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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
WT
251
Whittier Trust
California
$90.8K
CA
252
CoreCap Advisors
Michigan
$90.5K
CT
253
Caldwell Trust
Florida
$89.1K
S
254
SignatureFD
Georgia
$87.8K -$12.5K -286 -14%
SPIA
255
Steward Partners Investment Advisory
New York
$75.7K -$3.55K -81 -5%
Jones Financial Companies
256
Jones Financial Companies
Missouri
$72.2K +$11.4K +259 +21%
TRCT
257
Tower Research Capital (TRC)
New York
$70.4K -$38.7K -882 -38%
CWM
258
Cranbrook Wealth Management
Michigan
$69.6K
AIM
259
Anchor Investment Management
South Carolina
$69.4K +$63.1K +1,440 New
LJHT
260
Laurie J. Hall Trustee
$67K
PFBT
261
Parkside Financial Bank & Trust
Missouri
$66.5K +$12.2K +279 +25%
SIC
262
Salem Investment Counselors
North Carolina
$57.8K
LSA
263
Leonteq Securities AG
Switzerland
$55.1K -$8.38K -191 -14%
OWP
264
ORG Wealth Partners
Texas
$49.7K +$45.2K +1,031 New
SAM
265
S.A. Mason
Michigan
$47.8K
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.3K
AA
267
Ancora Advisors
Ohio
$44.1K +$4.38K +100 +12%
TC
268
Truvestments Capital
Florida
$43.4K
GI
269
GAMMA Investing
California
$42.5K +$8.42K +192 +28%
CTC
270
Central Trust Company
Missouri
$41.5K
SCM
271
Sterling Capital Management
North Carolina
$40.2K +$30K +683 +449%
SAM
272
Smartleaf Asset Management
Massachusetts
$39.1K +$19.9K +453 +127%
AWM
273
Avior Wealth Management
Nebraska
$35.6K +$2.54K +58 +9%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$33.3K +$7.59K +173 +33%
WSFS
275
Wilmington Savings Fund Society
Delaware
$32.5K

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.