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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
PI
151
PineBridge Investments
New York
$17.6M +$9.4M +165,254 +118%
DC
152
Defender Capital
North Carolina
$17.4M -$2.27M -39,913 -12%
IMRF
153
Illinois Municipal Retirement Fund
Illinois
$16.7M +$3.47M +60,941 +27%
CL
154
CIM LLC
New York
$16.7M -$433K -7,616 -3%
Voloridge Investment Management
155
Voloridge Investment Management
Florida
$16.6M +$1.67M +29,305 +11%
Nomura Asset Management
156
Nomura Asset Management
Japan
$16.3M +$2.89M +50,812 +22%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$15.8M +$1.82M +31,937 +13%
DSAM
158
Dock Street Asset Management
Florida
$15.8M -$107K -1,874 -0.7%
JF
159
Jump Financial
Illinois
$15.3M +$10.2M +179,606 +208%
JMPWA
160
JP Morgan Private Wealth Advisors
California
$15M -$136K -2,387 -0.9%
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
$14.7M -$28.9M -508,250 -66%
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$14.6M -$2.57M -45,232 -15%
DBG
163
De Burlo Group
Massachusetts
$14.5M +$10.6M +185,670 +275%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$14.4M -$720K -12,663 -5%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$14.3M -$58.8K -1,034 -0.4%
LGF
166
LGT Group Foundation
Liechtenstein
$14.2M -$7.76M -136,515 -36%
SO
167
STRS Ohio
Ohio
$14.1M -$696K -12,244 -5%
AB
168
Amalgamated Bank
New York
$14M +$1.04M +18,265 +8%
SIMG
169
Stephens Investment Management Group
Texas
$13.9M +$237K +4,174 +2%
ADEF
170
Adams Diversified Equity Fund
Maryland
$13.9M -$3.37M -59,200 -20%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$13.6M -$674K -11,852 -5%
APG Asset Management
172
APG Asset Management
Netherlands
$13.2M +$301K +5,300 +2%
MIM
173
MetLife Investment Management
New Jersey
$12.9M +$87K +1,530 +0.7%
ASRS
174
Arizona State Retirement System
Arizona
$12.9M +$608K +10,695 +5%
SOMRS
175
State of Michigan Retirement System
Michigan
$12.7M -$273K -4,800 -2%

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.