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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
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$352K
BDF
327
Balasa Dinverno & Foltz
$350K -$196K -3,000 -37%
OMCS
328
Old Mutual Customised Solutions
South Africa
$345K +$97.8K +1,500 +43%
EOJOAM
329
E. Ohman J:or Asset Management
Sweden
$331K
CC
330
ClearArc Capital
Ohio
$315K -$1.7K -26 -0.6%
SHA
331
Smith Hayes Advisers
Nebraska
$312K +$33.6K +515 +13%
KFC
332
Klingenstein Fields & Co
New York
$312K +$76.6K +1,175 +35%
LWCFA
333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$311K
VRS
334
Virginia Retirement Systems
Virginia
$310K -$1.63K -25 -0.6%
PAM
335
PartnerRe Asset Management
Connecticut
$307K -$8.93K -137 -3%
CI
336
Constellation Investments
Ohio
$304K
YMRC
337
Yorktown Management & Research Company
Virginia
$304K
LCM
338
Landscape Capital Management
New Jersey
$304K +$287K +4,400 New
TCOO
339
Trust Company of Oklahoma
Oklahoma
$294K -$122K -1,875 -31%
Truist Financial
340
Truist Financial
North Carolina
$288K -$45K -690 -14%
DG
341
Davidson & Garrard
Virginia
$286K
SAM
342
Symphony Asset Management
California
$284K +$269K +4,120 New
AIP
343
Ameritas Investment Partners
Nebraska
$280K
SWP
344
Stratos Wealth Partners
Ohio
$267K +$36.4K +558 +17%
WS
345
Wedbush Securities
California
$264K +$41.5K +637 +20%
MHIC
346
Marble Harbor Investment Counsel
Massachusetts
$258K
KIA
347
KCM Investment Advisors
California
$256K +$11.7K +179 +5%
Bank of Nova Scotia
348
Bank of Nova Scotia
Ontario, Canada
$251K -$5.28K -81 -2%
CS
349
Candriam SCA
Luxembourg
$246K +$233K +3,568 New
B
350
Baird
Wisconsin
$243K -$983K -15,082 -81%

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.