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Camping World
CWH

119 hedge funds and large institutions have $511M invested in Camping World in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

59% more capital invested

Capital invested by funds: $322M → $511M (+$189M)

16% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $9.05M

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more funds holding

Funds holding: 118 → 119 (+1)

4.04% less ownership

Funds ownership: 96.71% → 92.68% (-4%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
36
Reduced
42
Closed
24
Calls
$10.5M
Puts
$9.05M
Net Calls
+$1.48M
Net Calls Change
+$4.03M

Top Buyers

1
JGC
J. Goldman & Co
New York
+$10.5M
2
ACM
Abrams Capital Management
Massachusetts
+$7.36M
3
WA
Wasatch Advisors
Utah
+$3.81M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.67M
5
Morgan Stanley
Morgan Stanley
New York
+$3.25M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$18.3M
2
BRIM
Broad Run Investment Management
Virginia
-$15.6M
3
CCM
Coliseum Capital Management
Connecticut
-$8.34M
4
RRAM
River Road Asset Management
Kentucky
-$4.82M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
26
South Dakota Investment Council
South Dakota
$4.3M -$613K -54,170 -16%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$3.91M -$754K -66,620 -20%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.38M +$1.94M +171,662 +298%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.3M -$1.58M -139,885 -38%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.24M -$2.93M -259,112 -54%
Charles Schwab
31
Charles Schwab
California
$2.96M +$47K +4,155 +2%
OAM
32
Oxford Asset Management
United Kingdom
$2.92M +$2.24M +198,004 New
Two Sigma Investments
33
Two Sigma Investments
New York
$2.88M +$2.21M +195,647 New
PCM
34
Prentice Capital Management
Connecticut
$2.77M +$2.13M +187,943 New
PAG
35
Private Advisor Group
New Jersey
$1.89M -$73K -6,451 -5%
Invesco
36
Invesco
Georgia
$1.44M +$170K +14,976 +18%
PP
37
PDT Partners
New York
$1.43M +$1.1M +97,300 New
Renaissance Technologies
38
Renaissance Technologies
New York
$1.41M +$1.08M +95,800 New
Wells Fargo
39
Wells Fargo
California
$1.34M +$24.3K +2,145 +2%
SG Americas Securities
40
SG Americas Securities
New York
$1.32M +$97.1K +8,576 +11%
GJL
41
Gendell Jeffrey L
$1.28M +$980K +86,560 New
Goldman Sachs
42
Goldman Sachs
New York
$1.26M +$176K +15,524 +22%
GWM
43
Greenwich Wealth Management
Connecticut
$1.25M -$260K -23,000 -21%
Bank of America
44
Bank of America
North Carolina
$1.16M -$109K -9,593 -11%
SEI Investments
45
SEI Investments
Pennsylvania
$1.06M -$672K -59,405 -45%
QOP
46
Quinn Opportunity Partners
Virginia
$1.05M +$118K +10,433 +17%
CS
47
Credit Suisse
Switzerland
$981K +$276K +24,346 +58%
Swiss National Bank
48
Swiss National Bank
Switzerland
$949K +$19.2K +1,700 +3%
Barclays
49
Barclays
United Kingdom
$947K -$33.9K -2,993 -4%
Citigroup
50
Citigroup
New York
$940K +$452K +39,954 +168%
1
2
3 4 5

CWH Hedge Fund Activity: Q4 2019 in Review

119 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q4 2019, worth a combined $511M — up 59% from $322M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CWH positions and 24 closed out — a net gain of 1 holder — while 36 added to existing stakes and 42 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $10.5M. The largest seller was American Century Companies, cutting an estimated $18.3M.

  • 119 institutional investors held Camping World (CWH) as of Q4 2019, up from 118 in Q3 2019.
  • Funds reported $511M of Camping World stock for Q4 2019, up 59% quarter-over-quarter.
  • 25 funds opened new Camping World positions in Q4 2019 and 24 closed out, a net change of +1 holder.
  • The largest Camping World buyer in Q4 2019 was J. Goldman & Co, an estimated $10.5M added.
  • The largest Camping World seller in Q4 2019 was American Century Companies, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2019.