Camping World
CWH
228 hedge funds and large institutions have $1.09B invested in Camping World in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 67 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 70
3.73% more ownership
Funds ownership: 83.51% → 87.24% (+3.7%)
13% less funds holding
Funds holding: 261 → 228 (-33)
28% less capital invested
Capital invested by funds: $1.51B → $1.09B (-$426M)
36% less call options, than puts
Call options by funds: $72.2M | Put options by funds: $112M
45% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 67
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
Top Sellers
| 1 |
Millennium Management
New York
|
-$25.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.6M |
| 3 |
Morgan Stanley
New York
|
-$13.7M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$13.7M |
| 5 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
-$10.9M |
CWH Hedge Fund Activity: Q1 2022 in Review
228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q1 2022, worth a combined $1.09B — down 28% from $1.51B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of CWH and 37 opened new positions — a net loss of 30 holders — while 70 trimmed existing stakes and 90 added.
The largest buyer was HG Vora Capital Management, opening a new position worth an estimated $137M. The largest seller was Millennium Management, cutting an estimated $25.4M.
- 228 institutional investors held Camping World (CWH) as of Q1 2022, down from 261 in Q4 2021.
- Funds reported $1.09B of Camping World stock for Q1 2022, down 28% quarter-over-quarter.
- 37 funds opened new Camping World positions in Q1 2022 and 67 closed out, a net change of -30 holders.
- The largest Camping World buyer in Q1 2022 was HG Vora Capital Management, an estimated $137M added.
- The largest Camping World seller in Q1 2022 was Millennium Management, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2022.