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Cedar Fair

167 hedge funds and large institutions have $1.61B invested in Cedar Fair in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $126M | Put options by funds: $21M

9% more capital invested

Capital invested by funds: $1.47B → $1.61B (+$132M)

3.03% more ownership

Funds ownership: 57.91%60.93% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 177167 (-10)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

36% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 50

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
32
Reduced
50
Closed
21
Calls
$126M
Puts
$21M
Net Calls
+$105M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
51
Glenmede Trust
Pennsylvania
$1.34M -$97K -2,200 -7%
Stifel Financial
52
Stifel Financial
Missouri
$1.32M -$6.79K -154 -0.5%
LCM
53
Landscape Capital Management
New Jersey
$1.29M -$1.42M -32,233 -54%
Wolverine Trading
54
Wolverine Trading
Illinois
$1.27M -$747K -16,940 -38%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$1.21M -$34.3K -778 -3%
BCA
56
Boundary Creek Advisors
New York
$1.2M +$1.14M +25,766 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$1.19M
SCM
58
Spreng Capital Management
Ohio
$1.19M
PCM
59
Prelude Capital Management
New York
$1.14M +$470K +10,667 +76%
NFC
60
Northeast Financial Consultants
Connecticut
$1.01M -$1.59M -36,050 -62%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$940K +$107K +2,423 +14%
MW
62
Marcum Wealth
Ohio
$916K +$558K +12,662 +179%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$908K
RC
64
RBF Capital
California
$789K
KWM
65
Kingsview Wealth Management
Oregon
$762K
VVP
66
Venture Visionary Partners
Ohio
$755K -$12.6K -285 -2%
SWP
67
Stratos Wealth Partners
Ohio
$724K -$98.6K -2,236 -13%
SC
68
Scotia Capital
Ontario, Canada
$674K -$470K -10,652 -42%
SEI Investments
69
SEI Investments
Pennsylvania
$667K
HNB
70
Huntington National Bank
Ohio
$659K +$38.4K +870 +7%
MCM
71
MAI Capital Management
Ohio
$637K
RIG
72
Roosevelt Investment Group
New York
$626K
DAM
73
Delta Asset Management
Tennessee
$587K -$16.3K -370 -3%
HWAM
74
Hennion & Walsh Asset Management
New Jersey
$560K -$19.1K -433 -3%
SIG
75
Sargent Investment Group
Maryland
$560K

FUN Hedge Fund Activity: Q3 2021 in Review

167 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q3 2021, worth a combined $1.61B — up 9% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of FUN and 14 opened new positions — a net loss of 7 holders — while 50 trimmed existing stakes and 32 added.

The largest buyer was Jefferies Group, opening a new position worth an estimated $46.1M. The largest seller was Zeke Capital Advisors, exiting entirely with an estimated $33.7M sold.

  • 167 institutional investors held Cedar Fair (FUN) as of Q3 2021, down from 177 in Q2 2021.
  • Funds reported $1.61B of Cedar Fair stock for Q3 2021, up 9% quarter-over-quarter.
  • 14 funds opened new Cedar Fair positions in Q3 2021 and 21 closed out, a net change of -7 holders.
  • The largest Cedar Fair buyer in Q3 2021 was Jefferies Group, an estimated $46.1M added.
  • The largest Cedar Fair seller in Q3 2021 was Zeke Capital Advisors, an estimated $33.7M sold.

Based on aggregated 13F filings for Q3 2021.