Monster Beverage
MNST
469 hedge funds and large institutions have $18.3B invested in Monster Beverage in 2015 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 164 increasing their positions, 191 reducing their positions, and 38 closing their positions.
84% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 38
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
26% more capital invested
Capital invested by funds: $14.6B → $18.3B (+$3.76B)
14% more call options, than puts
Call options by funds: $353M | Put options by funds: $310M
6% more funds holding
Funds holding: 444 → 469 (+25)
14% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$257M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$103M |
| 3 |
TG
TCW Group
Los Angeles,
California
|
+$65.1M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$49.8M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$173M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$93.6M |
| 3 |
TCM
Tybourne Capital Management
Hong Kong
|
-$84.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$70.9M |
| 5 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$67.8M |
MNST Hedge Fund Activity: Q1 2015 in Review
469 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2015, worth a combined $18.3B — up 26% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new MNST positions and 38 closed out — a net gain of 32 holders — while 164 added to existing stakes and 191 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $257M. The largest seller was Wellington Management Group, cutting an estimated $173M.
- 469 institutional investors held Monster Beverage (MNST) as of Q1 2015, up from 444 in Q4 2014.
- Funds reported $18.3B of Monster Beverage stock for Q1 2015, up 26% quarter-over-quarter.
- 70 funds opened new Monster Beverage positions in Q1 2015 and 38 closed out, a net change of +32 holders.
- The largest Monster Beverage buyer in Q1 2015 was JP Morgan Chase, an estimated $257M added.
- The largest Monster Beverage seller in Q1 2015 was Wellington Management Group, an estimated $173M sold.
Based on aggregated 13F filings for Q1 2015.