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Cedar Fair

354 hedge funds and large institutions have $4.42B invested in Cedar Fair in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 92 increasing their positions, 109 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $5.42M

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

18% more capital invested

Capital invested by funds: $3.75B → $4.42B (+$665M)

7% more funds holding

Funds holding: 330354 (+24)

1.41% less ownership

Funds ownership: 92.88%91.48% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 109

Holders
354
Holders Change
+24
Holders Change %
+7.27%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
74
Increased
92
Reduced
109
Closed
46
Calls
$27.3M
Puts
$5.42M
Net Calls
+$21.9M
Net Calls Change
-$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
226
HeadInvest LLC
Maine
$241K +$219K +5,000 New
PA
227
Profund Advisors
Maryland
$237K +$216K +4,922 New
EWA
228
EP Wealth Advisors
California
$231K +$210K +4,794 New
GCM
229
Gallacher Capital Management
Colorado
$230K +$210K +4,783 New
BC
230
Bridgefront Capital
Texas
$230K +$209K +4,764 New
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$228K +$208K +4,737 New
TWM
232
Thrive Wealth Management
Pennsylvania
$224K +$204K +4,643 New
GT
233
Glenmede Trust
Pennsylvania
$222K -$106K -2,417 -34%
ZIM
234
Zacks Investment Management
Illinois
$217K +$197K +4,500 New
KAS
235
Kestra Advisory Services
Texas
$215K -$211K -4,821 -52%
OAM
236
Oppenheimer Asset Management
New York
$212K -$56.4K -1,286 -23%
Baird Financial Group
237
Baird Financial Group
Wisconsin
$210K +$191K +4,360 New
WAM
238
Wolverine Asset Management
Illinois
$205K +$91.8K +2,094 +97%
KBC Group
239
KBC Group
Belgium
$205K +$68.1K +1,552 +57%
GC
240
Guggenheim Capital
Illinois
$203K +$185K +4,218 New
DWP
241
Daymark Wealth Partners
Ohio
$203K +$184K +4,203 New
PAG
242
Private Advisor Group
New Jersey
$201K +$183K +4,181 New
CIM
243
Contravisory Investment Management
Massachusetts
$195K -$19.5K -445 -10%
LFG
244
Larson Financial Group
Missouri
$192K +$87.7K +2,000 +101%
CP
245
Castleview Partners
Texas
$157K +$145K +3,296 New
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$139K +$63.3K +1,443 +100%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$124K +$921 +21 +0.8%
Simplex Trading
248
Simplex Trading
Illinois
$110K -$54.7K -1,248 -35%
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$103K
KBFS
250
Kohmann Bosshard Financial Services
Ohio
$93.2K +$84.8K +1,934 New

FUN Hedge Fund Activity: Q4 2024 in Review

354 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q4 2024, worth a combined $4.42B — up 18% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FUN positions and 46 closed out — a net gain of 28 holders — while 92 added to existing stakes and 109 trimmed.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $170M. The largest seller was Bank of America, cutting an estimated $92.5M.

  • 354 institutional investors held Cedar Fair (FUN) as of Q4 2024, up from 330 in Q3 2024.
  • Funds reported $4.42B of Cedar Fair stock for Q4 2024, up 18% quarter-over-quarter.
  • 74 funds opened new Cedar Fair positions in Q4 2024 and 46 closed out, a net change of +28 holders.
  • The largest Cedar Fair buyer in Q4 2024 was Contour Asset Management, an estimated $170M added.
  • The largest Cedar Fair seller in Q4 2024 was Bank of America, an estimated $92.5M sold.

Based on aggregated 13F filings for Q4 2024.