Monster Beverage
MNST
408 hedge funds and large institutions have $9.65B invested in Monster Beverage in 2014 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 158 increasing their positions, 161 reducing their positions, and 31 closing their positions.
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
1% more funds holding
Funds holding: 402 → 408 (+6)
4% more capital invested
Capital invested by funds: $9.28B → $9.65B (+$369M)
2% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 161
15% less call options, than puts
Call options by funds: $157M | Put options by funds: $184M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$217M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$116M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$71.7M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$61.5M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$54.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$161M |
| 2 |
SFM
Soros Fund Management
New York
|
-$102M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$89.4M |
| 4 |
CCI
Columbus Circle Investors
|
-$69M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$68.4M |
MNST Hedge Fund Activity: Q2 2014 in Review
408 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2014, worth a combined $9.65B — up 4% from $9.28B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MNST positions and 31 closed out — a net gain of 11 holders — while 158 added to existing stakes and 161 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $217M. The largest seller was Morgan Stanley, cutting an estimated $161M.
- 408 institutional investors held Monster Beverage (MNST) as of Q2 2014, up from 402 in Q1 2014.
- Funds reported $9.65B of Monster Beverage stock for Q2 2014, up 4% quarter-over-quarter.
- 42 funds opened new Monster Beverage positions in Q2 2014 and 31 closed out, a net change of +11 holders.
- The largest Monster Beverage buyer in Q2 2014 was Wellington Management Group, an estimated $217M added.
- The largest Monster Beverage seller in Q2 2014 was Morgan Stanley, an estimated $161M sold.
Based on aggregated 13F filings for Q2 2014.