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Monster Beverage

474 hedge funds and large institutions have $18.3B invested in Monster Beverage in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 200 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $237M | Put options by funds: $233M

7% less funds holding

Funds holding: 510474 (-36)

8% less capital invested

Capital invested by funds: $19.7B → $18.3B (-$1.48B)

15% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 200

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

40% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 80

Holders
474
Holders Change
-36
Holders Change %
-7.06%
% of All Funds
12.58%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
48
Increased
170
Reduced
200
Closed
80
Calls
$237M
Puts
$233M
Net Calls
+$4.11M
Net Calls Change
-$176M

MNST Hedge Fund Activity: Q1 2016 in Review

474 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2016, worth a combined $18.3B — down 7.5% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of MNST and 48 opened new positions — a net loss of 32 holders — while 200 trimmed existing stakes and 170 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $149M. The largest seller was JP Morgan Chase, cutting an estimated $69M.

  • 474 institutional investors held Monster Beverage (MNST) as of Q1 2016, down from 510 in Q4 2015.
  • Funds reported $18.3B of Monster Beverage stock for Q1 2016, down 7.5% quarter-over-quarter.
  • 48 funds opened new Monster Beverage positions in Q1 2016 and 80 closed out, a net change of -32 holders.
  • The largest Monster Beverage buyer in Q1 2016 was Lone Pine Capital, an estimated $149M added.
  • The largest Monster Beverage seller in Q1 2016 was JP Morgan Chase, an estimated $69M sold.

Based on aggregated 13F filings for Q1 2016.