Camping World
CWH
262 hedge funds and large institutions have $1.52B invested in Camping World in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 39 closing their positions.
67% more capital inflows, than outflows
Capital inflows: $236M | Capital outflows: $142M
49% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 39
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
22% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 73
7% more funds holding
Funds holding: 246 → 262 (+16)
6.26% more ownership
Funds ownership: 77.44% → 83.7% (+6.3%)
17% less call options, than puts
Call options by funds: $108M | Put options by funds: $129M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$28.3M |
| 3 |
Millennium Management
New York
|
+$15.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.2M |
| 5 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wasatch Advisors
Salt Lake City,
Utah
|
-$21.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.1M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$13.9M |
| 4 |
BlackRock
New York
|
-$9.26M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$8.17M |
CWH Hedge Fund Activity: Q4 2021 in Review
262 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q4 2021, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new CWH positions and 39 closed out — a net gain of 19 holders — while 89 added to existing stakes and 73 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $41.6M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $21.2M sold.
- 262 institutional investors held Camping World (CWH) as of Q4 2021, up from 246 in Q3 2021.
- Funds reported $1.52B of Camping World stock for Q4 2021, up 11% quarter-over-quarter.
- 58 funds opened new Camping World positions in Q4 2021 and 39 closed out, a net change of +19 holders.
- The largest Camping World buyer in Q4 2021 was Fidelity Investments, an estimated $41.6M added.
- The largest Camping World seller in Q4 2021 was Wasatch Advisors, an estimated $21.2M sold.
Based on aggregated 13F filings for Q4 2021.