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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
CAS
151
CTC Alternative Strategies
Illinois
– -$419K -10,000 Closed
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
– -$390K -9,312 Closed
SI
153
Saxon Interests
Texas
– -$323K -7,717 Closed
DWP
154
Daymark Wealth Partners
Ohio
– -$301K -7,181 Closed
William Blair & Company
155
William Blair & Company
Illinois
– -$299K -7,128 Closed
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
– -$270K -6,439 Closed
GG
157
GenWealth Group
New Jersey
– -$269K -6,431 Closed
POIA
158
Pin Oak Investment Advisors
Texas
– -$256K -6,115 Closed
SYBT
159
Stock Yards Bank & Trust
Kentucky
– -$257K -6,000 Closed
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
– -$132K -3,132 Closed
CIAS
161
CBIZ Investment Advisory Services
Ohio
– -$14K -333 Closed
Bessemer Group
162
Bessemer Group
New Jersey
– -$13K -300 Closed
First Manhattan
163
First Manhattan
New York
– -$12.6K -300 Closed
GKIM
164
GW&K Investment Management
Massachusetts
– -$7K -166 Closed
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.