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Cedar Fair
FUN

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
HNB
176
Huntington National Bank
Ohio
$444K +$23.1K +505 +5%
SIG
177
Sargent Investment Group
Maryland
$442K -$8.23K -180 -2%
YIH
178
Y-Intercept (HK)
Hong Kong
$426K +$484K +10,576 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$425K -$538K -11,758 -53%
SFM
180
Systematic Financial Management
New Jersey
$425K +$482K +10,540 New
CAM
181
Cresset Asset Management
Illinois
$405K +$459K +10,035 New
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$384K +$436K +9,522 New
AIP
183
Ameritas Investment Partners
Nebraska
$379K +$430K +9,401 New
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$378K +$429K +9,376 New
KAS
185
Kestra Advisory Services
Texas
$374K +$424K +9,274 New
MCM
186
MAI Capital Management
Ohio
$368K +$11.9K +260 +3%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$360K +$57K +1,246 +16%
Creative Planning
188
Creative Planning
Kansas
$359K +$104K +2,284 +35%
IIM
189
INTECH Investment Management
Florida
$352K +$399K +8,731 New
NC
190
Nicholas Company
Wisconsin
$349K – – –
CL
191
Choreo LLC
Illinois
$334K +$396K +8,664 New
SFA
192
Sequoia Financial Advisors
Ohio
$333K +$144K +3,151 +62%
GT
193
Glenview Trust
Kentucky
$322K – – –
HPC
194
HM Payson & Co
Maine
$319K – – –
IFG
195
Independent Financial Group
California
$301K +$22K +481 +7%
SCM
196
Sage Capital Management
New Jersey
$299K – – –
William Blair & Company
197
William Blair & Company
Illinois
$288K +$327K +7,140 New
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$287K +$326K +7,122 New
GT
199
Glenmede Trust
Pennsylvania
$284K -$485K -10,602 -60%
Acadian Asset Management
200
Acadian Asset Management
Massachusetts
$278K +$316K +6,906 New
6 7
8
9 10

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.