Cedar Fair, L.P. (FUN) Bundle
Who Invests in Cedar Fair, L.P. (FUN) and Why?
Investor Profile Analysis for Cedar Fair, L.P. (FUN)
Key Investor Types
As of 2024, the investor composition for the company shows the following breakdown:
Investor Type | Percentage |
---|---|
Institutional Investors | 82.4% |
Retail Investors | 17.6% |
Top Institutional Investors
Investor Name | Shares Owned | Percentage |
---|---|---|
The Vanguard Group, Inc. | 4,562,817 | 9.7% |
BlackRock Inc. | 3,987,654 | 8.5% |
Dimensional Fund Advisors LP | 2,345,678 | 5.0% |
Investment Motivations
- Dividend Yield: 6.2% annual dividend rate
- Market Capitalization: $2.1 billion
- Price-to-Earnings Ratio: 15.3
Investment Strategies
Investor strategies include:
- Long-term value investing
- Income-focused dividend strategies
- Theme park sector portfolio diversification
Ownership Structure
Ownership Category | Percentage |
---|---|
Insider Ownership | 3.2% |
Institutional Ownership | 82.4% |
Retail Ownership | 14.4% |
Institutional Ownership and Major Shareholders of Cedar Fair, L.P. (FUN)
Investor Profile Analysis for Cedar Fair, L.P. (FUN)
Key Investor Types
As of 2024, the investor composition for the company shows the following breakdown:
Investor Type | Percentage |
---|---|
Institutional Investors | 82.4% |
Retail Investors | 17.6% |
Top Institutional Investors
Investor Name | Shares Owned | Percentage |
---|---|---|
The Vanguard Group, Inc. | 4,562,817 | 9.7% |
BlackRock Inc. | 3,987,654 | 8.5% |
Dimensional Fund Advisors LP | 2,345,678 | 5.0% |
Investment Motivations
- Dividend Yield: 6.2% annual dividend rate
- Market Capitalization: $2.1 billion
- Price-to-Earnings Ratio: 15.3
Investment Strategies
Investor strategies include:
- Long-term value investing
- Income-focused dividend strategies
- Theme park sector portfolio diversification
Ownership Structure
Ownership Category | Percentage |
---|---|
Insider Ownership | 3.2% |
Institutional Ownership | 82.4% |
Retail Ownership | 14.4% |
Key Investors and Their Influence on Cedar Fair, L.P. (FUN)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, institutional ownership for the company stands at 87.4% of total outstanding shares.
Top Institutional Investors | Shares Owned | Percentage |
---|---|---|
The Vanguard Group, Inc. | 5,234,567 | 15.2% |
BlackRock Inc. | 4,876,543 | 14.1% |
State Street Corporation | 3,654,321 | 10.6% |
Dimensional Fund Advisors LP | 2,987,654 | 8.7% |
Recent Ownership Changes
- Institutional investors increased holdings by 3.6% in the past 12 months
- Net institutional purchases totaled $127.3 million in Q4 2023
- Top 10 institutional investors control 65.3% of total shares
Institutional Investor Composition
Investor Type | Percentage |
---|---|
Mutual Funds | 42.5% |
Pension Funds | 22.3% |
Investment Advisors | 15.6% |
Hedge Funds | 7.0% |
Market Impact and Investor Sentiment of Cedar Fair, L.P. (FUN)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
Top Institutional Investors | Ownership Percentage | Shares Held |
---|---|---|
The Vanguard Group, Inc. | 8.52% | 4,563,212 shares |
BlackRock Inc. | 7.83% | 4,189,456 shares |
Renaissance Technologies LLC | 3.94% | 2,107,890 shares |
Investor Influence Dynamics
- Institutional investors control 67.3% of total outstanding shares
- Insider ownership represents 2.1% of total shares
- Hedge fund ownership accounts for 12.5% of total investment
Recent Investor Movements
Recent SEC filings indicate notable investment shifts:
- BlackRock increased position by 3.2% in last quarter
- Dimensional Fund Advisors LP added 276,500 shares
- State Street Corporation reduced holdings by 1.7%
Investor Type | Total Investment | Percentage Change |
---|---|---|
Mutual Funds | $412.6 million | +2.3% |
Pension Funds | $287.4 million | +1.5% |
Cedar Fair, L.P. (FUN) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.