Monster Beverage
MNST
901 hedge funds and large institutions have $35.8B invested in Monster Beverage in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 333 increasing their positions, 344 reducing their positions, and 81 closing their positions.
19% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 81
1% more funds holding
Funds holding: 895 → 901 (+6)
0.98% less ownership
Funds ownership: 65.5% → 64.52% (-0.98%)
3% less repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 344
7% less call options, than puts
Call options by funds: $188M | Put options by funds: $202M
22% less capital inflows, than outflows
Capital inflows: $1.88B | Capital outflows: $2.41B
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$305M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$206M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$187M |
| 4 |
Junto Capital Management
New York
|
+$84.2M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$78.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$364M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$171M |
| 3 |
ClearBridge Investments
New York
|
-$167M |
| 4 |
Barclays
London,
United Kingdom
|
-$155M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$116M |
MNST Hedge Fund Activity: Q3 2023 in Review
901 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Monster Beverage (MNST) for Q3 2023, worth a combined $35.8B — down 9.1% from $39.4B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new MNST positions and 81 closed out — a net gain of 15 holders — while 333 added to existing stakes and 344 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $305M. The largest seller was Fidelity Investments, cutting an estimated $364M.
- 901 institutional investors held Monster Beverage (MNST) as of Q3 2023, up from 895 in Q2 2023.
- Funds reported $35.8B of Monster Beverage stock for Q3 2023, down 9.1% quarter-over-quarter.
- 96 funds opened new Monster Beverage positions in Q3 2023 and 81 closed out, a net change of +15 holders.
- The largest Monster Beverage buyer in Q3 2023 was JP Morgan Chase, an estimated $305M added.
- The largest Monster Beverage seller in Q3 2023 was Fidelity Investments, an estimated $364M sold.
Based on aggregated 13F filings for Q3 2023.