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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
OTL
926
Oak Thistle LLC
New York
-$317K -5,877 Closed
DS
927
DRW Securities
Illinois
-$307K -5,685 Closed
AC
928
AXQ Capital
New Jersey
-$295K -5,454 Closed
MWM
929
Mission Wealth Management
California
-$287K -5,308 Closed
CAGAS
930
Capital Advisory Group Advisory Services
Minnesota
-$264K -4,888 Closed
PF
931
Phoenix Financial
Israel
-$251K -4,830 Closed
EP
932
Edgestream Partners
New Jersey
-$258K -4,783 Closed
BWP
933
Balboa Wealth Partners
Arizona
-$242K -4,476 Closed
WS
934
Wedbush Securities
California
-$217K -4,020 Closed
DTL
935
Dynamic Technology Lab
Singapore
-$215K -3,973 Closed
FFA
936
First Foundation Advisors
California
-$214K -3,966 Closed
UL
937
Unionview LLC
Washington
-$213K -3,948 Closed
HHGA
938
Halbert Hargrove Global Advisors
California
-$211K -3,915 Closed
MSFS
939
Main Street Financial Solutions
Pennsylvania
-$205K -3,798 Closed
PI
940
PEAK6 Investments
Illinois
-$198K -3,475 Closed
CSPAM
941
Cary Street Partners Asset Management
Virginia
-$162K -3,000 Closed
Capstone Investment Advisors
942
Capstone Investment Advisors
New York
-$93.1K -1,637 Closed
JIR
943
James Investment Research
Ohio
-$43K -790 Closed
BA
944
Bellwether Advisors
Nebraska
-$27K -500 Closed
ST
945
Sageworth Trust
Pennsylvania
-$19.9K -368 Closed
TWA
946
TCI Wealth Advisors
Arizona
-$18.7K -346 Closed
EI
947
Ellevest Inc
New York
-$16.7K -310 Closed
MWM
948
Mascoma Wealth Management
New Hampshire
-$13.2K -236 Closed
AAS
949
Ameritas Advisory Services
Nebraska
-$12.1K -226 Closed
NC
950
NewSquare Capital
Pennsylvania
-$11.9K -220 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.