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Cedar Fair

190 hedge funds and large institutions have $2.06B invested in Cedar Fair in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

6% more capital invested

Capital invested by funds: $1.95B → $2.06B (+$109M)

0.31% less ownership

Funds ownership: 51.07%50.76% (-0.31%)

5% less funds holding

Funds holding: 199190 (-9)

12% less call options, than puts

Call options by funds: $3.41M | Put options by funds: $3.88M

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
190
Holders Change
-9
Holders Change %
-4.52%
% of All Funds
4.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
19
Increased
65
Reduced
57
Closed
24
Calls
$3.41M
Puts
$3.88M
Net Calls
-$469K
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$397M -$17.7M -251,028 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$293M +$85.9M +1,220,099 +43%
Capital Research Global Investors
3
Capital Research Global Investors
California
$211M
O
4
OppenheimerFunds
New York
$155M +$899K +12,780 +0.6%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$146M +$143M +2,024,698 New
MP
6
MSD Partners
New York
$115M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$72.4M +$2.4M +34,144 +4%
AAMU
8
Amundi Asset Management US
Massachusetts
$52.5M -$545K -7,742 -1%
RRAM
9
River Road Asset Management
Kentucky
$42.5M -$858K -12,189 -2%
Goldman Sachs
10
Goldman Sachs
New York
$35.1M +$3.67M +52,085 +12%
WHG
11
Westwood Holdings Group
Texas
$34.4M -$1.8M -25,635 -5%
OMC
12
Overbrook Management Corp
New York
$34.4M +$2.08M +29,606 +7%
EIP
13
Epoch Investment Partners
New York
$30.5M +$104K +1,484 +0.4%
OCM
14
Osterweis Capital Management
California
$28.1M +$1.99M +28,235 +8%
Morgan Stanley
15
Morgan Stanley
New York
$26.5M -$16.1M -228,809 -38%
CC
16
Cannell & Co
New York
$17.5M -$3M -42,630 -15%
Bank of America
17
Bank of America
North Carolina
$16.6M -$202K -2,869 -1%
AAM
18
Aureus Asset Management
Massachusetts
$16M +$2.13M +30,253 +16%
RJA
19
Raymond James & Associates
Florida
$14.3M -$331K -4,705 -2%
Wells Fargo
20
Wells Fargo
California
$13.8M -$1.09M -15,420 -7%
Stifel Financial
21
Stifel Financial
Missouri
$12.7M +$268K +3,809 +2%
TCM
22
Trafelet Capital Management
New York
$12.2M -$1.13M -16,000 -9%
CS
23
Credit Suisse
Switzerland
$11.8M -$5.5M -78,162 -32%
HBWM
24
Hollow Brook Wealth Management
New York
$10.2M +$16.8K +239 +0.2%
UBS Group
25
UBS Group
Switzerland
$9.93M -$358K -5,086 -4%

FUN Hedge Fund Activity: Q2 2017 in Review

190 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q2 2017, worth a combined $2.06B — up 5.6% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FUN and 19 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 65 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $143M. The largest seller was Allianz Asset Management, cutting an estimated $23.9M.

  • 190 institutional investors held Cedar Fair (FUN) as of Q2 2017, down from 199 in Q1 2017.
  • Funds reported $2.06B of Cedar Fair stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 19 funds opened new Cedar Fair positions in Q2 2017 and 24 closed out, a net change of -5 holders.
  • The largest Cedar Fair buyer in Q2 2017 was Janus Henderson Group, an estimated $143M added.
  • The largest Cedar Fair seller in Q2 2017 was Allianz Asset Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2017.