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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
KHC
851
Koesten Hirschmann & Crabtree
Kansas
$433 +$410 +8 New
SWA
852
SOA Wealth Advisors
New York
$432 – – –
ECM
853
Everence Capital Management
Indiana
$363 +$345K +6,720 New
FGAM
854
Financial Gravity Asset Management
Texas
$233 -$7.69K -150 -74%
KTC
855
Kistler-Tiffany Companies
Pennsylvania
$217 – – –
TCOV
856
Trust Company of Vermont
Vermont
$108 – – –
Boston Partners
857
Boston Partners
Massachusetts
– -$43.3M -852,960 Closed
WP
858
Woodline Partners
California
– -$13.7M -269,658 Closed
KPF
859
K2 Principal Fund
Ontario, Canada
– -$11M -216,654 Closed
WMSA
860
Weiss Multi-Strategy Advisers
New York
– -$7.97M -156,910 Closed
PE
861
Point72 Europe
United Kingdom
– -$7.42M -146,256 Closed
MCM
862
Marsico Capital Management
Colorado
– -$5.85M -115,190 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
863
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.87M -95,948 Closed
PMEF
864
Point72 Middle East FZE
United Arab Emirates
– -$3.59M -69,966 Closed
Hudson Bay Capital Management
865
Hudson Bay Capital Management
Connecticut
– -$2.84M -56,000 Closed
LFM
866
LGT Fund Management
Liechtenstein
– -$2.54M -50,000 Closed
TI
867
Trexquant Investment
Connecticut
– -$2.22M -43,756 Closed
WHG
868
Westwood Holdings Group
Texas
– -$2.22M -43,672 Closed
ACM
869
Aquatic Capital Management
Illinois
– -$1.92M -37,800 Closed
QC
870
Quadrature Capital
United Kingdom
– -$1.71M -33,694 Closed
AC
871
Allstate Corporation
Illinois
– -$1.62M -31,860 Closed
Walleye Capital
872
Walleye Capital
New York
– -$1.55M -30,306 Closed
OTPPB
873
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.18M -23,162 Closed
CWM
874
Cordatus Wealth Management
Pennsylvania
– -$1.02M -20,024 Closed
BCM
875
Bayesian Capital Management
New York
– -$1M -19,740 Closed
33 34
35
36 37

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.