Monster Beverage
MNST
422 hedge funds and large institutions have $12.4B invested in Monster Beverage in 2014 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 160 reducing their positions, and 48 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
29% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 48
29% more capital invested
Capital invested by funds: $9.65B → $12.4B (+$2.76B)
3% more funds holding
Funds holding: 408 → 422 (+14)
3% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 160
1% more call options, than puts
Call options by funds: $192M | Put options by funds: $191M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$172M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$169M |
| 3 |
JP Morgan Chase
New York
|
+$83.4M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$79.9M |
| 5 |
AI
Analytic Investors
Los Angeles,
California
|
+$79.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$144M |
| 2 |
CCI
Columbus Circle Investors
|
-$67.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$63.5M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$55.8M |
| 5 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$43.3M |
MNST Hedge Fund Activity: Q3 2014 in Review
422 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2014, worth a combined $12.4B — up 29% from $9.65B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MNST positions and 48 closed out — a net gain of 14 holders — while 164 added to existing stakes and 160 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $172M. The largest seller was UBS AM, cutting an estimated $144M.
- 422 institutional investors held Monster Beverage (MNST) as of Q3 2014, up from 408 in Q2 2014.
- Funds reported $12.4B of Monster Beverage stock for Q3 2014, up 29% quarter-over-quarter.
- 62 funds opened new Monster Beverage positions in Q3 2014 and 48 closed out, a net change of +14 holders.
- The largest Monster Beverage buyer in Q3 2014 was Wellington Management Group, an estimated $172M added.
- The largest Monster Beverage seller in Q3 2014 was UBS AM, an estimated $144M sold.
Based on aggregated 13F filings for Q3 2014.