Camping World
CWH
118 hedge funds and large institutions have $322M invested in Camping World in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 24 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 34
0.22% more ownership
Funds ownership: 96.5% → 96.71% (+0.22%)
6% less funds holding
Funds holding: 126 → 118 (-8)
28% less capital invested
Capital invested by funds: $446M → $322M (-$125M)
29% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 24
37% less call options, than puts
Call options by funds: $4.31M | Put options by funds: $6.87M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$9.95M |
| 2 |
NM
Newtyn Management
New York
|
+$7.49M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.67M |
| 4 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
+$3.38M |
| 5 |
SDIC
South Dakota Investment Council
Sioux Falls,
South Dakota
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JLBC
J.L. Bainbridge & Co
Sarasota,
Florida
|
-$12.8M |
| 2 |
BRIM
Broad Run Investment Management
Arlington,
Virginia
|
-$6.98M |
| 3 |
NRC
North Run Capital
Boston,
Massachusetts
|
-$3.44M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
-$2.63M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.92M |
CWH Hedge Fund Activity: Q3 2019 in Review
118 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q3 2019, worth a combined $322M — down 28% from $446M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of CWH and 17 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 41 added.
The largest buyer was Millennium Management, adding an estimated $9.95M. The largest seller was J.L. Bainbridge & Co, exiting entirely with an estimated $12.8M sold.
- 118 institutional investors held Camping World (CWH) as of Q3 2019, down from 126 in Q2 2019.
- Funds reported $322M of Camping World stock for Q3 2019, down 28% quarter-over-quarter.
- 17 funds opened new Camping World positions in Q3 2019 and 24 closed out, a net change of -7 holders.
- The largest Camping World buyer in Q3 2019 was Millennium Management, an estimated $9.95M added.
- The largest Camping World seller in Q3 2019 was J.L. Bainbridge & Co, an estimated $12.8M sold.
Based on aggregated 13F filings for Q3 2019.