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Monster Beverage

606 hedge funds and large institutions have $19.9B invested in Monster Beverage in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 232 increasing their positions, 213 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

14% more capital invested

Capital invested by funds: $17.5B → $19.9B (+$2.42B)

4.95% more ownership

Funds ownership: 129.93%134.88% (+4.9%)

4% more funds holding

Funds holding: 584606 (+22)

9% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 213

52% less call options, than puts

Call options by funds: $91M | Put options by funds: $189M

Holders
606
Holders Change
+22
Holders Change %
+3.77%
% of All Funds
13.12%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.26%
New
83
Increased
232
Reduced
213
Closed
52
Calls
$91M
Puts
$189M
Net Calls
-$97.9M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.73B +$18.1M +635,798 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.66B -$64.2M -2,251,748 -4%
BlackRock
3
BlackRock
New York
$1.34B -$31.6M -1,110,226 -2%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$1.26B +$10.7M +375,992 +0.8%
State Street
5
State Street
Massachusetts
$967M +$47.2M +1,654,174 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$814M -$97.4M -3,418,146 -10%
AllianceBernstein
7
AllianceBernstein
Tennessee
$727M -$183M -6,402,650 -19%
Sands Capital Management
8
Sands Capital Management
Virginia
$573M -$35.1M -1,231,154 -6%
TCIM
9
TIAA CREF Investment Management
New York
$417M +$25.1M +881,872 +6%
Goldman Sachs
10
Goldman Sachs
New York
$395M +$122M +4,285,958 +42%
Renaissance Technologies
11
Renaissance Technologies
New York
$394M +$146M +5,117,146 +55%
Bank of America
12
Bank of America
North Carolina
$367M -$19.9M -696,630 -5%
Invesco
13
Invesco
Georgia
$361M -$4.39M -154,146 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$280M -$11.6M -408,006 -4%
Franklin Resources
15
Franklin Resources
California
$269M -$4.44M -155,888 -2%
Northern Trust
16
Northern Trust
Illinois
$261M +$1.21M +42,408 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$258M -$38.1M -1,336,236 -12%
BC
18
Broadwood Capital
New York
$255M
TCM
19
Tybourne Capital Management
Hong Kong
$253M -$22.8M -801,560 -8%
Norges Bank
20
Norges Bank
Norway
$234M +$1.38M +48,478 +0.6%
Man Group
21
Man Group
United Kingdom
$227M +$218M +7,636,108 +1,101%
American Century Companies
22
American Century Companies
Missouri
$223M -$10.3M -360,262 -4%
DCP
23
DSM Capital Partners
Florida
$192M -$6.49M -227,770 -3%
AQR Capital Management
24
AQR Capital Management
Connecticut
$186M +$157M +5,504,648 +394%
JP Morgan Chase
25
JP Morgan Chase
New York
$179M +$2.74M +96,278 +1%

MNST Hedge Fund Activity: Q1 2019 in Review

606 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2019, worth a combined $19.9B — up 14% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new MNST positions and 52 closed out — a net gain of 31 holders — while 232 added to existing stakes and 213 trimmed.

The largest buyer was Man Group, adding an estimated $218M. The largest seller was Janus Henderson Group, cutting an estimated $191M.

  • 606 institutional investors held Monster Beverage (MNST) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $19.9B of Monster Beverage stock for Q1 2019, up 14% quarter-over-quarter.
  • 83 funds opened new Monster Beverage positions in Q1 2019 and 52 closed out, a net change of +31 holders.
  • The largest Monster Beverage buyer in Q1 2019 was Man Group, an estimated $218M added.
  • The largest Monster Beverage seller in Q1 2019 was Janus Henderson Group, an estimated $191M sold.

Based on aggregated 13F filings for Q1 2019.