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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
JWA
826
JFS Wealth Advisors
Pennsylvania
$10.7K -$569 -10 -5%
OLVIG
827
Oliver Lagore Vanvalin Investment Group
Michigan
$10.7K
IGWM
828
ICA Group Wealth Management
Colorado
$10.7K +$227 +4 +2%
PMFA
829
Plante Moran Financial Advisors
Michigan
$10.6K +$10.5K +185 New
LWCFA
830
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.2K
HS
831
Horan Securities
United States
$9.99K
SC
832
Solstein Capital
California
$9.94K +$9.84K +173 New
JMF
833
Johnson Midwest Financial
Iowa
$9.65K
WTG
834
West Tower Group
Virginia
$9.3K +$9.21K +162 New
HF
835
Halpern Financial
Virginia
$9.19K +$9.1K +160 New
SWA
836
Sutton Wealth Advisors
Florida
$8.85K
WAM
837
Worth Asset Management
Texas
$7.93K +$7.85K +138 New
WPA
838
West Paces Advisors
Georgia
$6.55K
TIM
839
Tortoise Investment Management
New York
$5.86K
AWM
840
AllSquare Wealth Management
New York
$5.78K
IA
841
IFS Advisors
Kansas
$5.74K
OPTFSNA
842
Old Point Trust & Financial Services N A
Virginia
$5.51K +$5.46K +96 New
MA
843
MCF Advisors
Kentucky
$5.4K
BWL
844
Bogart Wealth LLC
Virginia
$5.4K
HI
845
Hoey Investments
Pennsylvania
$5.29K
Lazard Asset Management
846
Lazard Asset Management
New York
$5K -$8.76K -154 -64%
CAL
847
Capital Advisors Ltd
Ohio
$5K
FMP
848
Financial Management Professionals
Texas
$5K
MFT
849
Moisand Fitzgerald Tamayo
Florida
$4.94K
FPF
850
First Pacific Financial
Washington
$4.94K +$4.89K +86 New

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.