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Cedar Fair

177 hedge funds and large institutions have $1.47B invested in Cedar Fair in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $14M

1.21% more ownership

Funds ownership: 56.69%57.91% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 182177 (-5)

8% less capital invested

Capital invested by funds: $1.6B → $1.47B (-$124M)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

41% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 61

Holders
177
Holders Change
-5
Holders Change %
-2.75%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
36
Reduced
61
Closed
22
Calls
$86.7M
Puts
$14M
Net Calls
+$72.7M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$224M -$1.72M -36,340 -0.7%
Goldman Sachs
2
Goldman Sachs
New York
$200M -$18.2M -383,362 -8%
IG
3
ING Group
Netherlands
$122M +$44.9M +948,000 +53%
Bank of America
4
Bank of America
North Carolina
$116M +$72.3M +1,526,914 +143%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$107M +$21.3M +449,429 +23%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$73.7M -$3.32M -70,076 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$58.4M +$20.8M +439,900 +51%
BAM
8
Burgundy Asset Management
Ontario, Canada
$47M -$446K -9,409 -0.9%
N
9
Natixis
France
$37.7M -$16.6M -350,000 -29%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$36.5M +$1.88M +39,684 +5%
ZCA
11
Zeke Capital Advisors
Pennsylvania
$33.7M +$4.01M +84,617 +13%
UBS Group
12
UBS Group
Switzerland
$31.5M -$12M -253,615 -26%
Amundi
13
Amundi
France
$27.6M +$29.2M +615,532 New
Citigroup
14
Citigroup
New York
$25.6M -$27.4M -579,477 -50%
Barclays
15
Barclays
United Kingdom
$23.6M +$10.8M +227,469 +76%
TP
16
Thunderbird Partners
United Kingdom
$21.3M
Invesco
17
Invesco
Georgia
$20.3M -$508K -10,731 -2%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$16.8M -$85.2K -1,800 -0.5%
Deutsche Bank
19
Deutsche Bank
Germany
$15.2M +$15.9M +335,775 +9,327%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$14.2M +$8.83M +186,549 +142%
C
21
Chescapmanager
Maryland
$12.4M +$13.1M +276,564 New
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$11.4M
RGM
23
ROAM Global Management
New York
$10.7M +$1.4M +29,632 +14%
Group One Trading
24
Group One Trading
Illinois
$10.6M +$8.97M +189,405 +400%
AGP
25
Akaris Global Partners
New York
$10.3M -$3.26M -68,868 -23%

FUN Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q2 2021, worth a combined $1.47B — down 7.8% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FUN and 18 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 36 added.

The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was Waratah Capital Advisors, cutting an estimated $53.1M.

  • 177 institutional investors held Cedar Fair (FUN) as of Q2 2021, down from 182 in Q1 2021.
  • Funds reported $1.47B of Cedar Fair stock for Q2 2021, down 7.8% quarter-over-quarter.
  • 18 funds opened new Cedar Fair positions in Q2 2021 and 22 closed out, a net change of -4 holders.
  • The largest Cedar Fair buyer in Q2 2021 was Bank of America, an estimated $72.3M added.
  • The largest Cedar Fair seller in Q2 2021 was Waratah Capital Advisors, an estimated $53.1M sold.

Based on aggregated 13F filings for Q2 2021.