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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 %
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$14.9K – – –
HIA
127
Harbor Investment Advisory
Maryland
$13.7K – – –
FWM
128
Focused Wealth Management
New York
$11K +$91 +2 +0.8%
ASN
129
Advisory Services Network
Georgia
$10.6K -$11.5K -252 -52%
SIC
130
SJS Investment Consulting
Ohio
$9.14K – – –
CSB
131
City State Bank
Iowa
$9K – – –
OLVIG
132
Oliver Lagore Vanvalin Investment Group
Michigan
$8.22K – – –
SPIA
133
Steward Partners Investment Advisory
New York
$7.4K – – –
GI
134
GS Investments
Minnesota
$6.17K – – –
CT
135
Clearstead Trust
Maine
$5.25K – – –
HI
136
Harbour Investments
Wisconsin
$5.18K – – –
OC
137
Oakworth Capital
Alabama
$5.16K – – –
UB
138
UMB Bank
Missouri
$4.57K -$4.57K -100 -50%
FP
139
Financial Perspectives
Minnesota
$4.57K – – –
BWAM
140
Boyd Watterson Asset Management
Ohio
$4.57K – – –
CWM
141
Compass Wealth Management
Connecticut
$4.34K – – –
TFP
142
Tilia Fiduciary Partners
North Carolina
$4.02K – – –
BTI
143
Blue Trust Inc
Georgia
$4K – – –
SIS
144
Strategic Investment Solutions
Illinois
$3.08K +$3.08K +67 New
HFM
145
Hartford Financial Management
Connecticut
$2.29K – – –
GIA
146
GHP Investment Advisors
Colorado
$1.83K – – –
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$837 -$296 -6,476 -26%
GG
148
Gleason Group
Kentucky
$513 – – –
TAM
149
Tucker Asset Management
Colorado
$137 – – –
Fidelity Investments
150
Fidelity Investments
Massachusetts
$46 -$46 -1 -50%
3 4 5
6
7