Camping World
CWH
221 hedge funds and large institutions have $1.01B invested in Camping World in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 35 closing their positions.
64% more call options, than puts
Call options by funds: $103M | Put options by funds: $62.7M
47% more capital invested
Capital invested by funds: $683M → $1.01B (+$323M)
23% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 35
10.44% more ownership
Funds ownership: 75.18% → 85.62% (+10%)
2% more funds holding
Funds holding: 216 → 221 (+5)
16% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 82
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
EC
Eminence Capital
New York
|
+$29.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$22.8M |
| 3 |
Morgan Stanley
New York
|
+$10.9M |
| 4 |
D.E. Shaw & Co
New York
|
+$10.5M |
| 5 |
BlackRock
New York
|
+$7.39M |
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$4.99M |
| 2 |
MC
Maplelane Capital
New York
|
-$4.92M |
| 3 |
CCIA
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
-$3.78M |
| 4 |
Millennium Management
New York
|
-$3.46M |
| 5 |
Renaissance Technologies
New York
|
-$2.3M |
CWH Hedge Fund Activity: Q4 2023 in Review
221 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q4 2023, worth a combined $1.01B — up 47% from $683M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new CWH positions and 35 closed out — a net gain of 8 holders — while 69 added to existing stakes and 82 trimmed.
The largest buyer was Eminence Capital, opening a new position worth an estimated $29.9M. The largest seller was Bank of New York Mellon, cutting an estimated $4.99M.
- 221 institutional investors held Camping World (CWH) as of Q4 2023, up from 216 in Q3 2023.
- Funds reported $1.01B of Camping World stock for Q4 2023, up 47% quarter-over-quarter.
- 43 funds opened new Camping World positions in Q4 2023 and 35 closed out, a net change of +8 holders.
- The largest Camping World buyer in Q4 2023 was Eminence Capital, an estimated $29.9M added.
- The largest Camping World seller in Q4 2023 was Bank of New York Mellon, an estimated $4.99M sold.
Based on aggregated 13F filings for Q4 2023.