Monster Beverage
MNST
856 hedge funds and large institutions have $37B invested in Monster Beverage in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 301 increasing their positions, 294 reducing their positions, and 77 closing their positions.
61% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 77
8% more capital invested
Capital invested by funds: $34.4B → $37B (+$2.6B)
4% more funds holding
Funds holding: 825 → 856 (+31)
2% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 294
37% less call options, than puts
Call options by funds: $151M | Put options by funds: $242M
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
129.53% less ownership
Funds ownership: 259.57% → 130.04% (-130%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$163M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$118M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$83.9M |
| 4 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$73.6M |
| 5 |
Barclays
London,
United Kingdom
|
+$68.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$434M |
| 2 |
Holocene Advisors
New York
|
-$142M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$120M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$79.4M |
| 5 |
Amundi
Paris,
France
|
-$79.1M |
MNST Hedge Fund Activity: Q1 2023 in Review
856 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q1 2023, worth a combined $37B — up 7.6% from $34.4B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new MNST positions and 77 closed out — a net gain of 47 holders — while 301 added to existing stakes and 294 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $163M. The largest seller was Fidelity Investments, cutting an estimated $434M.
- 856 institutional investors held Monster Beverage (MNST) as of Q1 2023, up from 825 in Q4 2022.
- Funds reported $37B of Monster Beverage stock for Q1 2023, up 7.6% quarter-over-quarter.
- 124 funds opened new Monster Beverage positions in Q1 2023 and 77 closed out, a net change of +47 holders.
- The largest Monster Beverage buyer in Q1 2023 was Janus Henderson Group, an estimated $163M added.
- The largest Monster Beverage seller in Q1 2023 was Fidelity Investments, an estimated $434M sold.
Based on aggregated 13F filings for Q1 2023.