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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
NIC
851
Northwest Investment Counselors
Oregon
$4.48K
HWA
852
Heritage Wealth Advisors
Virginia
$4.48K +$4.44K +78 New
TFM
853
TFC Financial Management
Massachusetts
$4.25K +$341 +6 +9%
RCM
854
Raleigh Capital Management
North Carolina
$4.02K
TFGT
855
TS Financial Group (TSFG)
Illinois
$4K +$3.87K +68 New
BG
856
Bollard Group
Massachusetts
$4K +$3.98K +70 New
FA
857
Fiduciary Alliance
South Carolina
$3.68K +$3.64K +64 New
M
858
MOTCO
Texas
$3.56K +$3.53K +62 New
GJIA
859
Glass Jacobson Investment Advisors
Maryland
$3.22K +$3.19K +56 New
RG
860
Retirement Group
California
$3.22K +$3.19K +56 New
KFP
861
KB Financial Partners
New Jersey
$3K
MCM
862
Manchester Capital Management
Vermont
$2.99K +$227 +4 +8%
LIM
863
Longfellow Investment Management
Massachusetts
$2.76K
CHA
864
Carmichael Hill & Associates
Maryland
$2.64K
FBC
865
Fairfield, Bush & Co
Connecticut
$2.64K +$2.62K +46 New
PWMG
866
Prestige Wealth Management Group
New Jersey
$2.41K -$257K -4,514 -99%
TCM
867
TD Capital Management
Tennessee
$2.3K
EBA
868
Eagle Bay Advisors
New York
$2.07K
TCA
869
Trifecta Capital Advisors
Illinois
$2.07K
IPW
870
Impact Partnership Wealth
Georgia
$2.07K +$2.05K +36 New
AW
871
Avion Wealth
Texas
$2K +$2.62K +46 New
WP
872
WealthPLAN Partners
Nebraska
$1.84K -$3.75K -66 -67%
DI
873
Disciplined Investments
Oklahoma
$1.78K -$57 -1 -3%
CWA
874
Clearview Wealth Advisors
Oregon
$1.72K
NSIM
875
North Star Investment Management
Illinois
$1.49K

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.