Monster Beverage
MNST
613 hedge funds and large institutions have $19.2B invested in Monster Beverage in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 211 increasing their positions, 235 reducing their positions, and 65 closing their positions.
37% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 65
2% more funds holding
Funds holding: 599 → 613 (+14)
3.21% less ownership
Funds ownership: 130.51% → 127.3% (-3.2%)
10% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 235
14% less capital invested
Capital invested by funds: $22.3B → $19.2B (-$3.06B)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
49% less call options, than puts
Call options by funds: $50.3M | Put options by funds: $98.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$388M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$234M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$157M |
| 4 |
Renaissance Technologies
New York
|
+$138M |
| 5 |
JP Morgan Chase
New York
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$823M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
-$341M |
| 3 |
EC
Eminence Capital
New York
|
-$144M |
| 4 |
D.E. Shaw & Co
New York
|
-$98.2M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$85.8M |
MNST Hedge Fund Activity: Q1 2020 in Review
613 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2020, worth a combined $19.2B — down 14% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new MNST positions and 65 closed out — a net gain of 24 holders — while 211 added to existing stakes and 235 trimmed.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $388M. The largest seller was Viking Global Investors, exiting entirely with an estimated $823M sold.
- 613 institutional investors held Monster Beverage (MNST) as of Q1 2020, up from 599 in Q4 2019.
- Funds reported $19.2B of Monster Beverage stock for Q1 2020, down 14% quarter-over-quarter.
- 89 funds opened new Monster Beverage positions in Q1 2020 and 65 closed out, a net change of +24 holders.
- The largest Monster Beverage buyer in Q1 2020 was ClearBridge Investments, an estimated $388M added.
- The largest Monster Beverage seller in Q1 2020 was Viking Global Investors, an estimated $823M sold.
Based on aggregated 13F filings for Q1 2020.