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Cedar Fair

165 hedge funds and large institutions have $1.72B invested in Cedar Fair in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $1.56M

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 156165 (+9)

1.49% less ownership

Funds ownership: 52.83%51.34% (-1.5%)

7% less capital invested

Capital invested by funds: $1.84B → $1.72B (-$121M)

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
27
Increased
44
Reduced
51
Closed
15
Calls
$4.1M
Puts
$1.56M
Net Calls
+$2.54M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$386M -$88.7M -1,606,729 -20%
MP
2
MSD Partners
New York
$188M -$35.6M -644,800 -17%
Capital Research Global Investors
3
Capital Research Global Investors
California
$168M -$7.45M -135,000 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$95.9M +$63.1M +1,143,029 +243%
Morgan Stanley
5
Morgan Stanley
New York
$57.4M -$2.81M -50,864 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$54.8M +$5.55M +100,606 +12%
PIM
7
Perkins Investment Management
Illinois
$49.2M -$120K -2,171 -0.3%
CS
8
Credit Suisse
Switzerland
$43.5M -$10.7M -193,900 -21%
AAMU
9
Amundi Asset Management US
Massachusetts
$41.4M -$1.22M -22,049 -3%
WHG
10
Westwood Holdings Group
Texas
$40.6M +$37.7M +682,874 New
CC
11
Cannell & Co
New York
$36.3M -$7.22M -130,791 -18%
OMC
12
Overbrook Management Corp
New York
$32.2M -$1.7M -30,833 -5%
JHIU
13
Janus Henderson Investors US
Colorado
$29.8M -$297K -5,382 -1%
Allianz Asset Management
14
Allianz Asset Management
Germany
$27.2M +$22.8M +412,340 +896%
CGI
15
CI Global Investments
California
$26.6M -$9.69M -175,511 -28%
JP Morgan Chase
16
JP Morgan Chase
New York
$25.3M -$2.64M -47,773 -10%
NMIMC
17
Northwestern Mutual Investment Management Company
Wisconsin
$24.7M -$6.28M -113,800 -21%
Deutsche Bank
18
Deutsche Bank
Germany
$23.3M +$6.31M +114,291 +41%
Goldman Sachs
19
Goldman Sachs
New York
$22.3M -$29M -524,992 -58%
IG
20
ING Group
Netherlands
$19.8M -$2.9M -52,526 -14%
TCM
21
Trafelet Capital Management
New York
$19.5M -$4.7M -85,190 -21%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$18.1M -$580K -10,500 -3%
Renaissance Technologies
23
Renaissance Technologies
New York
$18M +$4.67M +84,600 +39%
EIP
24
Epoch Investment Partners
New York
$16.8M +$15.6M +282,253 New
HBWM
25
Hollow Brook Wealth Management
New York
$15.3M -$1.69M -30,594 -11%

FUN Hedge Fund Activity: Q1 2016 in Review

165 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q1 2016, worth a combined $1.72B — down 6.6% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FUN positions and 15 closed out — a net gain of 12 holders — while 44 added to existing stakes and 51 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $63.1M. The largest seller was Neuberger Berman Group, cutting an estimated $88.7M.

  • 165 institutional investors held Cedar Fair (FUN) as of Q1 2016, up from 156 in Q4 2015.
  • Funds reported $1.72B of Cedar Fair stock for Q1 2016, down 6.6% quarter-over-quarter.
  • 27 funds opened new Cedar Fair positions in Q1 2016 and 15 closed out, a net change of +12 holders.
  • The largest Cedar Fair buyer in Q1 2016 was Fidelity Investments, an estimated $63.1M added.
  • The largest Cedar Fair seller in Q1 2016 was Neuberger Berman Group, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2016.