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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
GIA
876
Gladstone Institutional Advisory
Florida
– -$745K -14,684 Closed
E
877
Ergoteles
New York
– -$685K -13,486 Closed
PCMU
878
Paragon Capital Management (Utah)
Utah
– -$602K -11,852 Closed
MM
879
MQS Management
New York
– -$557K -10,972 Closed
WC
880
Wexford Capital
Florida
– -$515K -10,144 Closed
UPC
881
Utah Peaks Capital
Utah
– -$499K -9,826 Closed
SWS
882
SYSTM Wealth Solutions
Illinois
– -$492K -9,684 Closed
LCM
883
Lynwood Capital Management
Ontario, Canada
– -$457K -9,000 Closed
CCIA
884
Campbell & Co Investment Adviser
Maryland
– -$400K -7,888 Closed
KI
885
Kula Investments
Illinois
– -$369K -7,272 Closed
CC
886
Centiva Capital
New York
– -$340K -6,690 Closed
IAIM
887
International Assets Investment Management
Florida
– -$321K -6,328 Closed
MCC
888
Money Concepts Capital
Florida
– -$307K -6,040 Closed
PVH
889
Psagot Value Holdings
Israel
– -$305K -6,000 Closed
CA
890
Commerzbank Aktiengesellschaft
Germany
– -$294K -5,800 Closed
AFM
891
Andesa Financial Management
Pennsylvania
– -$285K -5,620 Closed
FRM
892
Fox Run Management
Connecticut
– -$253K -4,984 Closed
BOS
893
Bank of Stockton
California
– -$244K -4,800 Closed
CCM
894
Chimera Capital Management
New York
– -$236K -4,652 Closed
JCM
895
Jacobi Capital Management
Pennsylvania
– -$221K -4,358 Closed
IPW
896
Invictus Private Wealth
Colorado
– -$213K -4,200 Closed
SRG
897
SBB Research Group
Illinois
– -$210K -4,130 Closed
ACA
898
Aptus Capital Advisors
Alabama
– -$208K -4,088 Closed
DCM
899
Dupont Capital Management
Delaware
– -$131K -2,578 Closed
CCM
900
CAAS Capital Management
New York
– -$90.1K -1,774 Closed
34 35
36
37 38

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.