We are live on ! Find out more
MNST icon

Monster Beverage
MNST

965 hedge funds and large institutions have $39.5B invested in Monster Beverage in 2023 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 77

10% more capital invested

Capital invested by funds: $35.8B → $39.5B (+$3.69B)

7% more funds holding

Funds holding: 902 → 965 (+63)

1.36% more ownership

Funds ownership: 64.53% → 65.89% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 331

29% less call options, than puts

Call options by funds: $211M | Put options by funds: $298M

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
965
Holders Change
+63
Holders Change %
+6.98%
% of All Funds
14.07%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
152
Increased
352
Reduced
331
Closed
77
Calls
$211M
Puts
$298M
Net Calls
-$86.8M
Net Calls Change
-$72.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$791M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$223M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$198M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$162M
5
Deutsche Bank
Deutsche Bank
Germany
+$138M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$817M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$135M
3
Capital World Investors
Capital World Investors
California
-$103M
4
Renaissance Technologies
Renaissance Technologies
New York
-$92M
5
Invesco
Invesco
Georgia
-$81.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
926
Carmichael Hill & Associates
Maryland
$2.65K – – –
FBC
927
Fairfield, Bush & Co
Connecticut
$2.65K +$2.46K +46 New
PMFA
928
Plante Moran Financial Advisors
Michigan
$2.36K +$2.19K +41 New
TCM
929
TD Capital Management
Tennessee
$2.3K – – –
VAG
930
VisionPoint Advisory Group
Texas
$2.3K +$1.6K +30 +300%
AP
931
Aspect Partners
Virginia
$2.13K +$1.98K +37 New
TCA
932
Trifecta Capital Advisors
Illinois
$2.07K – – –
OP
933
ORG Partners
Indiana
$2.07K -$15.3K -287 -89%
OCM
934
Orion Capital Management
California
$2.02K – – –
CG
935
Cutler Group
California
$2K -$2.46K -46 -49%
Jones Financial Companies
936
Jones Financial Companies
Missouri
$1.84K +$1.71K +32 New
DPW
937
DiNuzzo Private Wealth
Pennsylvania
$1.79K +$1.66K +31 New
VCM
938
Versant Capital Management
Arizona
$1.55K +$1.12K +21 +350%
NSIM
939
North Star Investment Management
Illinois
$1.5K – – –
CIA
940
Cape Investment Advisory
Georgia
$1.5K +$1.39K +26 New
FWM
941
Focused Wealth Management
New York
$1.38K – – –
AWM
942
Able Wealth Management
New Jersey
$1.38K +$1.28K +24 New
AIMA
943
Ables Iannone Moore & Associates
Georgia
$1.27K +$1.18K +22 New
AA
944
Ancora Advisors
Ohio
$1.2K – – –
WWM
945
Wolff Wiese Magana
California
$1.15K – – –
BL
946
BFSG LLC
California
$1.15K +$1.07K +20 New
HWP
947
Highline Wealth Partners
California
$1.04K – – –
FMTCOCP
948
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
FSWA
949
Financial Synergies Wealth Advisors
Texas
$813 -$428 -8 -50%
PA
950
Pineridge Advisors
Missouri
$807 +$748 +14 New
36 37
38
39 40

MNST Hedge Fund Activity: Q4 2023 in Review

965 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2023, worth a combined $39.5B — up 10% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new MNST positions and 77 closed out — a net gain of 75 holders — while 352 added to existing stakes and 331 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $791M. The largest seller was JP Morgan Chase, cutting an estimated $817M.

  • 965 institutional investors held Monster Beverage (MNST) as of Q4 2023, up from 902 in Q3 2023.
  • Funds reported $39.5B of Monster Beverage stock for Q4 2023, up 10% quarter-over-quarter.
  • 152 funds opened new Monster Beverage positions in Q4 2023 and 77 closed out, a net change of +75 holders.
  • The largest Monster Beverage buyer in Q4 2023 was Morgan Stanley, an estimated $791M added.
  • The largest Monster Beverage seller in Q4 2023 was JP Morgan Chase, an estimated $817M sold.

Based on aggregated 13F filings for Q4 2023.