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Cedar Fair
FUN

137 hedge funds and large institutions have $1.78B invested in Cedar Fair in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $6.5M

26% more capital invested

Capital invested by funds: $1.42B → $1.78B (+$368M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.17% less ownership

Funds ownership: 66.2% → 64.03% (-2.2%)

7% less funds holding

Funds holding: 148 → 137 (-11)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
137
Holders Change
-11
Holders Change %
-7.43%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
34
Reduced
38
Closed
27
Calls
$10.2M
Puts
$6.5M
Net Calls
+$3.68M
Net Calls Change
-$4.49M

Top Buyers

1
Citigroup
Citigroup
New York
+$42.1M
2
Nomura Holdings
Nomura Holdings
Japan
+$16.7M
3
UBS Group
UBS Group
Switzerland
+$16.3M
4
Bank of America
Bank of America
North Carolina
+$15.1M
5
JFG
Jefferies Financial Group
New York
+$9.3M

Top Sellers

1
WCA
Waratah Capital Advisors
Ontario, Canada
-$77.3M
2
Morgan Stanley
Morgan Stanley
New York
-$18.8M
3
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$7.1M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$6.79M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$278K -$234K -5,444 -52%
TWM
77
Thrive Wealth Management
Pennsylvania
$252K +$200K +4,643 New
ZIM
78
Zacks Investment Management
Illinois
$245K +$194K +4,500 New
Stifel Financial
79
Stifel Financial
Missouri
$223K -$581K -13,485 -77%
Mariner
80
Mariner
Kansas
$222K +$176K +4,078 New
BCM
81
Brookstone Capital Management
Illinois
$215K +$178K +4,129 New
TSS
82
Two Sigma Securities
New York
$214K +$170K +3,943 New
BAM
83
Belpointe Asset Management
Nevada
$202K +$160K +3,713 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$157K +$60.3K +1,400 +94%
SIS
85
Sound Income Strategies
Florida
$151K -$9.21K -214 -7%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$120K -$34.4K -800 -27%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$112K +$80.3K +1,864 +932%
CT
88
Caldwell Trust
Florida
$100K +$79.6K +1,849 New
WT
89
Whittier Trust
California
$97.8K – – –
LFG
90
Larson Financial Group
Missouri
$90.6K +$301 +7 +0.4%
CWM
91
Cranbrook Wealth Management
Michigan
$78.5K +$387 +9 +0.6%
LJHT
92
Laurie J. Hall Trustee
$76K – – –
SIC
93
Salem Investment Counselors
North Carolina
$65.2K -$43.1K -1,000 -45%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$53.9K -$2.8K -65 -6%
SPIA
95
Steward Partners Investment Advisory
New York
$49.6K – – –
AA
96
Ancora Advisors
Ohio
$47K -$2.15K -50 -5%
CTC
97
Central Trust Company
Missouri
$46.9K – – –
GRP
98
Global Retirement Partners
California
$41.3K – – –
TRCT
99
Tower Research Capital (TRC)
New York
$40.5K -$59.1K -1,372 -65%
SAM
100
S.A. Mason
Michigan
$33.1K +$172 +4 +0.7%
2 3
4
5 6

FUN Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q2 2024, worth a combined $1.78B — up 26% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FUN and 17 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 34 added.

The largest buyer was Citigroup, adding an estimated $42.1M. The largest seller was Waratah Capital Advisors, exiting entirely with an estimated $77.3M sold.

  • 137 institutional investors held Cedar Fair (FUN) as of Q2 2024, down from 148 in Q1 2024.
  • Funds reported $1.78B of Cedar Fair stock for Q2 2024, up 26% quarter-over-quarter.
  • 17 funds opened new Cedar Fair positions in Q2 2024 and 27 closed out, a net change of -10 holders.
  • The largest Cedar Fair buyer in Q2 2024 was Citigroup, an estimated $42.1M added.
  • The largest Cedar Fair seller in Q2 2024 was Waratah Capital Advisors, an estimated $77.3M sold.

Based on aggregated 13F filings for Q2 2024.