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Cedar Fair
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Overview Fund Activity

151 hedge funds and large institutions have $1.52B invested in Cedar Fair in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
13
Increased
47
Reduced
37
Closed
20
Calls
$54.2M
Puts
$1.33M
Net Calls
+$52.9M
Net Calls Change
+$35.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$91.5M
3
JFG
3
Jefferies Financial Group
New York
$42.6M
4
BCP
4
Bayberry Capital Partners
New York
$8.68M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$61.2M

Top Sellers

1
N
1
Natixis
France
$70.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$162M
3
CP
3
Centerbridge Partners
New York
$62.8M
4
Barclays
4
Barclays
United Kingdom
$63.7M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$361K – – –
SI
77
Saxon Interests
Texas
$354K – – –
JIC
78
Johnson Investment Counsel
Ohio
$346K +$91 +2 +0%
HNB
79
Huntington National Bank
Ohio
$339K -$118K -2,585 -26%
William Blair & Company
80
William Blair & Company
Illinois
$335K +$9.14K +200 +3%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$329K +$1.51K +33 +0.5%
POIA
82
Pin Oak Investment Advisors
Texas
$320K – – –
Wolverine Trading
83
Wolverine Trading
Illinois
$300K +$300K +6,627 New
GG
84
GenWealth Group
New Jersey
$294K – – –
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$275K – – –
Parallax Volatility Advisers
86
Parallax Volatility Advisers
California
$273K +$273K +5,976 New
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$259K -$3.24K -71 -1%
BAM
88
Belpointe Asset Management
Nevada
$259K +$8.32K +182 +3%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$251K +$26.3K +575 +12%
SFA
90
Sequoia Financial Advisors
Ohio
$250K -$45.6K -999 -15%
TWM
91
Thrive Wealth Management
Pennsylvania
$232K – – –
CA
92
Cetera Advisors
Colorado
$231K +$183 +4 +0.1%
Truist Financial
93
Truist Financial
North Carolina
$222K – – –
SIA
94
Schechter Investment Advisors
Michigan
$217K +$217K +4,750 New
ZIM
95
Zacks Investment Management
Illinois
$206K +$206K +4,500 New
SIC
96
Salem Investment Counselors
North Carolina
$201K – – –
Walleye Trading
97
Walleye Trading
New York
$149K -$221K -4,835 -60%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$138K -$66.8K -1,463 -33%
AA
99
Ancora Advisors
Ohio
$127K +$548 +12 +0.4%
CA
100
Clearstead Advisors
Ohio
$121K -$35.9K -786 -23%
2 3
4
5 6