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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
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$39K -$2.04K -158 -5%
CBOA
102
Commonwealth Bank of Australia
Australia
$37K – – –
AIP
103
Ameritas Investment Partners
Nebraska
$32K – – –
AG
104
Advisor Group
Arizona
$28K -$3.41K -264 -11%
CFGS
105
Concourse Financial Group Securities
Alabama
$26K -$1.29K -100 -5%
CIA
106
CSat Investment Advisory
Michigan
$26K +$27K +2,088 New
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$25K – – –
IRC
108
Investors Research Corp
Georgia
$14K – – –
CG
109
Cutler Group
California
$11K -$266K -20,560 -96%
SSB
110
Sandy Spring Bank
Maryland
$11K – – –
SPIA
111
Steward Partners Investment Advisory
New York
$11K +$11.6K +900 New
TRCT
112
Tower Research Capital (TRC)
New York
$9K -$80.1K -6,198 -90%
US Bancorp
113
US Bancorp
Minnesota
$8K -$5.72K -443 -39%
LB
114
Legacy Bridge
Iowa
$7K – – –
CFD
115
Creative Financial Designs
Indiana
$5K – – –
RE
116
RBC Europe
United Kingdom
$4.47K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
EWM
118
Edge Wealth Management
New York
$3K – – –
1IA
119
1834 Investment Advisors
Wisconsin
$2K – – –
BFEC
120
Benjamin F. Edwards & Company
Missouri
$1K – – –
SF
121
Synovus Financial
Georgia
$1K – – –
PCP
122
Proficio Capital Partners
Massachusetts
$1K +$1.1K +85 New
TM
123
Tiger Management
New York
– -$7.9M -567,737 Closed
BAMCO Inc
124
BAMCO Inc
New York
– -$5.01M -360,400 Closed
BCP
125
Berylson Capital Partners
Massachusetts
– -$3.73M -267,800 Closed
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.