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Cedar Fair (FUN) Institutional Ownership

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$35.26 +0.34 (+0.96%)
As of 10:27 AM Eastern
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Institutional Ownership Changes (13F Filings) for Cedar Fair (NYSE:FUN)

Current
Institutional Ownership
Percentage
64.65%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$8.22M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.55M
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FUN Institutional Buying and Selling by Quarter

Cedar Fair Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025 Peregrine Capital Management LLC131,499$4.69M0.2%+7.5%0.131%
1/31/2025 Peregrine Capital Management LLC122,268$5.89M0.2%-3.6%0.122%
11/6/2024Mutual of America Capital Management LLC6,459$260K0.0%N/A0.006%
10/25/2024 S.A. Mason LLC993$40K0.0%+63.1%0.002%
8/16/2024Creative Planning6,610$359K0.0%-16.0%0.013%
8/15/2024Susquehanna Portfolio Strategies LLC7,522$409K0.0%-58.8%0.015%
8/14/2024Torno Capital LLC81,200$4.41M0.2%N/A0.158%
8/13/2024Thrivent Financial for Lutherans382,202$20.77M0.0%-1.4%0.746%
8/13/2024Benjamin F. Edwards & Company Inc.2,887$157K0.0%+94.1%0.006%
7/31/2024Commonwealth Equity Services LLC18,806$1.02M0.0%+4.6%0.037%
7/29/2024 Deroy & Devereaux Private Investment Counsel Inc.49,100$2.67M0.2%-4.8%0.096%
7/29/2024 Ameritas Advisory Services LLC11,815$642K0.0%+31.1%0.023%
7/19/2024Raymond James & Associates25,708$1.40M0.0%-1.0%0.050%
7/18/2024 Brookstone Capital Management4,129$215K0.0%N/A0.008%
7/16/2024 Wealth Enhancement Advisory Services LLC7,688$418K0.0%+26.7%0.015%
7/16/2024 Sequoia Financial Advisors LLC5,115$278K0.0%-51.6%0.010%
7/12/2024 Thrive Wealth Management LLC4,643$252K0.0%N/A0.009%
7/12/2024 Sound Income Strategies LLC2,771$151K0.0%-7.2%0.005%
7/10/2024CWM LLC2,064$112K0.0%+932.0%0.004%
7/2/2024 Marcum Wealth LLC12,935$703K0.1%-30.9%0.025%
6/20/2024 HM Payson & Co.7,922$332K0.0%N/A0.015%
6/4/2024Aurora Investment Counsel15,077$632K0.4%+1.7%0.029%
5/24/2024Cetera Advisors LLC6,881$288K0.0%+10.9%0.013%
5/15/2024Price T Rowe Associates Inc. MD46,407$1.95M0.0%-4.9%0.091%
5/13/2024HAP Trading LLC31,713$1.33M0.2%N/A0.062%
5/11/2024Spreng Capital Management Inc.10,870$455K0.2%-7.9%0.021%
5/9/2024Kingsview Wealth Management LLC8,030$336K0.0%-13.9%0.016%
5/7/2024Susquehanna Portfolio Strategies LLC18,262$765K0.0%-35.6%0.036%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors24,268$1.02M0.1%+121.9%0.047%
5/1/2024 Sequoia Financial Advisors LLC10,559$442K0.0%-9.3%0.021%
4/30/2024 Stock Yards Bank & Trust Co.6,000$257K0.0%N/A0.012%
4/24/2024 CENTRAL TRUST Co862$36K0.0%-25.0%0.002%
4/11/2024 Salem Investment Counselors Inc.2,200$92K0.0%-50.0%0.004%
3/22/2024PNC Financial Services Group Inc.3,300$131K0.0%+10.0%0.006%
3/1/2024Goldman Sachs Group Inc.4,008,868$159.55M0.0%+15.5%7.856%
2/20/2024Aurora Investment Counsel14,824$580K0.3%-74.4%0.029%
2/13/2024Tower Research Capital LLC TRC 841$33K0.0%+201.4%0.002%
2/13/2024Goldman Sachs Group Inc.4,008,868$159.55M0.0%+15.5%7.859%
2/9/2024UBS Group AG3,047,096$121.27M0.0%+313.7%5.974%
2/8/2024 Brown Advisory Inc.94,486$3.76M0.0%+1.1%0.185%
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2/8/2024Kingsview Wealth Management LLC9,330$371K0.0%-16.6%0.018%
2/7/2024Jump Financial LLC15,500$617K0.0%N/A0.030%
2/7/2024 Johnson Investment Counsel Inc.7,188$286K0.0%-6.6%0.014%
2/5/2024Kestra Private Wealth Services LLC46,073$1.83M0.0%N/A0.090%
1/30/2024Voss Capital LLC170,657$6.79M0.7%-59.8%0.335%
1/30/2024Carnegie Capital Asset Management LLC10,546$420K0.0%+10.9%0.021%
