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Camping World
CWH

97 hedge funds and large institutions have $647M invested in Camping World in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

21% more funds holding

Funds holding: 80 → 97 (+17)

13.65% more ownership

Funds ownership: 92.43% → 106.07% (+14%)

13% more capital invested

Capital invested by funds: $571M → $647M (+$76.4M)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $209K

Holders
97
Holders Change
+17
Holders Change %
+21.25%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
31
Reduced
29
Closed
11
Calls
$1K
Puts
$209K
Net Calls
-$208K
Net Calls Change
-$223K

Top Buyers

1
Credit Agricole
Credit Agricole
France
+$66.5M
2
BlackRock
BlackRock
New York
+$38.2M
3
EAM
Eagle Asset Management
Florida
+$12.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$12.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.8M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$19.4M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$10.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.24M
4
RA
Royce & Associates
New York
-$6.32M
5
LCM
Laurion Capital Management
New York
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$3.55M +$347K +10,595 +11%
LOAMS
27
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.22M +$3.28M +100,000 New
First Trust Advisors
28
First Trust Advisors
Illinois
$3.19M +$3.25M +99,030 New
TA
29
Teachers Advisors
New York
$3.12M +$2.29M +69,712 +257%
Morgan Stanley
30
Morgan Stanley
New York
$2.82M -$248K -7,549 -8%
HCM
31
Highbridge Capital Management
New York
$2.66M +$2.71M +82,500 New
Ameriprise
32
Ameriprise
Minnesota
$2.65M -$2.79M -85,040 -51%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$2.62M +$538K +16,400 +25%
MC
34
Menta Capital
California
$2.51M +$2.56M +77,922 New
DCM
35
Driehaus Capital Management
Illinois
$2.08M -$1.23M -37,581 -37%
OAM
36
Oxford Asset Management
United Kingdom
$2.04M +$2.08M +63,338 New
SIA
37
Sit Investment Associates
Minnesota
$1.71M +$1.25M +38,000 +252%
MIAN
38
Mariner Independent Advisor Network
Kansas
$1.69M +$1.72M +52,320 New
GCP
39
GSA Capital Partners
United Kingdom
$1.54M +$1.2M +36,616 +330%
Charles Schwab
40
Charles Schwab
California
$1.41M +$300K +9,162 +27%
Goldman Sachs
41
Goldman Sachs
New York
$1.35M +$703K +21,421 +104%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.35M +$166K +5,049 +14%
GAM
43
Gotham Asset Management
New York
$1.33M -$637K -19,420 -32%
Stifel Financial
44
Stifel Financial
Missouri
$1.12M -$1.03M -31,516 -48%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.11M -$2.78M -84,693 -71%
SEI Investments
46
SEI Investments
Pennsylvania
$993K +$177K +5,392 +21%
SI
47
Scout Investments
Missouri
$986K -$12.7K -387 -1%
PAM
48
Panagora Asset Management
Massachusetts
$980K +$896K +27,328 +888%
Norges Bank
49
Norges Bank
Norway
$945K +$961K +29,299 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$883K -$633K -19,300 -41%
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CWH Hedge Fund Activity: Q1 2017 in Review

97 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q1 2017, worth a combined $647M — up 13% from $571M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CWH positions and 11 closed out — a net gain of 23 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $66.5M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $19.4M.

  • 97 institutional investors held Camping World (CWH) as of Q1 2017, up from 80 in Q4 2016.
  • Funds reported $647M of Camping World stock for Q1 2017, up 13% quarter-over-quarter.
  • 34 funds opened new Camping World positions in Q1 2017 and 11 closed out, a net change of +23 holders.
  • The largest Camping World buyer in Q1 2017 was Credit Agricole, an estimated $66.5M added.
  • The largest Camping World seller in Q1 2017 was Columbia Wanger Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2017.