Monster Beverage
MNST
825 hedge funds and large institutions have $34.4B invested in Monster Beverage in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 259 increasing their positions, 298 reducing their positions, and 48 closing their positions.
215% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 48
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
13% more capital invested
Capital invested by funds: $30.5B → $34.4B (+$3.88B)
11% more funds holding
Funds holding: 741 → 825 (+84)
6.38% less ownership
Funds ownership: 265.95% → 259.57% (-6.4%)
13% less repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 298
29% less call options, than puts
Call options by funds: $171M | Put options by funds: $240M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$288M |
| 2 |
Barclays
London,
United Kingdom
|
+$98.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$98.4M |
| 4 |
BlackRock
New York
|
+$96.1M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$86.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$246M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$214M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$185M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$181M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$139M |
MNST Hedge Fund Activity: Q4 2022 in Review
825 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q4 2022, worth a combined $34.4B — up 13% from $30.5B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new MNST positions and 48 closed out — a net gain of 103 holders — while 259 added to existing stakes and 298 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $288M. The largest seller was Fidelity Investments, cutting an estimated $246M.
- 825 institutional investors held Monster Beverage (MNST) as of Q4 2022, up from 741 in Q3 2022.
- Funds reported $34.4B of Monster Beverage stock for Q4 2022, up 13% quarter-over-quarter.
- 151 funds opened new Monster Beverage positions in Q4 2022 and 48 closed out, a net change of +103 holders.
- The largest Monster Beverage buyer in Q4 2022 was JP Morgan Chase, an estimated $288M added.
- The largest Monster Beverage seller in Q4 2022 was Fidelity Investments, an estimated $246M sold.
Based on aggregated 13F filings for Q4 2022.