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Cedar Fair
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Overview Fund Activity

325 hedge funds and large institutions have $3.75B invested in Cedar Fair in 2024 Q3 according to their latest regulatory filings, with 219 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+190
Holders Change %
+140.74%
% of All Funds
4.7%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.14%
New
219
Increased
42
Reduced
30
Closed
27
Calls
$78M
Puts
$7.03M
Net Calls
+$70.9M
Net Calls Change
+$67.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$561M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$403M
3
HPM
3
H. Partners Management
New York
$258M
4
5NCM
4
59 North Capital Management
Texas
$129M
5
State Street
5
State Street
Massachusetts
$128M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$48.9M
2
UBS Group
2
UBS Group
Switzerland
$43.2M
3
Barclays
3
Barclays
United Kingdom
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$104M
5
JFG
5
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
176
Sargent Investment Group
Maryland
$442K -$7.26K -180 -2%
YIH
177
Y-Intercept (HK)
Hong Kong
$426K +$426K +10,576 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$425K -$474K -11,758 -53%
SFM
179
Systematic Financial Management
New Jersey
$425K +$425K +10,540 New
CAM
180
Cresset Asset Management
Illinois
$405K +$405K +10,035 New
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$384K +$384K +9,522 New
AIP
182
Ameritas Investment Partners
Nebraska
$379K +$379K +9,401 New
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$378K +$378K +9,376 New
KAS
184
Kestra Advisory Services
Texas
$374K +$374K +9,274 New
MCM
185
MAI Capital Management
Ohio
$368K +$10.5K +260 +3%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$360K +$50.2K +1,246 +16%
Creative Planning
187
Creative Planning
Kansas
$359K +$92.1K +2,284 +35%
IIM
188
INTECH Investment Management
Florida
$352K +$352K +8,731 New
NC
189
Nicholas Company
Wisconsin
$349K – – –
CL
190
Choreo LLC
Illinois
$334K +$334K +8,664 New
SFA
191
Sequoia Financial Advisors
Ohio
$333K +$127K +3,151 +62%
GT
192
Glenview Trust
Kentucky
$322K – – –
HPC
193
HM Payson & Co
Maine
$319K – – –
SCM
194
Sage Capital Management
New Jersey
$299K – – –
William Blair & Company
195
William Blair & Company
Illinois
$288K +$288K +7,140 New
Pathstone Holdings
196
Pathstone Holdings
New Jersey
$287K +$287K +7,122 New
GT
197
Glenmede Trust
Pennsylvania
$284K -$427K -10,602 -60%
Acadian Asset Management
198
Acadian Asset Management
Massachusetts
$278K +$278K +6,906 New
SWA
199
Stratos Wealth Advisors
Ohio
$265K +$265K +6,580 New
MOACM
200
Mutual of America Capital Management
New York
$260K +$260K +6,459 New
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