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Cedar Fair

170 hedge funds and large institutions have $1.62B invested in Cedar Fair in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $8.51M

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 165170 (+5)

1.37% less ownership

Funds ownership: 51.34%49.97% (-1.4%)

6% less capital invested

Capital invested by funds: $1.72B → $1.62B (-$97.6M)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
4.54%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
19
Increased
47
Reduced
57
Closed
14
Calls
$12.3M
Puts
$8.51M
Net Calls
+$3.83M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$11.8M -$11M -188,401 -48%
AAM
27
Aureus Asset Management
Massachusetts
$11.4M -$53K -907 -0.5%
Wells Fargo
28
Wells Fargo
California
$9.9M +$240K +4,114 +2%
Stifel Financial
29
Stifel Financial
Missouri
$9.56M +$50.2K +858 +0.5%
OCM
30
Osterweis Capital Management
California
$9.3M +$9.4M +160,890 New
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$9.1M +$17.5K +300 +0.2%
KWILP
32
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.64M -$269K -4,608 -3%
UBS Group
33
UBS Group
Switzerland
$7.1M +$3.19M +54,578 +80%
NC
34
Nicholas Company
Wisconsin
$6.69M
KeyBank National Association
35
KeyBank National Association
Ohio
$5.96M -$32.1K -550 -0.5%
AC
36
Avenir Corporation
Virginia
$5.81M +$55.6K +951 +1%
Renaissance Technologies
37
Renaissance Technologies
New York
$5.19M -$12.5M -213,335 -70%
UIC
38
Uniplan Investment Counsel
Wisconsin
$5.07M -$3.77M -64,499 -42%
American Century Companies
39
American Century Companies
Missouri
$5.04M +$623K +10,665 +14%
JP Morgan Chase
40
JP Morgan Chase
New York
$4.78M -$20M -342,845 -81%
CIC
41
Carnegie Investment Counsel
Ohio
$4.71M -$1.17K -20 -0%
Brown Advisory
42
Brown Advisory
Maryland
$4.59M
LBIM
43
Land & Buildings Investment Management
Connecticut
$4.2M +$4.25M +72,629 New
AMIM
44
Aull & Monroe Investment Management
Alabama
$3.95M
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$3.47M +$3.57K +61 +0.1%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$3.39M -$5.85K -100 -0.2%
Invesco
47
Invesco
Georgia
$3.34M -$1.46M -24,962 -30%
GT
48
Glenmede Trust
Pennsylvania
$3.32M -$11.7K -200 -0.3%
MIP
49
Mondrian Investment Partners
United Kingdom
$3.31M
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$3.23M +$3.2M +54,755 +4,741%

FUN Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q2 2016, worth a combined $1.62B — down 5.7% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FUN positions and 14 closed out — a net gain of 5 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19M. The largest seller was Neuberger Berman Group, cutting an estimated $21.2M.

  • 170 institutional investors held Cedar Fair (FUN) as of Q2 2016, up from 165 in Q1 2016.
  • Funds reported $1.62B of Cedar Fair stock for Q2 2016, down 5.7% quarter-over-quarter.
  • 19 funds opened new Cedar Fair positions in Q2 2016 and 14 closed out, a net change of +5 holders.
  • The largest Cedar Fair buyer in Q2 2016 was Goldman Sachs, an estimated $19M added.
  • The largest Cedar Fair seller in Q2 2016 was Neuberger Berman Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2016.