Camping World
CWH
233 hedge funds and large institutions have $1.51B invested in Camping World in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 65 reducing their positions, and 53 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 65
14% more capital invested
Capital invested by funds: $1.33B → $1.51B (+$184M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.21% less ownership
Funds ownership: 83.49% → 80.28% (-3.2%)
6% less funds holding
Funds holding: 247 → 233 (-14)
25% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 53
37% less call options, than puts
Call options by funds: $98M | Put options by funds: $157M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$24.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$10.2M |
| 4 |
BlackRock
New York
|
+$6.98M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CAAS Capital Management
New York
|
-$20.3M |
| 2 |
Goldman Sachs
New York
|
-$18.7M |
| 3 |
Millennium Management
New York
|
-$17.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.7M |
| 5 |
CPI
Crestview Partners II
New York
|
-$12.6M |
CWH Hedge Fund Activity: Q2 2021 in Review
233 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q2 2021, worth a combined $1.51B — up 14% from $1.33B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of CWH and 40 opened new positions — a net loss of 13 holders — while 65 trimmed existing stakes and 89 added.
The largest buyer was Fidelity Investments, adding an estimated $62.6M. The largest seller was CAAS Capital Management, exiting entirely with an estimated $20.3M sold.
- 233 institutional investors held Camping World (CWH) as of Q2 2021, down from 247 in Q1 2021.
- Funds reported $1.51B of Camping World stock for Q2 2021, up 14% quarter-over-quarter.
- 40 funds opened new Camping World positions in Q2 2021 and 53 closed out, a net change of -13 holders.
- The largest Camping World buyer in Q2 2021 was Fidelity Investments, an estimated $62.6M added.
- The largest Camping World seller in Q2 2021 was CAAS Capital Management, an estimated $20.3M sold.
Based on aggregated 13F filings for Q2 2021.