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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
AF
276
Advisornet Financial
Minnesota
$27.9K +$25.4K +580 New
MCA
277
Midwest Capital Advisors
Michigan
$26K +$23.7K +540 New
TWD
278
True Wealth Design
Ohio
$24.9K
JWA
279
JFS Wealth Advisors
Pennsylvania
$24.6K -$702 -16 -3%
QCG
280
Quadrant Capital Group
Ohio
$20.8K -$15.5K -353 -45%
SWM
281
Spire Wealth Management
Virginia
$20.3K +$18.5K +421 New
KTC
282
Kentucky Trust Company
Kentucky
$19.4K +$17.6K +402 New
LDB
283
Lee, Danner & Bass
Tennessee
$19.2K +$17.5K +398 New
GRP
284
Global Retirement Partners
California
$18.2K -$395 -9 -2%
CAM
285
Creekmur Asset Management
Illinois
$16.8K
CIAS
286
CBIZ Investment Advisory Services
Ohio
$16K
CSP
287
Cary Street Partners
Virginia
$16K +$14.6K +332 New
HIA
288
Harbor Investment Advisory
Maryland
$14.5K
KIM
289
Kestra Investment Management
Texas
$14.3K +$13K +296 New
HCA
290
Harbor Capital Advisors
Illinois
$14K -$175 -4 -1%
AIC
291
Archer Investment Corporation
Indiana
$13.6K
SIS
292
Strategic Investment Solutions
Illinois
$13.6K
IA
293
IFP Advisors
Florida
$12.9K +$44 +1 +0.4%
PA
294
Parallel Advisors
California
$12.8K -$44 -1 -0.4%
LFA
295
LGT Financial Advisors
Texas
$11.8K
CAL
296
Capital Advisors Ltd
Ohio
$10K -$15.9K -362 -64%
C
297
Covestor
United Kingdom
$10K
NA
298
NewEdge Advisors
Louisiana
$9.88K -$175 -4 -2%
SIC
299
SJS Investment Consulting
Ohio
$9.88K -$44 -1 -0.5%
CSB
300
City State Bank
Iowa
$9.64K

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.