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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
CAL
101
Capital Advisors Ltd
Ohio
$31K – – –
TSWM
102
Tyler-Stone Wealth Management
Ohio
$30.6K – – –
TWD
103
True Wealth Design
Ohio
$28K – – –
AWM
104
Avior Wealth Management
Nebraska
$27.2K – – –
HBW
105
Hazlett, Burt & Watson
West Virginia
$24K +$86 +2 +0.4%
CAM
106
Creekmur Asset Management
Illinois
$18.9K +$86 +2 +0.6%
HIA
107
Harbor Investment Advisory
Maryland
$16.3K – – –
AIC
108
Archer Investment Corporation
Indiana
$14.8K +$86 +2 +0.7%
IA
109
IFP Advisors
Florida
$14.1K – – –
SIS
110
Strategic Investment Solutions
Illinois
$13.5K +$12.2K +283 New
Jones Financial Companies
111
Jones Financial Companies
Missouri
$11.8K -$85.3K -1,982 -90%
CSB
112
City State Bank
Iowa
$10.9K – – –
FW
113
Fairway Wealth
Ohio
$10.9K – – –
SIC
114
SJS Investment Consulting
Ohio
$10.9K – – –
SAG
115
Spotlight Asset Group
Illinois
$10.9K – – –
ADL
116
Asset Dedication LLC
California
$10.9K +$8.61K +200 New
OLVIG
117
Oliver Lagore Vanvalin Investment Group
Michigan
$9.78K – – –
TWP
118
Triad Wealth Partners
Kansas
$8.42K +$6.67K +155 New
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$8.15K -$35.1K -815 -84%
GI
120
GS Investments
Minnesota
$7.34K – – –
PS
121
Principal Securities
Iowa
$7.23K +$5.73K +133 New
AF
122
Allworth Financial
California
$6.29K +$5.38K +125 New
CT
123
Clearstead Trust
Maine
$6.25K – – –
OC
124
Oakworth Capital
Alabama
$6.14K – – –
BWAM
125
Boyd Watterson Asset Management
Ohio
$5.43K – – –
3 4
5
6 7

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.