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Cedar Fair

172 hedge funds and large institutions have $446M invested in Cedar Fair in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-58
Holders Change %
-25.22%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
68
Reduced
52
Closed
73
Calls
$3.2M
Puts
$8.14M
Net Calls
-$4.95M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$193K -$6.65K -390 -3%
SYBT
102
Stock Yards Bank & Trust
Kentucky
$192K +$54.9K +3,000 +40%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$191K -$21.4K -1,168 -10%
BA
104
Bard Associates
Illinois
$191K -$1.84K -100 -1%
NSIM
105
North Star Investment Management
Illinois
$187K
CT
106
Clearstead Trust
Maine
$174K -$15.9K -868 -8%
NC
107
Nicholas Company
Wisconsin
$159K
MRCM
108
M&R Capital Management
New Jersey
$126K
WT
109
Whittier Trust
California
$81K -$11K -600 -12%
CA
110
Clearstead Advisors
Ohio
$80K -$14.9K -813 -16%
BCA
111
Berman Capital Advisors
Georgia
$68K -$48.4K -2,650 -42%
SPIA
112
Steward Partners Investment Advisory
New York
$68K +$28.6K +1,563 +73%
US Bancorp
113
US Bancorp
Minnesota
$67K
BFEC
114
Benjamin F. Edwards & Company
Missouri
$62K +$803 +44 +1%
SIS
115
Sound Income Strategies
Florida
$57K
EWM
116
Edge Wealth Management
New York
$54K +$41.3K +2,176 +326%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$52K
GWM
118
Geneos Wealth Management
Colorado
$48K +$25.4K +1,128 +112%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$47K +$30.5K +1,661 +185%
APA
120
American Portfolios Advisors
New York
$44.8K +$13.3K +727 +42%
AA
121
Ancora Advisors
Ohio
$39K +$6.82K +370 +21%
ICM
122
Islay Capital Management
Texas
$38K +$38K +2,072 New
AIC
123
Ameritas Investment Company
Nebraska
$36K +$7.67K +424 +27%
IA
124
IFP Advisors
Florida
$32K +$3.58K +145 +13%
VNA
125
Valley National Advisers
Pennsylvania
$32K +$4.57K +250 +17%