Institutional Ownership Cedar Fair L P (FUN)
This table provides information about the institutional ownership of Cedar Fair L P (FUN). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 841,138 shares, which have been reported (via 13F filing form) to have a value of $28.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
741,000
shares
|
$25.5 Million
0.3% of portfolio
|
Q3 2022
Added 737.01%
|
|
|
Citadel Investment Advisory, Inc.
|
Apr 17, 2025 Q1 2025 |
51,172
shares
|
$1.76 Million
0.9% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
16,500
shares
|
$566,775
0.05% of portfolio
|
Q4 2021
Added 22.22%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,702
shares
|
$333,263
0.09% of portfolio
|
Q4 2022
Added 4.3%
|
|
|
Sarissa Consulting LLC
Santa Monica, CA |
Nov 14, 2022 Q3 2022 |
8,700
shares
|
$298,845
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,278
shares
|
$249,999
0.0% of portfolio
|
Q3 2023
Added 0.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,887
shares
|
$99,168
0.0% of portfolio
|
Q2 2024
Added 94.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,178
shares
|
$74,814
0.0% of portfolio
|
Q2 2020
Reduced 29.7%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
993
shares
|
$34,109
0.02% of portfolio
|
Q3 2024
Added 63.05%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
728
shares
|
$25,006
0.0% of portfolio
|
Q4 2022
Added 0.83%
|