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Monster Beverage

742 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 274 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.87% more ownership

Funds ownership: 130.69%134.56% (+3.9%)

3% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 274

4% less capital invested

Capital invested by funds: $32B → $30.8B (-$1.23B)

4% less funds holding

Funds holding: 772742 (-30)

24% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 82

29% less call options, than puts

Call options by funds: $182M | Put options by funds: $258M

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
742
Holders Change
-30
Holders Change %
-3.89%
% of All Funds
12.78%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.16%
New
62
Increased
283
Reduced
274
Closed
82
Calls
$182M
Puts
$258M
Net Calls
-$75.8M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.7B +$58.7M +1,273,450 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.37B -$23.7M -515,306 -0.9%
BlackRock
3
BlackRock
New York
$2.21B +$36.3M +787,596 +2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.76B +$281M +6,108,690 +18%
State Street
5
State Street
Massachusetts
$1.47B +$25.3M +549,222 +2%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$1.44B -$51.6M -1,119,706 -3%
Capital World Investors
7
Capital World Investors
California
$1.14B +$11.1M +240,820 +0.9%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.05B +$180M +3,899,582 +19%
N
9
Nuveen
North Carolina
$987M +$69.3M +1,505,036 +7%
ClearBridge Investments
10
ClearBridge Investments
New York
$820M -$45.1M -978,014 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$724M +$156M +3,377,042 +25%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$701M +$346M +7,504,358 +87%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$686M +$134M +2,901,552 +23%
Bank of America
14
Bank of America
North Carolina
$684M -$46.8M -1,016,460 -6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$605M -$43.9M -952,752 -6%
Morgan Stanley
16
Morgan Stanley
New York
$500M +$78.9M +1,711,782 +17%
Invesco
17
Invesco
Georgia
$455M +$137M +2,974,414 +40%
BC
18
Broadwood Capital
New York
$405M
Franklin Resources
19
Franklin Resources
California
$368M -$2.31M -50,234 -0.6%
Renaissance Technologies
20
Renaissance Technologies
New York
$353M -$147M -3,183,200 -28%
Northern Trust
21
Northern Trust
Illinois
$340M +$211K +4,580 +0.1%
American Century Companies
22
American Century Companies
Missouri
$311M -$124M -2,686,774 -27%
Norges Bank
23
Norges Bank
Norway
$309M +$11.8M +255,686 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$268M -$4.74M -102,792 -2%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$262M -$10.6M -229,502 -4%

MNST Hedge Fund Activity: Q3 2022 in Review

742 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2022, worth a combined $30.8B — down 3.8% from $32B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MNST and 62 opened new positions — a net loss of 20 holders — while 274 trimmed existing stakes and 283 added.

The largest buyer was Janus Henderson Group, adding an estimated $346M. The largest seller was Renaissance Technologies, cutting an estimated $147M.

  • 742 institutional investors held Monster Beverage (MNST) as of Q3 2022, down from 772 in Q2 2022.
  • Funds reported $30.8B of Monster Beverage stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 62 funds opened new Monster Beverage positions in Q3 2022 and 82 closed out, a net change of -20 holders.
  • The largest Monster Beverage buyer in Q3 2022 was Janus Henderson Group, an estimated $346M added.
  • The largest Monster Beverage seller in Q3 2022 was Renaissance Technologies, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2022.