1/29/2024 Deroy & Devereaux Private Investment Counsel Inc.51,400$2.05M0.1%-9.1%0.101%
1/26/2024 Sequoia Financial Advisors LLC11,643$463K0.0%N/A0.023%
1/24/2024 Stratos Wealth Partners LTD.15,089$601K0.0%-3.8%0.030%
1/18/2024Global Retirement Partners LLC760$30K0.0%-30.6%0.001%
1/18/2024 Saxon Interests Inc.7,745$308K0.2%N/A0.015%
1/17/2024 S.A. Mason LLC701$28K0.0%-47.3%0.001%
1/16/2024Raymond James Financial Services Advisors Inc.17,434$694K0.0%-1.7%0.034%
1/16/2024Raymond James & Associates27,091$1.08M0.0%-3.1%0.053%
1/10/2024 Sound Income Strategies LLC2,771$110K0.0%+44.4%0.005%
1/8/2024Leith Wheeler Investment Counsel Ltd.169,273$6.74M0.8%-1.2%0.332%
11/22/2023Aurora Investment Counsel57,889$2.14M1.4%N/A0.113%
11/16/2023Impala Asset Management LLC379,040$14.02M12.3%+21.9%0.743%
11/15/2023JPMorgan Chase & Co.3,370,752$124.72M0.0%+50.5%6.608%
11/14/2023Nomura Holdings Inc.681,483$25.22M0.1%N/A1.336%
11/13/2023CI Investments Inc.461,434$17.07M0.1%-20.9%0.905%
11/13/2023Sargent Investment Group LLC12,835$475K0.1%+8.9%0.025%
11/13/2023PNC Financial Services Group Inc.3,000$111K0.0%-43.6%0.006%
11/9/2023Delta Asset Management LLC TN12,210$452K0.0%-2.4%0.024%
11/9/2023UBS Group AG736,531$27.25M0.0%-13.6%1.444%
11/8/2023Huntington National Bank6,663$247K0.0%-10.1%0.013%
11/8/2023 Keybank National Association OH78,099$2.89M0.0%-3.5%0.153%
11/7/2023Kingsview Wealth Management LLC11,189$414K0.0%-16.4%0.022%
11/7/2023Barclays PLC2,305,406$85.30M0.1%+67.6%4.515%
10/31/2023 Citadel Investment Advisory Inc.17,875$661K0.4%+29.8%0.035%
10/31/2023 Fifth Third Bancorp1,038$38K0.0%-25.5%0.002%
10/30/2023 Deroy & Devereaux Private Investment Counsel Inc.56,550$2.09M0.2%-29.4%0.111%
10/27/2023Leith Wheeler Investment Counsel Ltd.171,373$6.34M0.8%+26.4%0.336%
10/25/2023 Brown Advisory Inc.93,486$3.46M0.0%+8.2%0.183%
10/24/2023 Stratos Wealth Partners LTD.15,685$580K0.0%+2.3%0.031%
10/24/2023Raymond James Financial Services Advisors Inc.17,737$656K0.0%-6.3%0.035%
10/24/2023Raymond James & Associates27,960$1.04M0.0%+1.5%0.055%
10/19/2023 Patriot Financial Group Insurance Agency LLC5,571$206K0.0%N/A0.011%
10/12/2023 Mendota Financial Group LLC3,423$127K0.1%N/A0.007%
10/11/2023Carnegie Capital Asset Management LLC9,513$352K0.0%-12.8%0.019%
10/10/2023 Daymark Wealth Partners LLC8,627$319K0.0%+53.8%0.017%
8/15/2023Intrinsic Edge Capital Management LLC96,974$3.88M0.3%-19.2%0.190%
8/15/2023Centerbridge Partners L.P.1,315,876$52.60M8.2%-4.3%2.577%
8/14/2023Invenomic Capital Management LP217,551$8.70M0.4%-14.5%0.426%
8/14/2023Caption Management LLC12,600$504K0.0%-80.3%0.025%
8/14/2023Jefferies Financial Group Inc.106,849$4.27M0.0%-88.5%0.209%
8/14/2023Thrivent Financial for Lutherans1,547,276$61.84M0.1%+15.6%3.030%
8/11/2023Natixis472,300$18.88M0.2%-69.2%0.925%
8/11/2023JPMorgan Chase & Co.2,240,313$89.55M0.0%+11.9%4.388%
8/10/2023Osaic Holdings Inc.74,325$2.96M0.0%-4.2%0.146%
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One company’s discovery could change power forever
8/10/2023 Bessemer Group Inc.129,408$5.17M0.0%+4.9%0.253%
8/10/2023Cetera Advisors LLC6,197$248K0.0%+22.5%0.012%
8/8/2023Impala Asset Management LLC310,890$12.43M11.2%+72.7%0.606%
8/2/2023Bank of Montreal Can700,000$29.35M0.0%N/A1.364%
8/1/2023Spreng Capital Management Inc.12,171$487K0.4%-3.4%0.024%
8/1/2023Schulhoff & Co. Inc.32,441$1.30M0.6%+0.9%0.063%
7/31/2023LPL Financial LLC48,098$1.92M0.0%-1.0%0.094%
7/31/2023 Deroy & Devereaux Private Investment Counsel Inc.80,100$3.20M0.2%+3.4%0.156%
7/31/2023Sargent Investment Group LLC11,790$471K0.1%+3.7%0.023%
7/31/2023Strs Ohio61,205$2.45M0.0%-68.3%0.119%
(Data available from 1/1/2016 forward)

FUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FUN shares?

During the previous two years, 82 institutional investors and hedge funds held shares of Cedar Fair. The most heavily invested institutionals were Goldman Sachs Group Inc. ($159.55M), JPMorgan Chase & Co. ($124.72M), UBS Group AG ($121.27M), Barclays PLC ($85.30M), Centerbridge Partners L.P. ($52.60M), Bank of Montreal Can ($29.35M), and Nomura Holdings Inc. ($25.22M).Learn more on FUN's institutional investors.

What percentage of Cedar Fair stock is owned by institutional investors?

64.65% of Cedar Fair stock is owned by institutional investors. Learn more on FUN's institutional investor holdings.

Which institutional investors have been buying Cedar Fair stock?

Of the 53 institutional investors that purchased Cedar Fair stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($2.43M), JPMorgan Chase & Co. ($1.37M), Goldman Sachs Group Inc. ($1.08M), Barclays PLC ($930.02K), Bank of Montreal Can ($700K), Nomura Holdings Inc. ($681.48K), and Voss Capital LLC ($425K).

How much institutional buying is happening at Cedar Fair?

Institutional investors have bought a total of 9,098,855 shares in the last 24 months. This purchase volume represents approximately $359.01M in transactions.

Which Cedar Fair major shareholders have been selling company stock?

Of the 46 institutional investors that sold Cedar Fair stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Centerbridge Partners L.P. ($1.13M), Natixis ($1.06M), Jefferies Financial Group Inc. ($825.55K), Barclays PLC ($451.27K), Voss Capital LLC ($254.34K), Strs Ohio ($131.90K), and CI Investments Inc. ($121.63K).

How much institutional selling is happening at Cedar Fair?

Institutional investors have sold a total of 4,371,148 shares in the last 24 months. This volume of shares sold represents approximately $183.14M in transactions.


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This page (NYSE:FUN) was last updated on 5/2/2025 by MarketBeat.com Staff
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