Cedar Fair (FUN) Institutional Ownership

$47.22

+0.59 (+1.27%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 64.65%
Number of Institutional Buyers (last 12 months): 40
Total Institutional Inflows (last 12 months): $322.73M

Number of Institutional Sellers (last 12 months): 36
Total Institutional Outflows (last 12 months): $111.58M

Get FUN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cedar Fair stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

FUN Institutional Buying and Selling by Quarter

Ad Stansberry Research

Get out of cash before the Fed's next meeting

"How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."

Click here now to watch this exclusive interview

Cedar Fair Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/19/2024	Raymond James & Associates	25,708	$1.40M	0.0%	-1.0%	0.050%
7/18/2024	Brookstone Capital Management	4,129	$215K	0.0%	N/A	0.008%
7/16/2024	Wealth Enhancement Advisory Services LLC	7,688	$418K	0.0%	+26.7%	0.015%
7/16/2024	Sequoia Financial Advisors LLC	5,115	$278K	0.0%	-51.6%	0.010%
7/12/2024	Thrive Wealth Management LLC	4,643	$252K	0.0%	N/A	0.009%
7/12/2024	Sound Income Strategies LLC	2,771	$151K	0.0%	-7.2%	0.005%
Get the Latest News and Ratings for FUN and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Cedar Fair and its competitors with MarketBeat's FREE daily newsletter.
7/10/2024	CWM LLC	2,064	$112K	0.0%	+932.0%	0.004%
7/2/2024	Marcum Wealth LLC	12,935	$703K	0.1%	-30.9%	0.025%
6/20/2024	HM Payson & Co.	7,922	$332K	0.0%	N/A	0.015%
6/4/2024	Aurora Investment Counsel	15,077	$632K	0.4%	+1.7%	0.029%
5/24/2024	Cetera Advisors LLC	6,881	$288K	0.0%	+10.9%	0.013%
5/15/2024	Price T Rowe Associates Inc. MD	46,407	$1.95M	0.0%	-4.9%	0.091%
5/13/2024	HAP Trading LLC	31,713	$1.33M	0.2%	N/A	0.062%
5/11/2024	Spreng Capital Management Inc.	10,870	$455K	0.2%	-7.9%	0.021%
5/9/2024	Kingsview Wealth Management LLC	8,030	$336K	0.0%	-13.9%	0.016%
5/7/2024	Susquehanna Portfolio Strategies LLC	18,262	$765K	0.0%	-35.6%	0.036%
5/3/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	24,268	$1.02M	0.1%	+121.9%	0.047%
5/1/2024	Sequoia Financial Advisors LLC	10,559	$442K	0.0%	-9.3%	0.021%
4/30/2024	Stock Yards Bank & Trust Co.	6,000	$257K	0.0%	N/A	0.012%
4/24/2024	CENTRAL TRUST Co	862	$36K	0.0%	-25.0%	0.002%
4/11/2024	Salem Investment Counselors Inc.	2,200	$92K	0.0%	-50.0%	0.004%
3/22/2024	PNC Financial Services Group Inc.	3,300	$131K	0.0%	+10.0%	0.006%
3/1/2024	Goldman Sachs Group Inc.	4,008,868	$159.55M	0.0%	+15.5%	7.856%
2/20/2024	Aurora Investment Counsel	14,824	$580K	0.3%	-74.4%	0.029%
2/13/2024	Tower Research Capital LLC TRC	841	$33K	0.0%	+201.4%	0.002%
2/13/2024	Goldman Sachs Group Inc.	4,008,868	$159.55M	0.0%	+15.5%	7.859%
2/9/2024	UBS Group AG	3,047,096	$121.27M	0.0%	+313.7%	5.974%
2/8/2024	Brown Advisory Inc.	94,486	$3.76M	0.0%	+1.1%	0.185%
2/8/2024	Kingsview Wealth Management LLC	9,330	$371K	0.0%	-16.6%	0.018%
2/7/2024	Jump Financial LLC	15,500	$617K	0.0%	N/A	0.030%
2/7/2024	Johnson Investment Counsel Inc.	7,188	$286K	0.0%	-6.6%	0.014%
2/5/2024	Kestra Private Wealth Services LLC	46,073	$1.83M	0.0%	N/A	0.090%
1/30/2024	Voss Capital LLC	170,657	$6.79M	0.7%	-59.8%	0.335%
1/30/2024	Carnegie Capital Asset Management LLC	10,546	$420K	0.0%	+10.9%	0.021%
