Monster Beverage
MNST
443 hedge funds and large institutions have $14.5B invested in Monster Beverage in 2014 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 161 increasing their positions, 167 reducing their positions, and 47 closing their positions.
55% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 47
22% more call options, than puts
Call options by funds: $271M | Put options by funds: $223M
18% more capital invested
Capital invested by funds: $12.4B → $14.5B (+$2.18B)
5% more funds holding
Funds holding: 421 → 443 (+22)
4% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 167
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$120M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$104M |
| 3 |
Morgan Stanley
New York
|
+$95.9M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$95.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$78.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$152M |
| 2 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$130M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$103M |
| 4 |
AI
Analytic Investors
Los Angeles,
California
|
-$102M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.1M |
MNST Hedge Fund Activity: Q4 2014 in Review
443 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2014, worth a combined $14.5B — up 18% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new MNST positions and 47 closed out — a net gain of 26 holders — while 161 added to existing stakes and 167 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $120M. The largest seller was Bank of New York Mellon, cutting an estimated $152M.
- 443 institutional investors held Monster Beverage (MNST) as of Q4 2014, up from 421 in Q3 2014.
- Funds reported $14.5B of Monster Beverage stock for Q4 2014, up 18% quarter-over-quarter.
- 73 funds opened new Monster Beverage positions in Q4 2014 and 47 closed out, a net change of +26 holders.
- The largest Monster Beverage buyer in Q4 2014 was Victory Capital Management, an estimated $120M added.
- The largest Monster Beverage seller in Q4 2014 was Bank of New York Mellon, an estimated $152M sold.
Based on aggregated 13F filings for Q4 2014.