Camping World
CWH
219 hedge funds and large institutions have $1.17B invested in Camping World in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 34 closing their positions.
106% more capital inflows, than outflows
Capital inflows: $226M | Capital outflows: $110M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
75% more call options, than puts
Call options by funds: $47.7M | Put options by funds: $27.3M
9.18% more ownership
Funds ownership: 83.85% → 93.03% (+9.2%)
9% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 34
1% less funds holding
Funds holding: 221 → 219 (-2)
21% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$31.6M |
| 2 |
IP
Interval Partners
New York
|
+$25.8M |
| 3 |
EC
Eminence Capital
New York
|
+$25.5M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$19.8M |
| 5 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.03M |
| 2 |
Two Sigma Investments
New York
|
-$7.33M |
| 3 |
Jane Street
New York
|
-$5.93M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.79M |
| 5 |
Schonfeld Strategic Advisors
New York
|
-$5.69M |
CWH Hedge Fund Activity: Q1 2024 in Review
219 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q1 2024, worth a combined $1.17B — up 18% from $986M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new CWH positions and 34 closed out — a net gain of 3 holders — while 63 added to existing stakes and 80 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $31.6M. The largest seller was Goldman Sachs, cutting an estimated $8.03M.
- 219 institutional investors held Camping World (CWH) as of Q1 2024, down from 221 in Q4 2023.
- Funds reported $1.17B of Camping World stock for Q1 2024, up 18% quarter-over-quarter.
- 37 funds opened new Camping World positions in Q1 2024 and 34 closed out, a net change of +3 holders.
- The largest Camping World buyer in Q1 2024 was Millennium Management, an estimated $31.6M added.
- The largest Camping World seller in Q1 2024 was Goldman Sachs, an estimated $8.03M sold.
Based on aggregated 13F filings for Q1 2024.