FUN Six Flags Entertainment Corporation/NEW

BULLISH Impact: 6/10 Institutional Cluster
Horizon weeks Processed 1d 1h ago
Institutional cluster: 20 buyers, 0 sellers (bullish)

Executive Summary

Twenty institutional investors initiated new positions in FUN during 2024-Q3, accumulating $369.9M in stock with zero selling. The cluster is dominated by active asset managers (Ing Groep, Neuberger Berman, Dimensional, Capital World, Walleye) and includes quant fund Citadel, signaling strong conviction in the post-merger thesis for Six Flags. Despite poor historical T+20 outcomes on this ticker, the breadth and one-sided nature of buying suggests a potential catalyst-driven re-rating.

Key Financial Metrics

Direction
accumulating
Buy Value
$369.9M
Sell Value
$0.00
Net Flow
$369.9M

Institutional Positions

Net institutional flow: $369.9M

▲ Buyers (20)

InstitutionActionChangePosition ValueValue Δ
Ing Groep NEW +100% $105.5M $105.5M
Neuberger Berman Group NEW +100% $44.4M $44.4M
Dimensional Fund Advisors NEW +100% $39.6M $39.6M
Capital World Investors NEW +100% $35.4M $35.4M
Walleye Capital NEW +100% $35.4M $35.4M
Citadel NEW +100% $17.7M $17.7M

Actionable Insight

The concentrated institutional accumulation suggests a consensus thesis around post-merger synergy realization or undervaluation. With zero sellers, the signal is unusually one-sided. Monitor next earnings release for guidance updates and margin improvement vs. merger cost-save targets. The 45-day 13F lag means positions may have been partially unwound, but the breadth of new buyers from diverse fund types supports a continued catalyst thesis.

Key Facts

  • 20 institutional buyers, 0 sellers in 2024-Q3
  • Total new institutional position value: $369.9M
  • Largest buyer: Ing Groep ($105.5M new position)
  • Buyers include quant (Citadel), active asset managers, and mega-passive (Schwab)
  • No institutional selling activity detected

Financial Impact

20 institutions accumulated $369.9M in new positions; net change +$369.9M (all buying, no selling). This represents a material increase in institutional ownership, likely several percent of float.

institutional ownershipfloatdemand imbalance

Risk Factors

  • 13F positions are as of 2024-Q3, now potentially stale; some buyers may have exited since quarter-end
  • Historical FUN reports show 25% win rate at T+20, indicating the stock has been difficult to time
  • Schwab's passive buying may reflect index rebalancing, not conviction; however, active managers dominate the cluster

Market Snapshot

Exchange
NYSE
Sector
Services-Amusement & Recreation Services
Analyst Consensus
67% bullish (18 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-FUN-2024-Q3
11 reports for FUN
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FUN — sortable, filterable
Type Now
Jun 12, 2026
1d ago
Institutional Cluster
BULLISH ★ 6/10
$24.02 awaiting T+5awaiting T+5
Jun 11, 2026
2d ago
Institutional Cluster
BULLISH ★ 6/10
$23.75 awaiting T+5awaiting T+5
May 27, 2026
16d ago
8-K
NEUTRAL ★ 3/10
$20.30 $21.21▲ +4.48%▲ +4.17%
May 27, 2026
16d ago
3
BULLISH ★ 7/10
$20.30 $21.21▲ +4.48%▲ +4.17%
May 27, 2026
16d ago
3
NEUTRAL ★ 2/10
$20.30 $21.21▲ +4.48%▲ +4.17%
May 20, 2026
23d ago
8-K
NEUTRAL ★ 4/10
$19.72 $21.01▲ +6.54%▲ +4.69%
May 12, 2026
4w ago
Insider Cluster
BULLISH ★ 5/10
$18.90 $19.53▲ +3.33%▲ +3.93%
May 7, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$22.01 $20.08▼ −8.77%▼ −10.23%
May 7, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$22.76 $19.32▼ −15.11%▼ −16.62%
Apr 9, 2026
9w ago
8-K
NEUTRAL ★ 4/10
$19.73 $19.48▼ −1.27%▼ −4.45%
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (42h 55m)

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