Camping World
CWH
167 hedge funds and large institutions have $1.68B invested in Camping World in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 17 closing their positions.
390% more call options, than puts
Call options by funds: $7.72M | Put options by funds: $1.58M
253% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 17
94% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 33
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
36% more capital invested
Capital invested by funds: $1.23B → $1.68B (+$445M)
35% more funds holding
Funds holding: 124 → 167 (+43)
0.2% less ownership
Funds ownership: 102.83% → 102.63% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$54.5M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$40.4M |
| 3 |
LHC
Lodge Hill Capital
New York
|
+$37.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$25.2M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPI
Crestview Partners II
New York
|
-$63.8M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$17.8M |
| 3 |
Lazard Asset Management
New York
|
-$7.71M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$6.9M |
| 5 |
BWCA
Brenner West Capital Advisors
New York
|
-$6.42M |
CWH Hedge Fund Activity: Q4 2017 in Review
167 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q4 2017, worth a combined $1.68B — up 36% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new CWH positions and 17 closed out — a net gain of 43 holders — while 64 added to existing stakes and 33 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $54.5M. The largest seller was Crestview Partners II, cutting an estimated $63.8M.
- 167 institutional investors held Camping World (CWH) as of Q4 2017, up from 124 in Q3 2017.
- Funds reported $1.68B of Camping World stock for Q4 2017, up 36% quarter-over-quarter.
- 60 funds opened new Camping World positions in Q4 2017 and 17 closed out, a net change of +43 holders.
- The largest Camping World buyer in Q4 2017 was Citadel Advisors, an estimated $54.5M added.
- The largest Camping World seller in Q4 2017 was Crestview Partners II, an estimated $63.8M sold.
Based on aggregated 13F filings for Q4 2017.