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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
OPERF
176
Oregon Public Employees Retirement Fund
Oregon
$12.7M +$573K +10,073 +5%
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
$12.7M -$60.6K -1,065 -0.5%
Tudor Investment Corp
178
Tudor Investment Corp
Connecticut
$12.7M +$8.61M +151,474 +218%
X
179
Xponance
Pennsylvania
$12.6M +$415K +7,298 +3%
State of Tennessee, Department of Treasury
180
State of Tennessee, Department of Treasury
Tennessee
$12.5M
CM
181
Churchill Management
California
$12M +$11.9M +209,394 New
BS
182
Banco Santander
Spain
$12M -$1.8M -31,721 -13%
A
183
AustralianSuper
Australia
$11.8M +$11.7M +205,799 New
DnB Asset Management
184
DnB Asset Management
Norway
$11.6M +$3.23M +56,879 +39%
FAF
185
Fjarde Ap-fonden
Sweden
$11.4M -$7.54M -132,628 -40%
CI
186
Capital International
California
$11.3M -$941K -16,539 -8%
MWM
187
Moran Wealth Management
Florida
$11.1M -$183K -3,212 -2%
SCM
188
Shelton Capital Management
Colorado
$11M -$492K -8,645 -4%
Aberdeen Group
189
Aberdeen Group
United Kingdom
$11M -$150K -2,632 -1%
US Bancorp
190
US Bancorp
Minnesota
$10.6M -$545K -9,591 -5%
LCM
191
Landscape Capital Management
New Jersey
$10.6M +$5.99M +105,335 +134%
Mackenzie Financial
192
Mackenzie Financial
Ontario, Canada
$10.4M +$45.9K +807 +0.4%
Twin Tree Management
193
Twin Tree Management
Texas
$10.4M +$340K +5,985 +3%
AI
194
Atria Investments
North Carolina
$10.3M -$678K -11,922 -6%
CWM
195
CIBC World Markets
New York
$10.2M +$3.26M +57,288 +48%
Rafferty Asset Management
196
Rafferty Asset Management
New York
$9.95M +$1.48M +25,983 +18%
Osaic Holdings
197
Osaic Holdings
Arizona
$9.95M +$37.9K +666 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.82M +$9.72M +170,914 New
AWM
199
AE Wealth Management
Kansas
$9.79M -$2.2M -38,733 -19%
AIMCA
200
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.63M +$8.5M +149,408 +821%

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.