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United Parks & Resorts

232 hedge funds and large institutions have $4.34B invested in United Parks & Resorts in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $12.1M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

19% more capital invested

Capital invested by funds: $3.65B → $4.34B (+$689M)

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

2.01% more ownership

Funds ownership: 108.55%110.57% (+2%)

0% less funds holding

Funds holding: 233232 (-1)

8% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 80

Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.7%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
35
Increased
74
Reduced
80
Closed
30
Calls
$24.1M
Puts
$12.1M
Net Calls
+$12M
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$16K +$672 +11 +4%
MIFH
202
Migdal Insurance & Financial Holdings
Israel
$14K -$1.34K -22 -9%
EI
203
Ellevest Inc
New York
$12.3K -$39.6K -649 -76%
C
204
Covestor
United Kingdom
$12K
CA
205
Centerpoint Advisors
Massachusetts
$8K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$6.87K
CP
207
Castleview Partners
Texas
$4.91K
GEA
208
Glen Eagle Advisors
New Jersey
$4.91K +$4.89K +80 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$4.84K
TWA
210
TCI Wealth Advisors
Arizona
$4.23K -$61 -1 -1%
IA
211
IFP Advisors
Florida
$4.15K -$7.39K -121 -34%
BF
212
BOK Financial
Oklahoma
$3.07K +$3.05K +50 New
CSB
213
City State Bank
Iowa
$3K
JWA
214
JFS Wealth Advisors
Pennsylvania
$2.82K -$61 -1 -2%
SC
215
Schubert & Co
Texas
$1.96K
HI
216
Harbour Investments
Wisconsin
$1.84K
QCG
217
Quadrant Capital Group
Ohio
$1.66K -$428 -7 -21%
PA
218
Parallel Advisors
California
$1.53K +$1.53K +25 New
EWA
219
EverSource Wealth Advisors
Alabama
$1.41K
MCM
220
Manchester Capital Management
Vermont
$1.23K
CFGS
221
Concourse Financial Group Securities
Alabama
$1.23K
SFG
222
Steward Financial Group
Texas
$1K +$855 +14 +78%
HGWM
223
Harvest Group Wealth Management
Massachusetts
$981
IFAM
224
Institutional & Family Asset Management
Colorado
$981 +$122 +2 +14%
AF
225
Advisornet Financial
Minnesota
$920 +$61 +1 +7%

PRKS Hedge Fund Activity: Q1 2023 in Review

232 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Parks & Resorts (PRKS) for Q1 2023, worth a combined $4.34B — up 19% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PRKS positions and 30 closed out — a net gain of 5 holders — while 74 added to existing stakes and 80 trimmed.

The largest buyer was Waratah Capital Advisors, opening a new position worth an estimated $97.7M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $75.9M.

  • 232 institutional investors held United Parks & Resorts (PRKS) as of Q1 2023, down from 233 in Q4 2022.
  • Funds reported $4.34B of United Parks & Resorts stock for Q1 2023, up 19% quarter-over-quarter.
  • 35 funds opened new United Parks & Resorts positions in Q1 2023 and 30 closed out, a net change of +5 holders.
  • The largest United Parks & Resorts buyer in Q1 2023 was Waratah Capital Advisors, an estimated $97.7M added.
  • The largest United Parks & Resorts seller in Q1 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $75.9M sold.

Based on aggregated 13F filings for Q1 2023.