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Monster Beverage

515 hedge funds and large institutions have $20.6B invested in Monster Beverage in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 197 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $121M | Put options by funds: $84.5M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $18.8B → $20.6B (+$1.87B)

4% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 49

1% less funds holding

Funds holding: 519515 (-4)

4% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 205

3.13% less ownership

Funds ownership: 266.08%262.96% (-3.1%)

Holders
515
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
12.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
51
Increased
197
Reduced
205
Closed
49
Calls
$121M
Puts
$84.5M
Net Calls
+$36.4M
Net Calls Change
+$54.2M

MNST Hedge Fund Activity: Q3 2017 in Review

515 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2017, worth a combined $20.6B — up 10% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MNST positions and 49 closed out — a net gain of 2 holders — while 197 added to existing stakes and 205 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Wellington Management Group, cutting an estimated $341M.

  • 515 institutional investors held Monster Beverage (MNST) as of Q3 2017, down from 519 in Q2 2017.
  • Funds reported $20.6B of Monster Beverage stock for Q3 2017, up 10% quarter-over-quarter.
  • 51 funds opened new Monster Beverage positions in Q3 2017 and 49 closed out, a net change of +2 holders.
  • The largest Monster Beverage buyer in Q3 2017 was Bank of America, an estimated $152M added.
  • The largest Monster Beverage seller in Q3 2017 was Wellington Management Group, an estimated $341M sold.

Based on aggregated 13F filings for Q3 2017.