Monster Beverage
MNST
362 hedge funds and large institutions have $7.08B invested in Monster Beverage in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 133 increasing their positions, 136 reducing their positions, and 39 closing their positions.
28% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 39
3% more funds holding
Funds holding: 353 → 362 (+9)
2% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 136
16% less capital invested
Capital invested by funds: $8.44B → $7.08B (-$1.36B)
40% less call options, than puts
Call options by funds: $122M | Put options by funds: $203M
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$106M |
| 2 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$89.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.5M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$58.1M |
| 5 |
SONJCPFA
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Meritage Group
San Francisco,
California
|
-$155M |
| 2 |
Jennison Associates
New York
|
-$62.5M |
| 3 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$60.1M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$50.7M |
| 5 |
Goldman Sachs
New York
|
-$46.7M |
MNST Hedge Fund Activity: Q3 2013 in Review
362 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2013, worth a combined $7.08B — down 16% from $8.44B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new MNST positions and 39 closed out — a net gain of 11 holders — while 133 added to existing stakes and 136 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $106M. The largest seller was Meritage Group, exiting entirely with an estimated $155M sold.
- 362 institutional investors held Monster Beverage (MNST) as of Q3 2013, up from 353 in Q2 2013.
- Funds reported $7.08B of Monster Beverage stock for Q3 2013, down 16% quarter-over-quarter.
- 50 funds opened new Monster Beverage positions in Q3 2013 and 39 closed out, a net change of +11 holders.
- The largest Monster Beverage buyer in Q3 2013 was Fidelity Investments, an estimated $106M added.
- The largest Monster Beverage seller in Q3 2013 was Meritage Group, an estimated $155M sold.
Based on aggregated 13F filings for Q3 2013.