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Cedar Fair

144 hedge funds and large institutions have $1.26B invested in Cedar Fair in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
2.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
34
Reduced
40
Closed
19
Calls
$6.45M
Puts
$1.06M
Net Calls
+$5.38M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$699K +$93.1K +2,330 +15%
RC
52
RBF Capital
California
$680K
Stifel Financial
53
Stifel Financial
Missouri
$673K -$20.8K -520 -3%
SWP
54
Stratos Wealth Partners
Ohio
$613K -$8.23K -206 -1%
LC
55
Lavaca Capital
Texas
$560K
Bank of New York Mellon
56
Bank of New York Mellon
New York
$556K -$114K -2,849 -17%
CIA
57
Citadel Investment Advisory
Ohio
$551K +$208K +5,200 +61%
KWM
58
Kingsview Wealth Management
Oregon
$535K -$95.9K -2,400 -15%
RWM
59
Rockwood Wealth Management
Pennsylvania
$529K
CM
60
Caption Management
Oklahoma
$504K -$2.05M -51,400 -80%
DAM
61
Delta Asset Management
Tennessee
$500K
SCM
62
Spreng Capital Management
Ohio
$487K -$17.2K -431 -3%
SIG
63
Sargent Investment Group
Maryland
$471K +$16.8K +420 +4%
EW
64
Evoke Wealth
California
$440K +$440K +11,000 New
PCA
65
Prosperity Capital Advisors
Ohio
$437K
CIC
66
Carnegie Investment Counsel
Ohio
$436K +$240 +6 +0.1%
WS
67
Wedbush Securities
California
$424K +$120 +3 +0%
HighTower Advisors
68
HighTower Advisors
Illinois
$397K -$11.3K -282 -3%
Creative Planning
69
Creative Planning
Kansas
$362K -$1.04K -26 -0.3%
NC
70
Nicholas Company
Wisconsin
$346K
GT
71
Glenview Trust
Kentucky
$320K
Lido Advisors
72
Lido Advisors
California
$316K
AAS
73
Ameritas Advisory Services
Nebraska
$311K -$45.9K -1,170 -13%
SI
74
Saxon Interests
Texas
$310K -$40 -1 -0%
JIC
75
Johnson Investment Counsel
Ohio
$307K +$4.4K +110 +1%