Camping World
CWH
216 hedge funds and large institutions have $683M invested in Camping World in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 48 closing their positions.
44% more call options, than puts
Call options by funds: $44.4M | Put options by funds: $30.8M
13% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 72
0.02% less ownership
Funds ownership: 75.2% → 75.18% (-0.02%)
6% less funds holding
Funds holding: 230 → 216 (-14)
29% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 48
32% less capital invested
Capital invested by funds: $1B → $683M (-$318M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$43.4M |
| 2 |
IP
Interval Partners
New York
|
+$22M |
| 3 |
MC
Maplelane Capital
New York
|
+$13.6M |
| 4 |
Morgan Stanley
New York
|
+$7.82M |
| 5 |
CCIA
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
+$4.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$19.7M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.5M |
| 3 |
NCG
Newport Capital Group
Red Bank,
New Jersey
|
-$13.7M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$9.7M |
| 5 |
Two Sigma Investments
New York
|
-$8.69M |
CWH Hedge Fund Activity: Q3 2023 in Review
216 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q3 2023, worth a combined $683M — down 32% from $1B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of CWH and 34 opened new positions — a net loss of 14 holders — while 72 trimmed existing stakes and 81 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $43.4M. The largest seller was Balyasny Asset Management, cutting an estimated $19.7M.
- 216 institutional investors held Camping World (CWH) as of Q3 2023, down from 230 in Q2 2023.
- Funds reported $683M of Camping World stock for Q3 2023, down 32% quarter-over-quarter.
- 34 funds opened new Camping World positions in Q3 2023 and 48 closed out, a net change of -14 holders.
- The largest Camping World buyer in Q3 2023 was Capital Research Global Investors, an estimated $43.4M added.
- The largest Camping World seller in Q3 2023 was Balyasny Asset Management, an estimated $19.7M sold.
Based on aggregated 13F filings for Q3 2023.