
Toth Financial Advisory
Virginia
$2.16K +$2.05K +40 New
TCM
833
TD Capital Management
Tennessee
$2.16K +$2.05K +40 New
KFP
834
KB Financial Partners
New Jersey
$2K – – –
TCA
835
Trifecta Capital Advisors
Illinois
$1.95K – – –
EBA
836
Eagle Bay Advisors
New York
$1.94K – – –
DI
837
Disciplined Investments
Oklahoma
$1.73K -$821 -16 -33%
CWA
838
Clearview Wealth Advisors
Oregon
$1.62K – – –
NSIM
839
North Star Investment Management
Illinois
$1.4K – – –
SCA
840
Stonebridge Capital Advisors
Minnesota
$1.3K -$1.54K -30 -56%
SS
841
Sunbelt Securities
Texas
$1.26K +$1.23K +24 New
AAP
842
Arax Advisory Partners
Colorado
$1.19K – – –
WWM
843
Wolff Wiese Magana
California
$1.08K – – –
FMTCOCP
844
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
SIS
845
Sound Income Strategies
Florida
$972 – – –
HWP
846
Highline Wealth Partners
California
$972 +$205 +4 +29%
FSWA
847
Financial Synergies Wealth Advisors
Texas
$865 – – –
WA
848
WestEnd Advisors
North Carolina
$540 -$513 -10 Closed
2L
849
25 LLC
Missouri
$532 +$462 +9 New
TWD
850
True Wealth Design
Ohio
$433 – – –
32 33
34
35 36

MNST Hedge Fund Activity: Q1 2023 in Review

855 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2023, worth a combined $37B — up 7.5% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MNST positions and 77 closed out — a net gain of 45 holders — while 300 added to existing stakes and 296 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $163M. The largest seller was Fidelity Investments, cutting an estimated $434M.

  • 855 institutional investors held Monster Beverage (MNST) as of Q1 2023, up from 826 in Q4 2022.
  • Funds reported $37B of Monster Beverage stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 122 funds opened new Monster Beverage positions in Q1 2023 and 77 closed out, a net change of +45 holders.
  • The largest Monster Beverage buyer in Q1 2023 was Janus Henderson Group, an estimated $163M added.
  • The largest Monster Beverage seller in Q1 2023 was Fidelity Investments, an estimated $434M sold.

Based on aggregated 13F filings for Q1 2023.