Camping World
CWH
132 hedge funds and large institutions have $500M invested in Camping World in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 33 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
18% more capital invested
Capital invested by funds: $422M → $500M (+$77.5M)
5% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 42
2.39% less ownership
Funds ownership: 98.83% → 96.44% (-2.4%)
4% less funds holding
Funds holding: 138 → 132 (-6)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
26% less call options, than puts
Call options by funds: $10.5M | Put options by funds: $14.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$13.1M |
| 2 |
TM
Tiger Management
New York
|
+$7.94M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.88M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.64M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$16.6M |
| 2 |
BAMCO Inc
New York
|
-$14.5M |
| 3 |
ECP
Elk Creek Partners
Denver,
Colorado
|
-$6.63M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.05M |
| 5 |
RA
Royce & Associates
New York
|
-$4.57M |
CWH Hedge Fund Activity: Q1 2019 in Review
132 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q1 2019, worth a combined $500M — up 18% from $422M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of CWH and 28 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 40 added.
The largest buyer was Coliseum Capital Management, opening a new position worth an estimated $13.1M. The largest seller was Glenmede Trust, cutting an estimated $16.6M.
- 132 institutional investors held Camping World (CWH) as of Q1 2019, down from 138 in Q4 2018.
- Funds reported $500M of Camping World stock for Q1 2019, up 18% quarter-over-quarter.
- 28 funds opened new Camping World positions in Q1 2019 and 33 closed out, a net change of -5 holders.
- The largest Camping World buyer in Q1 2019 was Coliseum Capital Management, an estimated $13.1M added.
- The largest Camping World seller in Q1 2019 was Glenmede Trust, an estimated $16.6M sold.
Based on aggregated 13F filings for Q1 2019.