Camping World
CWH
109 hedge funds and large institutions have $868M invested in Camping World in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 15 reducing their positions, and 22 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 15
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
34% more capital invested
Capital invested by funds: $647M → $868M (+$221M)
14.36% more ownership
Funds ownership: 106.07% → 120.44% (+14%)
11% more funds holding
Funds holding: 98 → 109 (+11)
32% less call options, than puts
Call options by funds: $987K | Put options by funds: $1.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWCA
Brenner West Capital Advisors
New York
|
+$57.3M |
| 2 |
BAMCO Inc
New York
|
+$30.5M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$27.8M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$25.9M |
| 5 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$64.3M |
| 2 |
CPI
Crestview Partners II
New York
|
-$40M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.5M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$8.84M |
| 5 |
BlackRock
New York
|
-$6.82M |
CWH Hedge Fund Activity: Q2 2017 in Review
109 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q2 2017, worth a combined $868M — up 34% from $647M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CWH positions and 22 closed out — a net gain of 11 holders — while 55 added to existing stakes and 15 trimmed.
The largest buyer was Brenner West Capital Advisors, opening a new position worth an estimated $57.3M. The largest seller was Credit Agricole, exiting entirely with an estimated $64.3M sold.
- 109 institutional investors held Camping World (CWH) as of Q2 2017, up from 98 in Q1 2017.
- Funds reported $868M of Camping World stock for Q2 2017, up 34% quarter-over-quarter.
- 33 funds opened new Camping World positions in Q2 2017 and 22 closed out, a net change of +11 holders.
- The largest Camping World buyer in Q2 2017 was Brenner West Capital Advisors, an estimated $57.3M added.
- The largest Camping World seller in Q2 2017 was Credit Agricole, an estimated $64.3M sold.
Based on aggregated 13F filings for Q2 2017.