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Camping World
CWH

228 hedge funds and large institutions have $1.09B invested in Camping World in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

3.73% more ownership

Funds ownership: 83.51% → 87.24% (+3.7%)

13% less funds holding

Funds holding: 261 → 228 (-33)

28% less capital invested

Capital invested by funds: $1.51B → $1.09B (-$426M)

36% less call options, than puts

Call options by funds: $72.2M | Put options by funds: $112M

45% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 67

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
228
Holders Change
-33
Holders Change %
-12.64%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
37
Increased
90
Reduced
70
Closed
67
Calls
$72.2M
Puts
$112M
Net Calls
-$40.2M
Net Calls Change
-$23M

Top Buyers

1
HVCM
HG Vora Capital Management
New York
+$137M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$15.7M
3
SAM
Stansberry Asset Management
Texas
+$12.3M
4
Canada Life
Canada Life
Manitoba, Canada
+$12M
5
Victory Capital Management
Victory Capital Management
Texas
+$11.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$25.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
3
Morgan Stanley
Morgan Stanley
New York
-$13.7M
4
FP
Foundry Partners
Minnesota
-$13.7M
5
KWM
Kanen Wealth Management
Florida
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
201
Concord Wealth Partners
Virginia
$4K – – –
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.23K -68 -43%
PCG
203
Private Capital Group
Connecticut
$3K -$1.64K -50 -32%
BBPWM
204
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
PFBT
206
Parkside Financial Bank & Trust
Missouri
$3K – – –
BWA
207
BDO Wealth Advisors
Florida
$3K +$3.27K +100 New
PA
208
Parallel Advisors
California
$2K -$360 -11 -15%
TCM
209
Tradewinds Capital Management
Washington
$2K +$33 +1 +1%
S
210
SignatureFD
Georgia
$2K +$1.38K +42 +95%
SIC
211
Salem Investment Counselors
North Carolina
$1K -$5.07K -155 -89%
CA
212
Clearstead Advisors
Ohio
$1K +$33 +1 +2%
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$655 +20 New
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$1K +$753 +23 New
Macquarie Group
215
Macquarie Group
Australia
$11 – – –
FP
216
Foundry Partners
Minnesota
– -$13.7M -338,578 Closed
HCM
217
Harspring Capital Management
New York
– -$10.9M -270,250 Closed
Two Sigma Investments
218
Two Sigma Investments
New York
– -$9.29M -229,944 Closed
SCM
219
SG Capital Management
Illinois
– -$5.71M -141,253 Closed
ZIM
220
Zacks Investment Management
Illinois
– -$5.62M -139,137 Closed
Two Sigma Advisers
221
Two Sigma Advisers
New York
– -$4.84M -119,800 Closed
Axa
222
Axa
France
– -$3.64M -90,100 Closed
CCM
223
Coldstream Capital Management
Washington
– -$2.56M -63,252 Closed
Group One Trading
224
Group One Trading
Illinois
– -$1.87M -57,197 Closed
JF
225
Jump Financial
Illinois
– -$1.88M -46,486 Closed
7 8
9
10 11

CWH Hedge Fund Activity: Q1 2022 in Review

228 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q1 2022, worth a combined $1.09B — down 28% from $1.51B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of CWH and 37 opened new positions — a net loss of 30 holders — while 70 trimmed existing stakes and 90 added.

The largest buyer was HG Vora Capital Management, opening a new position worth an estimated $137M. The largest seller was Millennium Management, cutting an estimated $25.4M.

  • 228 institutional investors held Camping World (CWH) as of Q1 2022, down from 261 in Q4 2021.
  • Funds reported $1.09B of Camping World stock for Q1 2022, down 28% quarter-over-quarter.
  • 37 funds opened new Camping World positions in Q1 2022 and 67 closed out, a net change of -30 holders.
  • The largest Camping World buyer in Q1 2022 was HG Vora Capital Management, an estimated $137M added.
  • The largest Camping World seller in Q1 2022 was Millennium Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2022.