Camping World
CWH
236 hedge funds and large institutions have $686M invested in Camping World in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 44 closing their positions.
28% more call options, than puts
Call options by funds: $41.3M | Put options by funds: $32.3M
13% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 70
9% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 44
0% more funds holding
Funds holding: 235 → 236 (+1)
0.1% more ownership
Funds ownership: 74.22% → 74.32% (+0.1%)
13% less capital invested
Capital invested by funds: $787M → $686M (-$100M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$32.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$9.62M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.99M |
| 5 |
JP Morgan Chase
New York
|
+$5.74M |
Top Sellers
| 1 |
SAM
Scopus Asset Management
New York
|
-$21.1M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$16.5M |
| 3 |
Millennium Management
New York
|
-$12.4M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$5.86M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$4.55M |
CWH Hedge Fund Activity: Q4 2022 in Review
236 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q4 2022, worth a combined $686M — down 13% from $787M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new CWH positions and 44 closed out — a net gain of 4 holders — while 79 added to existing stakes and 70 trimmed.
The largest buyer was Bank of America, adding an estimated $32.7M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $21.1M sold.
- 236 institutional investors held Camping World (CWH) as of Q4 2022, up from 235 in Q3 2022.
- Funds reported $686M of Camping World stock for Q4 2022, down 13% quarter-over-quarter.
- 48 funds opened new Camping World positions in Q4 2022 and 44 closed out, a net change of +4 holders.
- The largest Camping World buyer in Q4 2022 was Bank of America, an estimated $32.7M added.
- The largest Camping World seller in Q4 2022 was Scopus Asset Management, an estimated $21.1M sold.
Based on aggregated 13F filings for Q4 2022.