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Cedar Fair

185 hedge funds and large institutions have $1.81B invested in Cedar Fair in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $2.7M

0.64% less ownership

Funds ownership: 50.76%50.12% (-0.64%)

3% less funds holding

Funds holding: 190185 (-5)

12% less capital invested

Capital invested by funds: $2.06B → $1.81B (-$251M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

26% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 72

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
4.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
16
Increased
53
Reduced
72
Closed
19
Calls
$3.59M
Puts
$2.7M
Net Calls
+$891K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$350M -$3.01M -44,875 -0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$290M +$31.3M +467,069 +12%
Capital Research Global Investors
3
Capital Research Global Investors
California
$187M
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$134M +$4.44M +66,239 +3%
O
5
OppenheimerFunds
New York
$130M -$8.25M -123,052 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$68.3M +$4.02M +59,935 +6%
AAMU
7
Amundi Asset Management US
Massachusetts
$46.6M -$186K -2,774 -0.4%
Goldman Sachs
8
Goldman Sachs
New York
$44.6M +$14M +209,094 +43%
MP
9
MSD Partners
New York
$38.5M -$66.8M -996,649 -62%
RRAM
10
River Road Asset Management
Kentucky
$36.8M -$1.04M -15,547 -3%
OMC
11
Overbrook Management Corp
New York
$32.8M +$2.33M +34,725 +7%
EIP
12
Epoch Investment Partners
New York
$27.9M +$737K +10,996 +3%
WHG
13
Westwood Holdings Group
Texas
$26.5M -$4.45M -66,421 -14%
OCM
14
Osterweis Capital Management
California
$24.9M -$87.2K -1,300 -0.3%
Morgan Stanley
15
Morgan Stanley
New York
$22.2M -$1.46M -21,735 -6%
CWAM
16
Columbia Wanger Asset Management
Illinois
$21.1M +$22M +328,546 New
IG
17
ING Group
Netherlands
$18.2M +$11.8M +176,100 +163%
CC
18
Cannell & Co
New York
$15.2M -$377K -5,625 -2%
AAM
19
Aureus Asset Management
Massachusetts
$15.1M +$947K +14,123 +6%
RJA
20
Raymond James & Associates
Florida
$12.6M -$158K -2,357 -1%
Wells Fargo
21
Wells Fargo
California
$12M -$221K -3,292 -2%
Stifel Financial
22
Stifel Financial
Missouri
$11.2M -$79.8K -1,191 -0.7%
TCM
23
Trafelet Capital Management
New York
$10.8M
JP Morgan Chase
24
JP Morgan Chase
New York
$10.2M +$3.14M +46,853 +42%
HBWM
25
Hollow Brook Wealth Management
New York
$9.06M -$45.9K -684 -0.5%

FUN Hedge Fund Activity: Q3 2017 in Review

185 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q3 2017, worth a combined $1.81B — down 12% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FUN and 16 opened new positions — a net loss of 3 holders — while 72 trimmed existing stakes and 53 added.

The largest buyer was Fidelity Investments, adding an estimated $31.3M. The largest seller was MSD Partners, cutting an estimated $66.8M.

  • 185 institutional investors held Cedar Fair (FUN) as of Q3 2017, down from 190 in Q2 2017.
  • Funds reported $1.81B of Cedar Fair stock for Q3 2017, down 12% quarter-over-quarter.
  • 16 funds opened new Cedar Fair positions in Q3 2017 and 19 closed out, a net change of -3 holders.
  • The largest Cedar Fair buyer in Q3 2017 was Fidelity Investments, an estimated $31.3M added.
  • The largest Cedar Fair seller in Q3 2017 was MSD Partners, an estimated $66.8M sold.

Based on aggregated 13F filings for Q3 2017.