We are live on ! Find out more

516 hedge funds and large institutions have $11.7B invested in CarMax in 2017 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 178 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

7% more funds holding

Funds holding: 484516 (+32)

8% more call options, than puts

Call options by funds: $142M | Put options by funds: $131M

3% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 184

6.77% less ownership

Funds ownership: 108.06%101.29% (-6.8%)

21% less capital invested

Capital invested by funds: $14.9B → $11.7B (-$3.17B)

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
516
Holders Change
+32
Holders Change %
+6.61%
% of All Funds
11.7%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.36%
New
82
Increased
178
Reduced
184
Closed
50
Calls
$142M
Puts
$131M
Net Calls
+$10.8M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
226
Zurich Insurance Group
Switzerland
$1.71M -$381K -5,342 -17%
PAM
227
Panagora Asset Management
Massachusetts
$1.67M +$796K +11,161 +75%
Dodge & Cox
228
Dodge & Cox
California
$1.67M -$214K -3,000 -10%
Nomura Asset Management
229
Nomura Asset Management
Japan
$1.66M +$37.7K +528 +2%
MSA
230
Mason Street Advisors
Wisconsin
$1.63M -$2.92K -41 -0.2%
MGIA
231
Moneta Group Investment Advisors
Missouri
$1.62M +$178K +2,500 New
PP
232
Paloma Partners
Connecticut
$1.61M +$535K +7,502 +42%
ProShare Advisors
233
ProShare Advisors
Maryland
$1.61M +$559K +7,838 +45%
Skandinaviska Enskilda Banken (SEB)
234
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.57M -$228K -3,200 -12%
Wolverine Trading
235
Wolverine Trading
Illinois
$1.55M +$1.72M +24,172 New
AB
236
Amalgamated Bank
New York
$1.55M +$149K +2,092 +9%
MSV
237
MN Services Vermogensbeheer
Netherlands
$1.54M -$114K -1,600 -5%
GS
238
Gagnon Securities
New York
$1.54M +$8.99K +126 +0.5%
BFM
239
Boothbay Fund Management
New York
$1.52M +$1.69M +23,643 New
TFCM
240
Taylor Frigon Capital Management
Arizona
$1.48M +$1.65M +23,123 New
TCM
241
Tradition Capital Management
New Jersey
$1.48M -$9.92K -139 -0.6%
DILIC
242
Dai-ichi Life Insurance Company
Japan
$1.46M +$1.43M +20,000 +737%
NB
243
Norinchukin Bank
Japan
$1.45M -$1.35M -18,873 -45%
B
244
BP
United Kingdom
$1.41M
PWW
245
Pettyjohn Wood & White
Virginia
$1.39M -$7.13K -100 -0.5%
Verition Fund Management
246
Verition Fund Management
Connecticut
$1.38M +$1.16M +16,299 +313%
Simplex Trading
247
Simplex Trading
Illinois
$1.36M +$1.52M +21,280 New
MOACM
248
Mutual of America Capital Management
New York
$1.36M -$112K -1,568 -7%
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31M -$4.07M -57,080 -74%
NIPH
250
NN Investment Partners Holdings
Netherlands
$1.3M +$288K +4,039 +25%

KMX Hedge Fund Activity: Q4 2017 in Review

516 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2017, worth a combined $11.7B — down 21% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new KMX positions and 50 closed out — a net gain of 32 holders — while 178 added to existing stakes and 184 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $273M. The largest seller was Baillie Gifford & Co, cutting an estimated $361M.

  • 516 institutional investors held CarMax (KMX) as of Q4 2017, up from 484 in Q3 2017.
  • Funds reported $11.7B of CarMax stock for Q4 2017, down 21% quarter-over-quarter.
  • 82 funds opened new CarMax positions in Q4 2017 and 50 closed out, a net change of +32 holders.
  • The largest CarMax buyer in Q4 2017 was OppenheimerFunds, an estimated $273M added.
  • The largest CarMax seller in Q4 2017 was Baillie Gifford & Co, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2017.