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Cedar Fair

354 hedge funds and large institutions have $4.42B invested in Cedar Fair in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 92 increasing their positions, 109 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $5.42M

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

18% more capital invested

Capital invested by funds: $3.75B → $4.42B (+$665M)

7% more funds holding

Funds holding: 330354 (+24)

1.41% less ownership

Funds ownership: 92.88%91.48% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 109

Holders
354
Holders Change
+24
Holders Change %
+7.27%
% of All Funds
4.66%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
74
Increased
92
Reduced
109
Closed
46
Calls
$27.3M
Puts
$5.42M
Net Calls
+$21.9M
Net Calls Change
-$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Sage Capital Management
New Jersey
$357K
Creative Planning
202
Creative Planning
Kansas
$355K -$67K -1,529 -17%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$354K -$89K -2,029 -22%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$351K +$108K +2,460 +51%
HPC
205
HM Payson & Co
Maine
$337K -$40.4K -922 -12%
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$326K +$297K +6,771 New
X
207
Xponance
Pennsylvania
$321K +$29.7K +678 +11%
MOACM
208
Mutual of America Capital Management
New York
$317K +$5.31K +121 +2%
GG
209
GenWealth Group
New Jersey
$310K
William Blair & Company
210
William Blair & Company
Illinois
$309K -$31.5K -718 -10%
AC
211
Aristeia Capital
Connecticut
$303K +$276K +6,286 New
FGP
212
Freestone Grove Partners
California
$303K +$276K +6,283 New
SO
213
STRS Ohio
Ohio
$299K +$43.9K +1,000 +19%
CGH
214
Crossmark Global Holdings
Texas
$298K -$219 -5 -0.1%
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$291K -$152K -3,477 -37%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$279K
ECM
217
Everence Capital Management
Indiana
$279K -$341K -7,770 -57%
SI
218
Saxon Interests
Texas
$266K
Walleye Trading
219
Walleye Trading
New York
$264K
EMAM
220
Encompass More Asset Management
California
$251K
KWM
221
Kingsview Wealth Management
Oregon
$249K +$1.27K +29 +0.6%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$245K +$223K +5,092 New
SWA
223
Stratos Wealth Advisors
Ohio
$245K -$65.8K -1,500 -23%
POIA
224
Pin Oak Investment Advisors
Texas
$241K
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$241K -$93.1K -2,122 -30%

FUN Hedge Fund Activity: Q4 2024 in Review

354 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q4 2024, worth a combined $4.42B — up 18% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FUN positions and 46 closed out — a net gain of 28 holders — while 92 added to existing stakes and 109 trimmed.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $170M. The largest seller was Bank of America, cutting an estimated $92.5M.

  • 354 institutional investors held Cedar Fair (FUN) as of Q4 2024, up from 330 in Q3 2024.
  • Funds reported $4.42B of Cedar Fair stock for Q4 2024, up 18% quarter-over-quarter.
  • 74 funds opened new Cedar Fair positions in Q4 2024 and 46 closed out, a net change of +28 holders.
  • The largest Cedar Fair buyer in Q4 2024 was Contour Asset Management, an estimated $170M added.
  • The largest Cedar Fair seller in Q4 2024 was Bank of America, an estimated $92.5M sold.

Based on aggregated 13F filings for Q4 2024.