1/29/2024	Deroy & Devereaux Private Investment Counsel Inc.	51,400	$2.05M	0.1%	-9.1%	0.101%
1/26/2024	Sequoia Financial Advisors LLC	11,643	$463K	0.0%	N/A	0.023%
1/24/2024	Stratos Wealth Partners LTD.	15,089	$601K	0.0%	-3.8%	0.030%
1/18/2024	Global Retirement Partners LLC	760	$30K	0.0%	-30.6%	0.001%
1/18/2024	Saxon Interests Inc.	7,745	$308K	0.2%	N/A	0.015%
1/17/2024	S.A. Mason LLC	701	$28K	0.0%	-47.3%	0.001%
Kiss of death from Joe Biden (Ad) I did not consent. You did not consent. It’s in direct violation of the U.S. Constitution but they do not care. I have uncovered a bombshell that changes everything… and threatens everything.
1/16/2024	Raymond James Financial Services Advisors Inc.	17,434	$694K	0.0%	-1.7%	0.034%
1/16/2024	Raymond James & Associates	27,091	$1.08M	0.0%	-3.1%	0.053%
1/10/2024	Sound Income Strategies LLC	2,771	$110K	0.0%	+44.4%	0.005%
1/8/2024	Leith Wheeler Investment Counsel Ltd.	169,273	$6.74M	0.8%	-1.2%	0.332%
11/22/2023	Aurora Investment Counsel	57,889	$2.14M	1.4%	N/A	0.113%
11/16/2023	Impala Asset Management LLC	379,040	$14.02M	12.3%	+21.9%	0.743%
11/15/2023	JPMorgan Chase & Co.	3,370,752	$124.72M	0.0%	+50.5%	6.608%
11/14/2023	Nomura Holdings Inc.	681,483	$25.22M	0.1%	N/A	1.336%
11/13/2023	CI Investments Inc.	461,434	$17.07M	0.1%	-20.9%	0.905%
11/13/2023	Sargent Investment Group LLC	12,835	$475K	0.1%	+8.9%	0.025%
11/13/2023	PNC Financial Services Group Inc.	3,000	$111K	0.0%	-43.6%	0.006%
11/9/2023	Delta Asset Management LLC TN	12,210	$452K	0.0%	-2.4%	0.024%
11/9/2023	UBS Group AG	736,531	$27.25M	0.0%	-13.6%	1.444%
11/8/2023	Huntington National Bank	6,663	$247K	0.0%	-10.1%	0.013%
11/8/2023	Keybank National Association OH	78,099	$2.89M	0.0%	-3.5%	0.153%
11/7/2023	Kingsview Wealth Management LLC	11,189	$414K	0.0%	-16.4%	0.022%
11/7/2023	Barclays PLC	2,305,406	$85.30M	0.1%	+67.6%	4.515%
10/31/2023	Citadel Investment Advisory Inc.	17,875	$661K	0.4%	+29.8%	0.035%
10/31/2023	Fifth Third Bancorp	1,038	$38K	0.0%	-25.5%	0.002%
10/30/2023	Deroy & Devereaux Private Investment Counsel Inc.	56,550	$2.09M	0.2%	-29.4%	0.111%
10/27/2023	Leith Wheeler Investment Counsel Ltd.	171,373	$6.34M	0.8%	+26.4%	0.336%
10/25/2023	Brown Advisory Inc.	93,486	$3.46M	0.0%	+8.2%	0.183%
10/24/2023	Stratos Wealth Partners LTD.	15,685	$580K	0.0%	+2.3%	0.031%
10/24/2023	Raymond James Financial Services Advisors Inc.	17,737	$656K	0.0%	-6.3%	0.035%
10/24/2023	Raymond James & Associates	27,960	$1.04M	0.0%	+1.5%	0.055%
10/19/2023	Patriot Financial Group Insurance Agency LLC	5,571	$206K	0.0%	N/A	0.011%
10/12/2023	Mendota Financial Group LLC	3,423	$127K	0.1%	N/A	0.007%
10/11/2023	Carnegie Capital Asset Management LLC	9,513	$352K	0.0%	-12.8%	0.019%
10/10/2023	Daymark Wealth Partners LLC	8,627	$319K	0.0%	+53.8%	0.017%
8/15/2023	Intrinsic Edge Capital Management LLC	96,974	$3.88M	0.3%	-19.2%	0.190%
8/15/2023	Centerbridge Partners L.P.	1,315,876	$52.60M	8.2%	-4.3%	2.577%
8/14/2023	Invenomic Capital Management LP	217,551	$8.70M	0.4%	-14.5%	0.426%
8/14/2023	Caption Management LLC	12,600	$504K	0.0%	-80.3%	0.025%
8/14/2023	Jefferies Financial Group Inc.	106,849	$4.27M	0.0%	-88.5%	0.209%
8/14/2023	Thrivent Financial for Lutherans	1,547,276	$61.84M	0.1%	+15.6%	3.030%
8/11/2023	Natixis	472,300	$18.88M	0.2%	-69.2%	0.925%
