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Cedar Fair
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Overview Fund Activity

325 hedge funds and large institutions have $3.75B invested in Cedar Fair in 2024 Q3 according to their latest regulatory filings, with 219 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+190
Holders Change %
+140.74%
% of All Funds
4.7%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.14%
New
219
Increased
42
Reduced
30
Closed
27
Calls
$78M
Puts
$7.03M
Net Calls
+$70.9M
Net Calls Change
+$67.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$561M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$403M
3
HPM
3
H. Partners Management
New York
$258M
4
5NCM
4
59 North Capital Management
Texas
$129M
5
State Street
5
State Street
Massachusetts
$128M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$48.9M
2
UBS Group
2
UBS Group
Switzerland
$43.2M
3
Barclays
3
Barclays
United Kingdom
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$104M
5
JFG
5
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
251
JFS Wealth Advisors
Pennsylvania
$21.2K +$21.2K +526 New
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$20.9K +$14.9K +369 +246%
TWD
253
True Wealth Design
Ohio
$20.8K – – –
GRP
254
Global Retirement Partners
California
$15.6K -$15.1K -374 -49%
SAM
255
Smartleaf Asset Management
Massachusetts
$14.5K +$14.5K +357 New
CAM
256
Creekmur Asset Management
Illinois
$14K – – –
CIAS
257
CBIZ Investment Advisory Services
Ohio
$13.4K +$13.4K +333 New
HIA
258
Harbor Investment Advisory
Maryland
$12.1K – – –
HCA
259
Harbor Capital Advisors
Illinois
$12K +$12K +293 New
AIC
260
Archer Investment Corporation
Indiana
$11.4K +$443 +11 +4%
SIS
261
Strategic Investment Solutions
Illinois
$11.4K – – –
PA
262
Parallel Advisors
California
$10.7K +$10.7K +266 New
IA
263
IFP Advisors
Florida
$10.5K – – –
LFA
264
LGT Financial Advisors
Texas
$9.84K +$9.84K +244 New
NA
265
NewEdge Advisors
Louisiana
$8.43K +$8.43K +209 New
SIC
266
SJS Investment Consulting
Ohio
$8.3K +$242 +6 +3%
FW
267
Fairway Wealth
Ohio
$8.06K – – –
CSB
268
City State Bank
Iowa
$8.06K – – –
C
269
Covestor
United Kingdom
$8K +$8K +210 New
National Bank of Canada
270
National Bank of Canada
Quebec, Canada
$7.58K +$7.58K +247 New
OLVIG
271
Oliver Lagore Vanvalin Investment Group
Michigan
$7.26K – – –
LI
272
LRI Investments
Florida
$7.22K +$7.22K +155 New
GKIM
273
GW&K Investment Management
Massachusetts
$7K +$7K +166 New
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$6.41K +$6.41K +159 New
SCM
275
Sterling Capital Management
North Carolina
$6.13K +$6.13K +152 New
9 10
11
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