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Cedar Fair

156 hedge funds and large institutions have $814M invested in Cedar Fair in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $7.41M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $725M → $814M (+$88.8M)

5.32% more ownership

Funds ownership: 46.54%51.86% (+5.3%)

8% less funds holding

Funds holding: 170156 (-14)

35% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 51

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

Holders
156
Holders Change
-14
Holders Change %
-8.24%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
33
Reduced
51
Closed
35
Calls
$17.3M
Puts
$7.41M
Net Calls
+$9.85M
Net Calls Change
-$6.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$125M +$37.5M +1,351,173 +44%
Goldman Sachs
2
Goldman Sachs
New York
$106M +$43.5M +1,566,300 +70%
WCA
3
Waratah Capital Advisors
Ontario, Canada
$60.5M +$3.23M +116,364 +6%
BAM
4
Burgundy Asset Management
Ontario, Canada
$58M +$4.78M +172,461 +9%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$58M -$9.36M -337,547 -14%
Citigroup
6
Citigroup
New York
$45.7M +$7.11M +256,266 +19%
IG
7
ING Group
Netherlands
$41.2M +$22.6M +815,000 +125%
Bank of America
8
Bank of America
North Carolina
$30M +$3.3M +119,109 +13%
Barclays
9
Barclays
United Kingdom
$29.5M +$22.8M +823,343 +365%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$22.3M +$13.9M +502,575 +173%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$21.9M -$2.03M -73,000 -9%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$17.6M +$3.39M +122,323 +24%
AAMU
13
Amundi Asset Management US
Massachusetts
$17.5M -$10.7M -386,117 -38%
Invesco
14
Invesco
Georgia
$14.9M -$4.17M -150,202 -22%
JP Morgan Chase
15
JP Morgan Chase
New York
$14.8M +$1.59M +57,431 +12%
AC
16
Alleghany Corporation
New York
$11.3M
CS
17
Credit Suisse
Switzerland
$8.97M +$8.86M +319,481 New
AGP
18
Akaris Global Partners
New York
$7.91M +$7.82M +281,725 New
UBS Group
19
UBS Group
Switzerland
$7.54M -$2.96M -106,844 -28%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$7.3M
PIM
21
Platinum Investment Management
Australia
$7.27M +$2.13M +76,888 +42%
MVP
22
Miller Value Partners
Florida
$7.05M -$416K -15,000 -6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$6.24M -$6.24M -225,000 -49%
Wells Fargo
24
Wells Fargo
California
$5.62M -$385K -13,890 -6%
N
25
Natixis
France
$5.17M

FUN Hedge Fund Activity: Q3 2020 in Review

156 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q3 2020, worth a combined $814M — up 12% from $725M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of FUN and 22 opened new positions — a net loss of 13 holders — while 51 trimmed existing stakes and 33 added.

The largest buyer was Goldman Sachs, adding an estimated $43.5M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $40M sold.

  • 156 institutional investors held Cedar Fair (FUN) as of Q3 2020, down from 170 in Q2 2020.
  • Funds reported $814M of Cedar Fair stock for Q3 2020, up 12% quarter-over-quarter.
  • 22 funds opened new Cedar Fair positions in Q3 2020 and 35 closed out, a net change of -13 holders.
  • The largest Cedar Fair buyer in Q3 2020 was Goldman Sachs, an estimated $43.5M added.
  • The largest Cedar Fair seller in Q3 2020 was Janus Henderson Group, an estimated $40M sold.

Based on aggregated 13F filings for Q3 2020.