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Cedar Fair

138 hedge funds and large institutions have $1.22B invested in Cedar Fair in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-6
Holders Change %
-4.17%
% of All Funds
2.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
8
Increased
40
Reduced
38
Closed
14
Calls
$11.5M
Puts
$2.17M
Net Calls
+$9.36M
Net Calls Change
+$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$580K +$13.1K +353 +2%
MCM
52
MAI Capital Management
Ohio
$532K -$148K -4,000 -22%
LC
53
Lavaca Capital
Texas
$518K
Bank of New York Mellon
54
Bank of New York Mellon
New York
$507K -$7.88K -213 -2%
RWM
55
Rockwood Wealth Management
Pennsylvania
$490K
Jane Street
56
Jane Street
New York
$486K +$245K +6,610 +101%
SIG
57
Sargent Investment Group
Maryland
$475K +$38.7K +1,045 +9%
CM
58
Caption Management
Oklahoma
$466K
DAM
59
Delta Asset Management
Tennessee
$452K -$11.1K -300 -2%
SCM
60
Spreng Capital Management
Ohio
$440K -$10.3K -279 -2%
KWM
61
Kingsview Wealth Management
Oregon
$414K -$81.4K -2,200 -16%
WS
62
Wedbush Securities
California
$411K +$18.5K +500 +5%
EW
63
Evoke Wealth
California
$407K
PCA
64
Prosperity Capital Advisors
Ohio
$405K
HighTower Advisors
65
HighTower Advisors
Illinois
$369K +$2.77K +75 +0.8%
CIC
66
Carnegie Investment Counsel
Ohio
$352K -$51.5K -1,393 -13%
Creative Planning
67
Creative Planning
Kansas
$335K
NC
68
Nicholas Company
Wisconsin
$320K
DWP
69
Daymark Wealth Partners
Ohio
$319K +$112K +3,018 +54%
GT
70
Glenview Trust
Kentucky
$296K
Lido Advisors
71
Lido Advisors
California
$292K
JIC
72
Johnson Investment Counsel
Ohio
$285K +$111 +3 +0%
AAS
73
Ameritas Advisory Services
Nebraska
$283K +$1.81K +51 +0.6%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$269K +$1.44K +39 +0.5%
William Blair & Company
75
William Blair & Company
Illinois
$267K