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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$67.1M -$12.1M -213,570 -15%
RJA
77
Raymond James & Associates
Florida
$66.7M -$8.72M -153,397 -12%
JFL
78
Jarislowsky, Fraser Ltd
Quebec, Canada
$65.5M -$11.6M -203,459 -15%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$64.4M +$11.4M +199,841 +22%
Fidelity International
80
Fidelity International
Bermuda
$61.1M -$17.1M -300,638 -22%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$60.8M -$2.93M -51,491 -5%
Empower Advisory Group
82
Empower Advisory Group
Colorado
$59.3M -$43M -755,788 -42%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$58.5M +$10.1M +177,612 +21%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$57.7M +$21.3M +374,493 +59%
Toronto Dominion Bank
85
Toronto Dominion Bank
Ontario, Canada
$55.5M +$26M +458,010 +90%
Arrowstreet Capital
86
Arrowstreet Capital
Massachusetts
$55.1M +$23.7M +417,501 +77%
ProShare Advisors
87
ProShare Advisors
Maryland
$53.4M -$2.9M -50,915 -5%
CIC
88
Chilton Investment Company
Connecticut
$52.7M -$1.09M -19,104 -2%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$52.6M +$14.9M +261,568 +40%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$52.3M -$334K -5,880 -0.6%
Two Sigma Advisers
91
Two Sigma Advisers
New York
$49.6M +$48.9M +860,100 +21,503%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$48.7M +$13.5M +236,940 +39%
CSS
93
Cubist Systematic Strategies
Connecticut
$48.3M +$40.1M +704,240 +514%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$46.5M -$179K -3,146 -0.4%
Stifel Financial
95
Stifel Financial
Missouri
$44.8M -$3.4M -59,721 -7%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$43.6M -$4.08M -71,683 -9%
Prudential Financial
97
Prudential Financial
New Jersey
$42.9M -$548K -9,627 -1%
ACM
98
Argent Capital Management
Missouri
$42.6M -$491K -8,632 -1%
1832 Asset Management
99
1832 Asset Management
Ontario, Canada
$41.7M +$41.2M +724,470 +68,475%
SFG
100
Sather Financial Group
Texas
$41.4M -$317K -5,569 -0.8%

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.