8/11/2023	JPMorgan Chase & Co.	2,240,313	$89.55M	0.0%	+11.9%	4.388%
8/10/2023	Osaic Holdings Inc.	74,325	$2.96M	0.0%	-4.2%	0.146%
8/10/2023	Bessemer Group Inc.	129,408	$5.17M	0.0%	+4.9%	0.253%
8/10/2023	Cetera Advisors LLC	6,197	$248K	0.0%	+22.5%	0.012%
8/8/2023	Impala Asset Management LLC	310,890	$12.43M	11.2%	+72.7%	0.606%
8/2/2023	Bank of Montreal Can	700,000	$29.35M	0.0%	N/A	1.364%
8/1/2023	Spreng Capital Management Inc.	12,171	$487K	0.4%	-3.4%	0.024%
8/1/2023	Schulhoff & Co. Inc.	32,441	$1.30M	0.6%	+0.9%	0.063%
7/31/2023	LPL Financial LLC	48,098	$1.92M	0.0%	-1.0%	0.094%
7/31/2023	Deroy & Devereaux Private Investment Counsel Inc.	80,100	$3.20M	0.2%	+3.4%	0.156%
7/31/2023	Sargent Investment Group LLC	11,790	$471K	0.1%	+3.7%	0.023%
7/31/2023	Strs Ohio	61,205	$2.45M	0.0%	-68.3%	0.119%
7/28/2023	Voss Capital LLC	425,000	$16.99M	2.1%	N/A	0.828%
7/27/2023	B. Riley Wealth Advisors Inc.	112,269	$4.49M	0.1%	N/A	0.219%
Man Who Called Nvidia at $1.10 Says Buy This Now... (Ad) In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new company could become the next to soar like Nvidia. Watch Alex's "Next Magnificent Seven" presentation now.
7/26/2023	CENTRAL TRUST Co	1,150	$46K	0.0%	N/A	0.002%
7/26/2023	Fifth Third Bancorp	1,394	$56K	0.0%	-26.4%	0.003%
7/25/2023	Raymond James & Associates	27,555	$1.10M	0.0%	-15.1%	0.054%
7/25/2023	Ameritas Advisory Services LLC	7,931	$311K	0.0%	-12.9%	0.015%
7/20/2023	Exchange Traded Concepts LLC	1,730	$69K	0.0%	-15.4%	0.003%
7/19/2023	Daymark Wealth Partners LLC	5,609	$224K	0.0%	N/A	0.011%
7/18/2023	Leith Wheeler Investment Counsel Ltd.	135,555	$5.42M	0.7%	N/A	0.264%
7/14/2023	Venture Visionary Partners LLC	17,791	$711K	0.0%	+7.7%	0.035%
7/13/2023	Cambridge Investment Research Advisors Inc.	17,485	$699K	0.0%	+15.4%	0.034%
7/11/2023	Citadel Investment Advisory Inc.	13,775	$551K	0.4%	+60.6%	0.027%

(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, 116 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), ING Groep NV ($115.17M), Bank of America Corp DE ($106.25M), Waratah Capital Advisors Ltd. ($85.97M), and Barclays PLC ($85.30M).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 85 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 ($2.44M), Natixis ($1.54M), JPMorgan Chase & Co. ($1.37M), Goldman Sachs Group Inc. ($1.08M), Barclays PLC ($930.02K), Jefferies Financial Group Inc. ($741K), and Bank of Montreal Can ($700K).

How much institutional buying is happening at Cedar Fair?: Institutional investors have bought a total of 14,766,274 shares in the last 24 months. This purchase volume represents approximately $595.64M in transactions.
Which Cedar Fair major shareholders have been selling company stock?: Of the 59 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: Bank of America Corp DE ($1.60M), Centerbridge Partners L.P. ($1.13M), Natixis ($1.09M), Jefferies Financial Group Inc. ($825.55K), Barclays PLC ($691.90K), Bank of Montreal Can ($437.50K), and Rockefeller Capital Management L.P. ($277.63K).
How much institutional selling is happening at Cedar Fair?: Institutional investors have sold a total of 7,321,111 shares in the last 24 months. This volume of shares sold represents approximately $305.64M in transactions.