Camping World
CWH
235 hedge funds and large institutions have $787M invested in Camping World in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 88 reducing their positions, and 41 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
14% more capital invested
Capital invested by funds: $692M → $787M (+$94.8M)
10% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 41
2% less funds holding
Funds holding: 240 → 235 (-5)
2.36% less ownership
Funds ownership: 76.57% → 74.22% (-2.4%)
20% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 88
22% less call options, than puts
Call options by funds: $36.4M | Put options by funds: $46.5M
Top Buyers
| 1 |
SAM
Scopus Asset Management
New York
|
+$23.2M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
+$17M |
| 3 |
Millennium Management
New York
|
+$11.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$7.01M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$4.93M |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.1M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$8.42M |
| 3 |
SFM
Soros Fund Management
New York
|
-$7.18M |
| 4 |
GJL
Gendell Jeffrey L
|
-$6.81M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$6.74M |
CWH Hedge Fund Activity: Q3 2022 in Review
235 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q3 2022, worth a combined $787M — up 14% from $692M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of CWH and 37 opened new positions — a net loss of 4 holders — while 88 trimmed existing stakes and 70 added.
The largest buyer was Scopus Asset Management, opening a new position worth an estimated $23.2M. The largest seller was Susquehanna International Group, cutting an estimated $12.1M.
- 235 institutional investors held Camping World (CWH) as of Q3 2022, down from 240 in Q2 2022.
- Funds reported $787M of Camping World stock for Q3 2022, up 14% quarter-over-quarter.
- 37 funds opened new Camping World positions in Q3 2022 and 41 closed out, a net change of -4 holders.
- The largest Camping World buyer in Q3 2022 was Scopus Asset Management, an estimated $23.2M added.
- The largest Camping World seller in Q3 2022 was Susquehanna International Group, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2022.