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Camping World
CWH

126 hedge funds and large institutions have $446M invested in Camping World in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

0.23% more ownership

Funds ownership: 96.36% → 96.59% (+0.23%)

5% less funds holding

Funds holding: 132 → 126 (-6)

11% less capital invested

Capital invested by funds: $499M → $446M (-$53.1M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

44% less call options, than puts

Call options by funds: $6.68M | Put options by funds: $11.9M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
43
Reduced
33
Closed
25
Calls
$6.68M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$1.59M

Top Buyers

1
ACM
Abrams Capital Management
Massachusetts
+$15M
2
NM
Newtyn Management
New York
+$9.37M
3
WA
Wasatch Advisors
Utah
+$5.14M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.31M
5
Millennium Management
Millennium Management
New York
+$3.81M

Top Sellers

1
Invesco
Invesco
Georgia
-$8.13M
2
TM
Tiger Management
New York
-$7.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.73M
4
BAMCO Inc
BAMCO Inc
New York
-$5.01M
5
RA
Royce & Associates
New York
-$4.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
76
Osbon Capital Management
Massachusetts
$194K +$202K +15,628 New
SIA
77
Sit Investment Associates
Minnesota
$193K -$1.18M -91,550 -86%
MIM
78
MetLife Investment Management
New Jersey
$181K – – –
OAM
79
Oppenheimer Asset Management
New York
$180K +$12K +929 +7%
CBA
80
Coastal Bridge Advisors
Connecticut
$171K – – –
IWM
81
IHT Wealth Management
Illinois
$164K – – –
VOYA Investment Management
82
VOYA Investment Management
Georgia
$163K – – –
SCM
83
Symons Capital Management
Pennsylvania
$149K -$633 -49 -0.4%
AI
84
Atria Investments
North Carolina
$149K +$68.3K +5,285 +41%
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$148K +$154K +11,900 New
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$135K +$141K +10,902 New
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$128K – – –
CM
88
Caption Management
Oklahoma
$125K +$129K +10,000 New
CP
89
Camelot Portfolios
Ohio
$124K +$129K +10,000 New
TC
90
Truvestments Capital
Florida
$98K -$11.5K -887 -10%
Legal & General Group
91
Legal & General Group
United Kingdom
$78K – – –
PGAM
92
Princeton Global Asset Management
New Jersey
$75K – – –
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$67K -$34.3K -2,656 -33%
Walleye Capital
94
Walleye Capital
New York
$65K +$67.2K +5,200 New
Simplex Trading
95
Simplex Trading
Illinois
$64K -$24.6K -1,907 -27%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$64K +$64.6K +5,000 +3,125%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$63K +$14.7K +1,134 +29%
AG
98
Aperio Group
California
$54K +$56.2K +4,352 New
Canada Life
99
Canada Life
Manitoba, Canada
$50K +$930 +72 +2%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$45.7K -$39.9K -3,091 -46%
2 3
4
5 6

CWH Hedge Fund Activity: Q2 2019 in Review

126 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q2 2019, worth a combined $446M — down 11% from $499M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CWH and 21 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 43 added.

The largest buyer was Abrams Capital Management, adding an estimated $15M. The largest seller was Invesco, cutting an estimated $8.13M.

  • 126 institutional investors held Camping World (CWH) as of Q2 2019, down from 132 in Q1 2019.
  • Funds reported $446M of Camping World stock for Q2 2019, down 11% quarter-over-quarter.
  • 21 funds opened new Camping World positions in Q2 2019 and 25 closed out, a net change of -4 holders.
  • The largest Camping World buyer in Q2 2019 was Abrams Capital Management, an estimated $15M added.
  • The largest Camping World seller in Q2 2019 was Invesco, an estimated $8.13M sold.

Based on aggregated 13F filings for Q2 2019.