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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
WWP
876
WR Wealth Planners
Missouri
$1.49K +$1.48K +26 New
FWM
877
Focused Wealth Management
New York
$1.38K -$72.8K -1,280 -98%
SS
878
Sunbelt Securities
Texas
$1.38K
AA
879
Ancora Advisors
Ohio
$1.2K +$1.19K +21 New
PPWM
880
PFG Private Wealth Management
Florida
$1.15K -$216K -3,792 -99%
WWM
881
Wolff Wiese Magana
California
$1.15K
HWP
882
Highline Wealth Partners
California
$1.03K
SIS
883
Sound Income Strategies
Florida
$1.03K
FMTCOCP
884
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
SF
885
Safeguard Financial
Wisconsin
$1K +$569 +10 New
VF
886
VitalStone Financial
Texas
$1K +$1.54K +27 New
FSWA
887
Financial Synergies Wealth Advisors
Texas
$920
2L
888
25 LLC
Missouri
$511
SWA
889
SOA Wealth Advisors
New York
$460
TWD
890
True Wealth Design
Ohio
$460
VCM
891
Versant Capital Management
Arizona
$345 +$341 +6 New
CTWM
892
Cherry Tree Wealth Management
Minnesota
$288 +$284 +5 New
KTC
893
Kistler-Tiffany Companies
Pennsylvania
$230
FGAM
894
Financial Gravity Asset Management
Texas
$185 +$171 +3 +6%
TCOV
895
Trust Company of Vermont
Vermont
$115
Artisan Partners
896
Artisan Partners
Wisconsin
-$66.6M -1,232,536 Closed
SAM
897
Scopus Asset Management
New York
-$43.2M -800,000 Closed
N
898
Natixis
France
-$39.6M -732,812 Closed
MGCM
899
Mane Global Capital Management
New York
-$29.5M -546,198 Closed
Holocene Advisors
900
Holocene Advisors
New York
-$20.8M -384,670 Closed

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.