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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
SDJVC
101
St. Denis J. Villere & Co
Louisiana
$41.3M +$3.78M +66,390 +10%
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$41M +$3.81M +67,078 +10%
Man Group
103
Man Group
United Kingdom
$40.8M +$40.4M +710,213 New
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$40.4M +$22.9M +401,894 +133%
IG
105
ING Group
Netherlands
$39.7M +$18.6M +326,975 +90%
Truist Financial
106
Truist Financial
North Carolina
$39.6M -$395K -6,947 -1%
Canada Life
107
Canada Life
Manitoba, Canada
$37.3M -$4.01M -70,492 -10%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$36.9M +$10.5M +185,270 +41%
Victory Capital Management
109
Victory Capital Management
Texas
$36.5M -$1.84M -32,430 -5%
DZ Bank
110
DZ Bank
Germany
$35.8M -$10M -175,905 -22%
LPL Financial
111
LPL Financial
California
$34.6M +$531K +9,335 +2%
Axa
112
Axa
France
$33.9M -$3.75M -65,948 -10%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$33.8M +$2.23M +39,148 +7%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$32.3M -$2.05M -36,097 -6%
Adage Capital Partners
115
Adage Capital Partners
Massachusetts
$32.1M +$788K +13,850 +3%
Squarepoint
116
Squarepoint
New York
$32M +$1.19M +20,837 +4%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$31.9M -$1.43M -25,086 -4%
SI
118
Scout Investments
Missouri
$31.8M -$11.9M -209,108 -28%
Millennium Management
119
Millennium Management
New York
$31.7M +$16.6M +291,932 +112%
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$31.4M +$778K +13,683 +3%
Cerity Partners
121
Cerity Partners
New York
$31.3M -$2.53M -44,533 -8%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.2M -$1.78M -31,372 -6%
Skandinaviska Enskilda Banken (SEB)
123
Skandinaviska Enskilda Banken (SEB)
Sweden
$29.7M +$21M +369,588 +250%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$29.1M -$13.1M -230,031 -31%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$28.2M -$231K -4,066 -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.