We are live on ! Find out more
FUN icon

Cedar Fair

156 hedge funds and large institutions have $1.6B invested in Cedar Fair in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.99M

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 148156 (+8)

0.25% more ownership

Funds ownership: 54%54.26% (+0.25%)

3% less capital invested

Capital invested by funds: $1.65B → $1.6B (-$53.4M)

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
4.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
30
Increased
54
Reduced
37
Closed
22
Calls
$3.41M
Puts
$1.99M
Net Calls
+$1.42M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$457M -$19.3M -354,517 -4%
MP
2
MSD Partners
New York
$201M
Capital Research Global Investors
3
Capital Research Global Investors
California
$156M
Morgan Stanley
4
Morgan Stanley
New York
$66M +$5.83M +107,441 +9%
CS
5
Credit Suisse
Switzerland
$54.3M +$1.19M +21,927 +2%
CC
6
Cannell & Co
New York
$46.9M -$203K -3,747 -0.4%
CNB
7
City National Bank
California
$38.1M +$10.9M +200,193 +38%
AAMU
8
Amundi Asset Management US
Massachusetts
$37.6M +$85.1K +1,568 +0.2%
PIM
9
Perkins Investment Management
Illinois
$35.9M +$7.72M +142,098 +22%
CGI
10
CI Global Investments
California
$33.9M -$679K -12,500 -2%
IG
11
ING Group
Netherlands
$33.8M +$20.4M +376,392 +142%
Goldman Sachs
12
Goldman Sachs
New York
$30.7M +$8.26M +152,038 +35%
OMC
13
Overbrook Management Corp
New York
$30.2M +$1.27M +23,414 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$28.3M -$17.2M -316,180 -37%
NMIMC
15
Northwestern Mutual Investment Management Company
Wisconsin
$26.2M +$1.67M +30,744 +7%
TCM
16
Trafelet Capital Management
New York
$22M -$1.71M -31,421 -7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$19.5M +$809K +14,900 +4%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$16.7M +$2.55M +46,940 +17%
HBWM
19
Hollow Brook Wealth Management
New York
$16.1M +$45.5K +838 +0.3%
Citigroup
20
Citigroup
New York
$16M +$6.82M +125,656 +71%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$14.6M -$489 -9 -0%
Bank of America
22
Bank of America
North Carolina
$12.5M +$260K +4,794 +2%
Stifel Financial
23
Stifel Financial
Missouri
$12M -$2.07M -38,131 -14%
Wells Fargo
24
Wells Fargo
California
$9.43M -$369K -6,787 -4%
AAM
25
Aureus Asset Management
Massachusetts
$9.12M +$223K +4,100 +2%

FUN Hedge Fund Activity: Q3 2015 in Review

156 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q3 2015, worth a combined $1.6B — down 3.2% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FUN positions and 22 closed out — a net gain of 8 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was ING Group, adding an estimated $20.4M. The largest seller was Neuberger Berman Group, cutting an estimated $19.3M.

  • 156 institutional investors held Cedar Fair (FUN) as of Q3 2015, up from 148 in Q2 2015.
  • Funds reported $1.6B of Cedar Fair stock for Q3 2015, down 3.2% quarter-over-quarter.
  • 30 funds opened new Cedar Fair positions in Q3 2015 and 22 closed out, a net change of +8 holders.
  • The largest Cedar Fair buyer in Q3 2015 was ING Group, an estimated $20.4M added.
  • The largest Cedar Fair seller in Q3 2015 was Neuberger Berman Group, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2015.