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Cedar Fair
FUN

330 hedge funds and large institutions have $3.75B invested in Cedar Fair in 2024 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,009% more call options, than puts

Call options by funds: $78M | Put options by funds: $7.03M

722% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 27

233% more funds holding in top 10

Funds holding in top 10: 3 → 10 (+7)

141% more funds holding

Funds holding: 137 → 330 (+193)

111% more capital invested

Capital invested by funds: $1.78B → $3.75B (+$1.97B)

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

28.85% more ownership

Funds ownership: 64.03% → 92.88% (+29%)

Holders
330
Holders Change
+193
Holders Change %
+140.88%
% of All Funds
4.74%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.14%
New
222
Increased
43
Reduced
30
Closed
27
Calls
$78M
Puts
$7.03M
Net Calls
+$70.9M
Net Calls Change
+$67.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$636M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$457M
3
HPM
H. Partners Management
New York
+$293M
4
5NCM
59 North Capital Management
Texas
+$147M
5
State Street
State Street
Massachusetts
+$145M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$140M
2
UBS Group
UBS Group
Switzerland
-$101M
3
Barclays
Barclays
United Kingdom
-$90.1M
4
Morgan Stanley
Morgan Stanley
New York
-$72.3M
5
IG
ING Group
Netherlands
-$54.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
276
Oliver Lagore Vanvalin Investment Group
Michigan
$7.26K – – –
LI
277
LRI Investments
Florida
$7.21K +$7.09K +155 New
GKIM
278
GW&K Investment Management
Massachusetts
$7K +$7.59K +166 New
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$6.41K +$7.27K +159 New
SCM
280
Sterling Capital Management
North Carolina
$6.13K +$6.95K +152 New
GI
281
GS Investments
Minnesota
$5.44K – – –
PS
282
Principal Securities
Iowa
$5.4K +$46 +1 +0.8%
AF
283
Allworth Financial
California
$5.04K – – –
BTI
284
Blue Trust Inc
Georgia
$4.96K – – –
CFGS
285
Concourse Financial Group Securities
Alabama
$4.67K +$5.31K +116 New
CT
286
Clearstead Trust
Maine
$4.64K – – –
OC
287
Oakworth Capital
Alabama
$4.55K – – –
BWAM
288
Boyd Watterson Asset Management
Ohio
$4.03K – – –
FP
289
Financial Perspectives
Minnesota
$4.03K – – –
NSIM
290
North Star Investment Management
Illinois
$3.87K +$4.39K +96 New
TWC
291
TD Waterhouse Canada
Ontario, Canada
$3.84K +$4.57K +100 New
EWA
292
EverSource Wealth Advisors
Alabama
$2.58K -$46 -1 -2%
Russell Investments Group
293
Russell Investments Group
United Kingdom
$2.5K +$2.84K +62 New
TCOV
294
Trust Company of Vermont
Vermont
$2.18K +$2.47K +54 New
FCA
295
FinTrust Capital Advisors
South Carolina
$2.14K +$2.42K +53 New
HFM
296
Hartford Financial Management
Connecticut
$2.02K – – –
VCM
297
Versant Capital Management
Arizona
$2.02K +$2.29K +50 New
HWA
298
HHM Wealth Advisors
Tennessee
$1.98K +$2.24K +49 New
BIA
299
Bell Investment Advisors
California
$1.85K +$2.1K +46 New
QC
300
Quent Capital
New York
$1.77K +$2.01K +44 New
10 11
12
13 14

FUN Hedge Fund Activity: Q3 2024 in Review

330 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q3 2024, worth a combined $3.75B — up 111% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new FUN positions and 27 closed out — a net gain of 195 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $636M. The largest seller was Goldman Sachs, cutting an estimated $140M.

  • 330 institutional investors held Cedar Fair (FUN) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $3.75B of Cedar Fair stock for Q3 2024, up 111% quarter-over-quarter.
  • 222 funds opened new Cedar Fair positions in Q3 2024 and 27 closed out, a net change of +195 holders.
  • The largest Cedar Fair buyer in Q3 2024 was BlackRock, an estimated $636M added.
  • The largest Cedar Fair seller in Q3 2024 was Goldman Sachs, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2024.