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Monster Beverage

895 hedge funds and large institutions have $39.4B invested in Monster Beverage in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 339 increasing their positions, 322 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

15% more call options, than puts

Call options by funds: $192M | Put options by funds: $168M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $37B → $39.4B (+$2.41B)

5% more funds holding

Funds holding: 855895 (+40)

5% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 322

0.48% more ownership

Funds ownership: 65.02%65.5% (+0.48%)

Holders
895
Holders Change
+40
Holders Change %
+4.68%
% of All Funds
14.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
109
Increased
339
Reduced
322
Closed
66
Calls
$192M
Puts
$168M
Net Calls
+$24.8M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.65B +$23.8M +418,796 +0.7%
BlackRock
2
BlackRock
New York
$3.06B +$9.27M +163,004 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.27B -$84.5M -1,485,927 -4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$2.14B -$39.9M -700,747 -2%
State Street
5
State Street
Massachusetts
$1.99B +$38.8M +682,650 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.71B +$337M +5,929,790 +25%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$1.56B -$43M -756,672 -3%
Capital World Investors
8
Capital World Investors
California
$1.24B -$48.6M -853,670 -4%
N
9
Nuveen
North Carolina
$1.05B -$130M -2,290,819 -11%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.01B -$207M -3,635,754 -17%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$932M -$102K -1,800 -0%
Morgan Stanley
12
Morgan Stanley
New York
$883M +$71.4M +1,254,884 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$847M +$23.8M +418,667 +3%
ClearBridge Investments
14
ClearBridge Investments
New York
$817M -$96.1M -1,688,922 -11%
Invesco
15
Invesco
Georgia
$785M +$90M +1,581,666 +13%
Bank of America
16
Bank of America
North Carolina
$727M -$156M -2,750,547 -18%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$612M -$48.1M -846,606 -7%
Barclays
18
Barclays
United Kingdom
$560M +$137M +2,407,774 +33%
BC
19
Broadwood Capital
New York
$535M
Franklin Resources
20
Franklin Resources
California
$494M -$3.26M -57,239 -0.7%
Norges Bank
21
Norges Bank
Norway
$447M +$24.8M +435,512 +6%
Northern Trust
22
Northern Trust
Illinois
$425M -$20.1M -353,669 -5%
Capital Research Global Investors
23
Capital Research Global Investors
California
$413M +$242K +4,256 +0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$341M -$5.02M -88,344 -1%
Legal & General Group
25
Legal & General Group
United Kingdom
$321M -$6.74M -118,463 -2%

MNST Hedge Fund Activity: Q2 2023 in Review

895 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q2 2023, worth a combined $39.4B — up 6.5% from $37B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new MNST positions and 66 closed out — a net gain of 43 holders — while 339 added to existing stakes and 322 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $337M. The largest seller was T. Rowe Price Associates, cutting an estimated $207M.

  • 895 institutional investors held Monster Beverage (MNST) as of Q2 2023, up from 855 in Q1 2023.
  • Funds reported $39.4B of Monster Beverage stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 109 funds opened new Monster Beverage positions in Q2 2023 and 66 closed out, a net change of +43 holders.
  • The largest Monster Beverage buyer in Q2 2023 was JP Morgan Chase, an estimated $337M added.
  • The largest Monster Beverage seller in Q2 2023 was T. Rowe Price Associates, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2023.