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Cedar Fair

181 hedge funds and large institutions have $1.6B invested in Cedar Fair in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
29
Increased
37
Reduced
58
Closed
23
Calls
$113M
Puts
$13.1M
Net Calls
+$99.6M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$52K
1832 Asset Management
152
1832 Asset Management
Ontario, Canada
$50K
JWA
153
JFS Wealth Advisors
Pennsylvania
$50K
LFG
154
Larson Financial Group
Missouri
$50K
BCA
155
Berman Capital Advisors
Georgia
$39K
TFS
156
TrustCore Financial Services
Tennessee
$36K
FCM
157
Firestone Capital Management
Florida
$35K
HI
158
Harbour Investments
Wisconsin
$31K +$31K +616 New
CAL
159
Capital Advisors Ltd
Ohio
$28K
SWM
160
Spire Wealth Management
Virginia
$21K +$21K +420 New
MA
161
Montag & Associates
Georgia
$20K
EVM
162
Eaton Vance Management
Massachusetts
$20K +$20K +400 New
CFB
163
Cullen/Frost Bankers
Texas
$17K
CIAS
164
CBIZ Investment Advisory Services
Ohio
$17K -$13K
HIA
165
Harbor Investment Advisory
Maryland
$15K
FI
166
FormulaFolio Investments
Michigan
$14K -$412K -8,543 -97%
MAM
167
Meeder Asset Management
Ohio
$14K +$14K +287 New
FWM
168
Focused Wealth Management
New York
$12K
AWC
169
Abundance Wealth Counselors
Pennsylvania
$11K +$11K +216 New
NFSG
170
Newbridge Financial Services Group
Florida
$10K -$9.5K -190 -49%
NSIM
171
North Star Investment Management
Illinois
$10K
JCM
172
Jacobi Capital Management
Pennsylvania
$10K +$10K +200 New
WP
173
WealthShield Partners
North Carolina
$10K +$10K +200 New
US Bancorp
174
US Bancorp
Minnesota
$8K -$16.5K -346 -67%
OC
175
Oakworth Capital
Alabama
$6K