Camping World
CWH
119 hedge funds and large institutions have $511M invested in Camping World in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
59% more capital invested
Capital invested by funds: $322M → $511M (+$189M)
16% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $9.05M
4% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 24
1% more funds holding
Funds holding: 118 → 119 (+1)
4.04% less ownership
Funds ownership: 96.71% → 92.68% (-4%)
14% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGC
J. Goldman & Co
New York
|
+$10.5M |
| 2 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
+$7.36M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.81M |
| 4 |
D.E. Shaw & Co
New York
|
+$3.67M |
| 5 |
Morgan Stanley
New York
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$18.3M |
| 2 |
BRIM
Broad Run Investment Management
Arlington,
Virginia
|
-$15.6M |
| 3 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$8.34M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$4.82M |
| 5 |
Bank of New York Mellon
New York
|
-$2.93M |
CWH Hedge Fund Activity: Q4 2019 in Review
119 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q4 2019, worth a combined $511M — up 59% from $322M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CWH positions and 24 closed out — a net gain of 1 holder — while 36 added to existing stakes and 42 trimmed.
The largest buyer was J. Goldman & Co, opening a new position worth an estimated $10.5M. The largest seller was American Century Companies, cutting an estimated $18.3M.
- 119 institutional investors held Camping World (CWH) as of Q4 2019, up from 118 in Q3 2019.
- Funds reported $511M of Camping World stock for Q4 2019, up 59% quarter-over-quarter.
- 25 funds opened new Camping World positions in Q4 2019 and 24 closed out, a net change of +1 holder.
- The largest Camping World buyer in Q4 2019 was J. Goldman & Co, an estimated $10.5M added.
- The largest Camping World seller in Q4 2019 was American Century Companies, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2019.