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.
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
Top Buyers
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
+$66.5M |
| 2 |
BlackRock
New York
|
+$38.2M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$12.4M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$12.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.8M |
Top Sellers
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$19.4M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$10.7M |
| 3 |
Citadel Advisors
Miami,
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 |
|
|---|---|---|---|---|---|
|
SIM
101
Spark Investment Management
New York
| – | -$1.05M | -32,286 | Closed |
|
|
VKH
102
Virtu KCG Holdings
New York
| – | -$259K | -7,946 | Closed |
|
|
AP
103
AHL Partners
London,
United Kingdom
| – | -$217K | -6,653 | Closed |
|
104
D.E. Shaw & Co
New York
| – | -$204K | -6,249 | Closed |
|
|
TRCT
105
Tower Research Capital (TRC)
New York
| – | -$26K | -805 | Closed |
|
|
DADC
106
D.A. Davidson & Co
Great Falls,
Montana
| – | -$13K | -421 | Closed |
|
107
Russell Investments Group
London,
United Kingdom
| – | -$10K | -322 | Closed |
|
108
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$328 | +10 | New |
|
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.