Camping World
CWH
247 hedge funds and large institutions have $1.33B invested in Camping World in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 80 increasing their positions, 67 reducing their positions, and 38 closing their positions.
79% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 38
43% more capital invested
Capital invested by funds: $931M → $1.33B (+$399M)
19% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 67
14% more funds holding
Funds holding: 217 → 247 (+30)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.06% less ownership
Funds ownership: 83.55% → 83.49% (-0.06%)
19% less call options, than puts
Call options by funds: $83.8M | Put options by funds: $103M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CAAS Capital Management
New York
|
+$19.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$17.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.5M |
| 4 |
D.E. Shaw & Co
New York
|
+$12.2M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPI
Crestview Partners II
New York
|
-$27.8M |
| 2 |
Renaissance Technologies
New York
|
-$21.2M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$14.3M |
| 4 |
Goldman Sachs
New York
|
-$11.4M |
| 5 |
GJL
Gendell Jeffrey L
|
-$9.59M |
CWH Hedge Fund Activity: Q1 2021 in Review
247 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q1 2021, worth a combined $1.33B — up 43% from $931M a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new CWH positions and 38 closed out — a net gain of 30 holders — while 80 added to existing stakes and 67 trimmed.
The largest buyer was CAAS Capital Management, opening a new position worth an estimated $19.9M. The largest seller was Crestview Partners II, cutting an estimated $27.8M.
- 247 institutional investors held Camping World (CWH) as of Q1 2021, up from 217 in Q4 2020.
- Funds reported $1.33B of Camping World stock for Q1 2021, up 43% quarter-over-quarter.
- 68 funds opened new Camping World positions in Q1 2021 and 38 closed out, a net change of +30 holders.
- The largest Camping World buyer in Q1 2021 was CAAS Capital Management, an estimated $19.9M added.
- The largest Camping World seller in Q1 2021 was Crestview Partners II, an estimated $27.8M sold.
Based on aggregated 13F filings for Q1 2021.