Camping World
CWH
239 hedge funds and large institutions have $691M invested in Camping World in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 35 closing their positions.
40% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 35
5% more funds holding
Funds holding: 228 → 239 (+11)
3% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 76
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less call options, than puts
Call options by funds: $50.7M | Put options by funds: $53.5M
10.72% less ownership
Funds ownership: 87.24% → 76.52% (-11%)
36% less capital invested
Capital invested by funds: $1.09B → $691M (-$395M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARS
Adirondack Retirement Specialists
Queensbury,
New York
|
+$10.5M |
| 2 |
SFM
Soros Fund Management
New York
|
+$8.78M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$7.5M |
| 4 |
Morgan Stanley
New York
|
+$4.71M |
| 5 |
Holocene Advisors
New York
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
-$117M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$20.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$16M |
| 5 |
D.E. Shaw & Co
New York
|
-$13.7M |
CWH Hedge Fund Activity: Q2 2022 in Review
239 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q2 2022, worth a combined $691M — down 36% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new CWH positions and 35 closed out — a net gain of 14 holders — while 78 added to existing stakes and 76 trimmed.
The largest buyer was Adirondack Retirement Specialists, adding an estimated $10.5M. The largest seller was HG Vora Capital Management, exiting entirely with an estimated $117M sold.
- 239 institutional investors held Camping World (CWH) as of Q2 2022, up from 228 in Q1 2022.
- Funds reported $691M of Camping World stock for Q2 2022, down 36% quarter-over-quarter.
- 49 funds opened new Camping World positions in Q2 2022 and 35 closed out, a net change of +14 holders.
- The largest Camping World buyer in Q2 2022 was Adirondack Retirement Specialists, an estimated $10.5M added.
- The largest Camping World seller in Q2 2022 was HG Vora Capital Management, an estimated $117M sold.
Based on aggregated 13F filings for Q2 2022.