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Cedar Fair
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Overview Fund Activity

138 hedge funds and large institutions have $1.22B invested in Cedar Fair in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-6
Holders Change %
-4.17%
% of All Funds
2.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
8
Increased
40
Reduced
38
Closed
14
Calls
$11.5M
Puts
$2.17M
Net Calls
+$9.36M
Net Calls Change
+$3.97M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$125M
2
Barclays
Barclays
United Kingdom
$85.3M
3
Nomura Holdings
Nomura Holdings
Japan
$25.2M
4
Citigroup
Citigroup
New York
$17M
5
Bank of America
Bank of America
North Carolina
$84.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
2
Goldman Sachs
Goldman Sachs
New York
$128M
3
Morgan Stanley
Morgan Stanley
New York
$168M
4
BCP
Bayberry Capital Partners
New York
$0
5
Bessemer Group
Bessemer Group
New Jersey
$47K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
126
GS Investments
Minnesota
$5K – – –
HI
127
Harbour Investments
Wisconsin
$4.26K +$37 +1 +0.9%
CT
128
Clearstead Trust
Maine
$4.26K – – –
OC
129
Oakworth Capital
Alabama
$4.18K – – –
BTI
130
Blue Trust Inc
Georgia
$4K – – –
FP
131
Financial Perspectives
Minnesota
$3.7K – – –
UB
132
UMB Bank
Missouri
$3.7K – – –
BWAM
133
Boyd Watterson Asset Management
Ohio
$3.7K – – –
HFM
134
Hartford Financial Management
Connecticut
$1.85K – – –
GIA
135
GHP Investment Advisors
Colorado
$1.39K – – –
GG
136
Gleason Group
Kentucky
$422 – – –
SS
137
Sunbelt Securities
Texas
$185 – – –
TAM
138
Tucker Asset Management
Colorado
$111 – – –
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
– -$29.4M -700,000 Closed
BCP
140
Bayberry Capital Partners
New York
– -$7.59M -190,000 Closed
BRWA
141
B. Riley Wealth Advisors
Florida
– -$4.49M -112,269 Closed
IECM
142
Intrinsic Edge Capital Management
Illinois
– -$3.88M -96,974 Closed
SO
143
STRS Ohio
Ohio
– -$2.45M -61,205 Closed
SI
144
Saxon Interests
Texas
– -$310K -7,745 Closed
SFA
145
Sequoia Financial Advisors
Ohio
– -$214K -5,345 Closed
TWM
146
Thrive Wealth Management
Pennsylvania
– -$203K -5,068 Closed
ETC
147
Exchange Traded Concepts
Oklahoma
– -$69.1K -1,730 Closed
1832 Asset Management
148
1832 Asset Management
Ontario, Canada
– -$40K -1,000 Closed
JWA
149
JFS Wealth Advisors
Pennsylvania
– -$40K -1,000 Closed
CWM
150
Compass Wealth Management
Connecticut
– -$3.8K -95 Closed
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