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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 %
SR
826
Syntax Research
Florida
$10.6K +$10.6K +200 New
BC
827
Barrett & Company
Rhode Island
$10.4K – – –
SWA
828
Sutton Wealth Advisors
Florida
$10.4K +$2.22K +42 +27%
CAS
829
Coppell Advisory Solutions
Texas
$10.2K -$13K -128 -56%
JWA
830
JFS Wealth Advisors
Pennsylvania
$9.85K – – –
OLVIG
831
Oliver Lagore Vanvalin Investment Group
Michigan
$9.85K – – –
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.37K – – –
SCA
833
Stonebridge Capital Advisors
Minnesota
$9.32K -$1.27K -24 -12%
SC
834
Solstein Capital
California
$9.16K – – –
JMF
835
Johnson Midwest Financial
Iowa
$8.9K – – –
SWM
836
Spire Wealth Management
Virginia
$8.15K +$8.15K +154 New
FMP
837
Financial Management Professionals
Texas
$8K +$2.96K +54 +59%
HIA
838
Harbor Investment Advisory
Maryland
$7.94K -$152K -2,869 -95%
SS
839
Sunbelt Securities
Texas
$7.73K +$6.46K +122 +508%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
840
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.1K -$9.04M -170,780 -100%
ADL
841
Asset Dedication LLC
California
$7K +$7K +123 New
NS
842
NBC Securities
Alabama
$7K +$7K +138 New
WPA
843
West Paces Advisors
Georgia
$6.04K – – –
SSG
844
Summit Securities Group
New York
$6K +$6K +118 New
HGERS
845
Householder Group Estate & Retirement Specialist
Arizona
$5.93K +$5.93K +112 New
TIM
846
Tortoise Investment Management
New York
$5.83K +$424 +8 +8%
IA
847
IFS Advisors
Kansas
$5.3K – – –
AWM
848
AllSquare Wealth Management
New York
$5.3K – – –
AS
849
AM Squared
Hong Kong
$5.3K +$5.3K +100 New
CAL
850
Capital Advisors Ltd
Ohio
$5K – – –
32 33
34
35 36