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Cedar Fair

148 hedge funds and large institutions have $1.65B invested in Cedar Fair in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

3% more funds holding

Funds holding: 144148 (+4)

0.02% more ownership

Funds ownership: 53.99%54% (+0.02%)

5% less capital invested

Capital invested by funds: $1.73B → $1.65B (-$83.3M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less call options, than puts

Call options by funds: $2.07M | Put options by funds: $2.54M

27% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 48

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
20
Increased
35
Reduced
48
Closed
16
Calls
$2.07M
Puts
$2.54M
Net Calls
-$474K
Net Calls Change
-$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$10.1M +$943K +16,447 +10%
UIC
27
Uniplan Investment Counsel
Wisconsin
$9.69M +$10.2M +177,903 New
Citigroup
28
Citigroup
New York
$9.69M +$1.89M +32,907 +23%
AAM
29
Aureus Asset Management
Massachusetts
$9.22M +$1.88M +32,762 +24%
DKCM
30
Davidson Kempner Capital Management
New York
$8.92M +$3.1M +54,132 +49%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$8.49M +$292K +5,100 +3%
BHMP
32
Bardin Hill Management Partners
New York
$6.56M -$1.34M -23,378 -16%
CA
33
Commerzbank Aktiengesellschaft
Germany
$6.49M
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$6.37M -$2.53M -44,062 -27%
GA
35
Glenhill Advisors
New York
$6.34M +$262K +4,573 +4%
KeyBank National Association
36
KeyBank National Association
Ohio
$5.8M +$72K +1,255 +1%
Deutsche Bank
37
Deutsche Bank
Germany
$5.18M -$8.56M -149,216 -61%
NC
38
Nicholas Company
Wisconsin
$5.05M
WC
39
Wexford Capital
Florida
$4.79M
BC
40
Barnett & Company
Tennessee
$4.71M -$199K -3,470 -4%
AC
41
Avenir Corporation
Virginia
$4.29M -$172K -3,002 -4%
CIC
42
Carnegie Investment Counsel
Ohio
$4.23M -$30.3K -528 -0.7%
Brown Advisory
43
Brown Advisory
Maryland
$4.21M -$181K -3,150 -4%
Allianz Asset Management
44
Allianz Asset Management
Germany
$3.9M -$255K -4,440 -6%
AMIM
45
Aull & Monroe Investment Management
Alabama
$3.72M
UBS Group
46
UBS Group
Switzerland
$3.44M -$1.07M -18,628 -23%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$3.36M -$26K -454 -0.7%
GT
48
Glenmede Trust
Pennsylvania
$3.29M +$148K +2,581 +4%
ACM
49
Advisors Capital Management
New Jersey
$2.81M -$134K -2,337 -4%
Renaissance Technologies
50
Renaissance Technologies
New York
$2.7M -$9.5M -165,764 -77%

FUN Hedge Fund Activity: Q2 2015 in Review

148 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q2 2015, worth a combined $1.65B — down 4.8% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FUN positions and 16 closed out — a net gain of 4 holders — while 35 added to existing stakes and 48 trimmed.

The largest buyer was City National Bank, opening a new position worth an estimated $30M. The largest seller was ING Group, cutting an estimated $27.3M.

  • 148 institutional investors held Cedar Fair (FUN) as of Q2 2015, up from 144 in Q1 2015.
  • Funds reported $1.65B of Cedar Fair stock for Q2 2015, down 4.8% quarter-over-quarter.
  • 20 funds opened new Cedar Fair positions in Q2 2015 and 16 closed out, a net change of +4 holders.
  • The largest Cedar Fair buyer in Q2 2015 was City National Bank, an estimated $30M added.
  • The largest Cedar Fair seller in Q2 2015 was ING Group, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2015.