Camping World
CWH
169 hedge funds and large institutions have $944M invested in Camping World in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 22 closing their positions.
388% more capital invested
Capital invested by funds: $194M → $944M (+$751M)
236% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 22
44% more funds holding
Funds holding: 117 → 169 (+52)
34% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 35
1.99% more ownership
Funds ownership: 90.61% → 92.6% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
52% less call options, than puts
Call options by funds: $50.9M | Put options by funds: $106M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$15.3M |
| 2 |
D.E. Shaw & Co
New York
|
+$10.9M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$8.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$7.14M |
| 5 |
Two Sigma Investments
New York
|
+$5.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NM
Newtyn Management
New York
|
-$23.8M |
| 2 |
Morgan Stanley
New York
|
-$8.9M |
| 3 |
Millennium Management
New York
|
-$8.3M |
| 4 |
JP Morgan Chase
New York
|
-$7.98M |
| 5 |
PMG
Private Management Group
Irvine,
California
|
-$4.95M |
CWH Hedge Fund Activity: Q2 2020 in Review
169 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q2 2020, worth a combined $944M — up 388% from $194M a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new CWH positions and 22 closed out — a net gain of 52 holders — while 47 added to existing stakes and 35 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $15.3M. The largest seller was Newtyn Management, cutting an estimated $23.8M.
- 169 institutional investors held Camping World (CWH) as of Q2 2020, up from 117 in Q1 2020.
- Funds reported $944M of Camping World stock for Q2 2020, up 388% quarter-over-quarter.
- 74 funds opened new Camping World positions in Q2 2020 and 22 closed out, a net change of +52 holders.
- The largest Camping World buyer in Q2 2020 was Renaissance Technologies, an estimated $15.3M added.
- The largest Camping World seller in Q2 2020 was Newtyn Management, an estimated $23.8M sold.
Based on aggregated 13F filings for Q2 2020.