Monster Beverage
MNST
489 hedge funds and large institutions have $18.7B invested in Monster Beverage in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 229 reducing their positions, and 47 closing their positions.
31% more call options, than puts
Call options by funds: $289M | Put options by funds: $221M
17% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 47
1% more funds holding
Funds holding: 484 → 489 (+5)
10% less capital invested
Capital invested by funds: $20.8B → $18.7B (-$2.13B)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
40% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 229
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$75M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$58M |
| 3 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$54.5M |
| 4 |
HCM
Hitchwood Capital Management
New York
|
+$46.7M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$46.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$178M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$168M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$121M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$44.3M |
MNST Hedge Fund Activity: Q3 2016 in Review
489 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2016, worth a combined $18.7B — down 10% from $20.8B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new MNST positions and 47 closed out — a net gain of 8 holders — while 137 added to existing stakes and 229 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $75M. The largest seller was Morgan Stanley, cutting an estimated $178M.
- 489 institutional investors held Monster Beverage (MNST) as of Q3 2016, up from 484 in Q2 2016.
- Funds reported $18.7B of Monster Beverage stock for Q3 2016, down 10% quarter-over-quarter.
- 55 funds opened new Monster Beverage positions in Q3 2016 and 47 closed out, a net change of +8 holders.
- The largest Monster Beverage buyer in Q3 2016 was Citadel Advisors, an estimated $75M added.
- The largest Monster Beverage seller in Q3 2016 was Morgan Stanley, an estimated $178M sold.
Based on aggregated 13F filings for Q3 2016.