Camping World
CWH
230 hedge funds and large institutions have $1B invested in Camping World in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 25 closing their positions.
120% more call options, than puts
Call options by funds: $60.1M | Put options by funds: $27.4M
76% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 25
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
51% more capital invested
Capital invested by funds: $662M → $1B (+$339M)
22% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 69
8% more funds holding
Funds holding: 213 → 230 (+17)
3.96% more ownership
Funds ownership: 71.24% → 75.2% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$23.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.16M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$8.2M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$8.17M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$6.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$21.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.02M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$4.67M |
| 4 |
JP Morgan Chase
New York
|
-$4.2M |
| 5 |
GJL
Gendell Jeffrey L
|
-$3.56M |
CWH Hedge Fund Activity: Q2 2023 in Review
230 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q2 2023, worth a combined $1B — up 51% from $662M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new CWH positions and 25 closed out — a net gain of 19 holders — while 84 added to existing stakes and 69 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $23.4M. The largest seller was Millennium Management, cutting an estimated $21.3M.
- 230 institutional investors held Camping World (CWH) as of Q2 2023, up from 213 in Q1 2023.
- Funds reported $1B of Camping World stock for Q2 2023, up 51% quarter-over-quarter.
- 44 funds opened new Camping World positions in Q2 2023 and 25 closed out, a net change of +19 holders.
- The largest Camping World buyer in Q2 2023 was Balyasny Asset Management, an estimated $23.4M added.
- The largest Camping World seller in Q2 2023 was Millennium Management, an estimated $21.3M sold.
Based on aggregated 13F filings for Q2 2023.