Camping World
CWH
201 hedge funds and large institutions have $797M invested in Camping World in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 53 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 60
6.02% more ownership
Funds ownership: 93.03% → 99.06% (+6%)
8% less funds holding
Funds holding: 219 → 201 (-18)
28% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 53
32% less capital invested
Capital invested by funds: $1.17B → $797M (-$368M)
38% less call options, than puts
Call options by funds: $18M | Put options by funds: $29.1M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$40.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.4M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$13.7M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$6.08M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$5.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$14.9M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$7.59M |
| 3 |
JGC
J. Goldman & Co
New York
|
-$7.05M |
| 4 |
IP
Interval Partners
New York
|
-$6.74M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$5.03M |
CWH Hedge Fund Activity: Q2 2024 in Review
201 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Camping World (CWH) for Q2 2024, worth a combined $797M — down 32% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of CWH and 38 opened new positions — a net loss of 15 holders — while 60 trimmed existing stakes and 73 added.
The largest buyer was Eminence Capital, adding an estimated $40.6M. The largest seller was Candlestick Capital Management, exiting entirely with an estimated $14.9M sold.
- 201 institutional investors held Camping World (CWH) as of Q2 2024, down from 219 in Q1 2024.
- Funds reported $797M of Camping World stock for Q2 2024, down 32% quarter-over-quarter.
- 38 funds opened new Camping World positions in Q2 2024 and 53 closed out, a net change of -15 holders.
- The largest Camping World buyer in Q2 2024 was Eminence Capital, an estimated $40.6M added.
- The largest Camping World seller in Q2 2024 was Candlestick Capital Management, an estimated $14.9M sold.
Based on aggregated 13F filings for Q2 2024.