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Cedar Fair
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330 hedge funds and large institutions have $3.75B invested in Cedar Fair in 2024 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,009% more call options, than puts

Call options by funds: $78M | Put options by funds: $7.03M

722% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 27

233% more funds holding in top 10

Funds holding in top 10: 3 → 10 (+7)

141% more funds holding

Funds holding: 137 → 330 (+193)

111% more capital invested

Capital invested by funds: $1.78B → $3.75B (+$1.97B)

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

28.85% more ownership

Funds ownership: 64.03% → 92.88% (+29%)

Holders
330
Holders Change
+193
Holders Change %
+140.88%
% of All Funds
4.74%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.14%
New
222
Increased
43
Reduced
30
Closed
27
Calls
$78M
Puts
$7.03M
Net Calls
+$70.9M
Net Calls Change
+$67.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$636M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$457M
3
HPM
H. Partners Management
New York
+$293M
4
5NCM
59 North Capital Management
Texas
+$147M
5
State Street
State Street
Massachusetts
+$145M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$140M
2
UBS Group
UBS Group
Switzerland
-$101M
3
Barclays
Barclays
United Kingdom
-$90.1M
4
Morgan Stanley
Morgan Stanley
New York
-$72.3M
5
IG
ING Group
Netherlands
-$54.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$729K -$260K -5,683 -24%
QOP
152
Quinn Opportunity Partners
Virginia
$726K +$823K +18,000 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$724K +$822K +17,973 New
CIA
154
Citadel Investment Advisory
Ohio
$723K – – –
RC
155
RBF Capital
California
$685K – – –
AIC
156
Aurora Investment Counsel
Georgia
$640K +$37K +809 +5%
SWP
157
Stratos Wealth Partners
Ohio
$637K +$723K +15,804 New
Amundi
158
Amundi
France
$621K +$766K +16,756 New
Fisher Asset Management
159
Fisher Asset Management
Washington
$615K +$698K +15,256 New
WS
160
Wedbush Securities
California
$602K +$156K +3,410 +30%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$600K +$236K +5,160 +53%
CB
162
Commerce Bank
Missouri
$558K +$634K +13,855 New
ECM
163
Everence Capital Management
Indiana
$547K +$620K +13,564 New
US Bancorp
164
US Bancorp
Minnesota
$544K +$613K +13,402 +13,402%
MW
165
Marcum Wealth
Ohio
$522K +$1.1K +24 +0.2%
Cerity Partners
166
Cerity Partners
New York
$511K +$580K +12,674 New
SRCM
167
Sage Rock Capital Management
New York
$492K +$558K +12,200 New
PCA
168
Prosperity Capital Advisors
Ohio
$489K +$555K +12,134 New
DAM
169
Delta Asset Management
Tennessee
$488K -$4.57K -100 -0.8%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$485K +$545K +11,916 New
State Board of Administration of Florida Retirement System
171
State Board of Administration of Florida Retirement System
Florida
$482K +$547K +11,962 New
EW
172
Evoke Wealth
California
$465K +$528K +11,542 New
Pictet Asset Management
173
Pictet Asset Management
Switzerland
$454K +$515K +11,262 New
JIC
174
Johnson Investment Counsel
Ohio
$447K +$183K +4,009 +57%
Mariner
175
Mariner
Kansas
$444K +$317K +6,921 +170%
5 6
7
8 9

FUN Hedge Fund Activity: Q3 2024 in Review

330 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q3 2024, worth a combined $3.75B — up 111% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new FUN positions and 27 closed out — a net gain of 195 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $636M. The largest seller was Goldman Sachs, cutting an estimated $140M.

  • 330 institutional investors held Cedar Fair (FUN) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $3.75B of Cedar Fair stock for Q3 2024, up 111% quarter-over-quarter.
  • 222 funds opened new Cedar Fair positions in Q3 2024 and 27 closed out, a net change of +195 holders.
  • The largest Cedar Fair buyer in Q3 2024 was BlackRock, an estimated $636M added.
  • The largest Cedar Fair seller in Q3 2024 was Goldman Sachs, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2024.