We are live on ! Find out more

423 hedge funds and large institutions have $14.6B invested in CarMax in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 130 increasing their positions, 180 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 34

5% more funds holding

Funds holding: 404423 (+19)

2% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$320M)

0% less call options, than puts

Call options by funds: $78.4M | Put options by funds: $78.8M

0.98% less ownership

Funds ownership: 103.08%102.1% (-0.98%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

28% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 180

Holders
423
Holders Change
+19
Holders Change %
+4.7%
% of All Funds
11.27%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
59
Increased
130
Reduced
180
Closed
34
Calls
$78.4M
Puts
$78.8M
Net Calls
-$308K
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$702K +$125K +1,923 +23%
LP
277
LMR Partners
United Kingdom
$691K -$311K -4,773 -32%
LCM
278
Logan Capital Management
Pennsylvania
$690K -$9.85K -151 -1%
BMO
279
Beck Mack & Oliver
New York
$690K
CGI
280
Comgest Global Investors
France
$690K +$196K +3,000 +43%
CP
281
Cinque Partners
California
$679K +$642K +9,842 New
NV
282
Nair Vinay
$668K +$631K +9,673 New
BNP Paribas Financial Markets
283
BNP Paribas Financial Markets
France
$654K -$7.41M -113,588 -92%
SFU
284
Stonehage Fleming (UK)
United Kingdom
$653K +$64.7K +993 +12%
PC
285
Pier Capital
Connecticut
$642K +$607K +9,306 New
TSW
286
Thompson Siegel & Walmsley
Virginia
$631K
CIM
287
Calvert Investment Management
Maryland
$629K +$39.3K +602 +7%
BA
288
BlackRock Advisors
Delaware
$615K +$425K +6,516 +273%
DL
289
Delta Lloyd
Netherlands
$576K -$197K -3,023 -27%
IG
290
ING Group
Netherlands
$569K -$13.7K -210 -2%
SCM
291
Southport Capital Management
Tennessee
$553K
PGIM
292
Pacific Global Investment Management
California
$542K -$13K -200 -2%
PWAG
293
Polaris Wealth Advisory Group
California
$537K +$508K +7,785 New
AB
294
Amalgamated Bank
New York
$512K +$113K +1,726 +30%
ZIM
295
Zacks Investment Management
Illinois
$512K +$484K +7,424 New
RCM
296
Reynolds Capital Management
Nevada
$511K +$52.2K +800 +12%
V
297
Veritable
Delaware
$503K -$23K -353 -5%
CG
298
Clinton Group
New York
$493K -$1.46M -22,439 -76%
Bessemer Group
299
Bessemer Group
New Jersey
$479K +$4.76K +73 +1%
LIA
300
LS Investment Advisors
Michigan
$475K -$40.7K -624 -8%

KMX Hedge Fund Activity: Q1 2015 in Review

423 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q1 2015, worth a combined $14.6B — up 2.2% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KMX positions and 34 closed out — a net gain of 25 holders — while 130 added to existing stakes and 180 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $67.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $114M.

  • 423 institutional investors held CarMax (KMX) as of Q1 2015, up from 404 in Q4 2014.
  • Funds reported $14.6B of CarMax stock for Q1 2015, up 2.2% quarter-over-quarter.
  • 59 funds opened new CarMax positions in Q1 2015 and 34 closed out, a net change of +25 holders.
  • The largest CarMax buyer in Q1 2015 was Point72 Asset Management, an estimated $67.5M added.
  • The largest CarMax seller in Q1 2015 was T. Rowe Price Associates, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2015.