Exploring Cedar Fair, L.P. (FUN) Investor Profile: Who’s Buying and Why?

Exploring Cedar Fair, L.P. (FUN) Investor Profile: Who’s Buying and Why?

US | Consumer Cyclical | Leisure | NYSE

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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%

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