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735 hedge funds and large institutions have $19.7B invested in CarMax in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 236 increasing their positions, 256 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 55

8% more funds holding

Funds holding: 680735 (+55)

1.05% more ownership

Funds ownership: 95.28%96.33% (+1%)

1% less capital invested

Capital invested by funds: $19.9B → $19.7B (-$132M)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 256

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less call options, than puts

Call options by funds: $168M | Put options by funds: $192M

Holders
735
Holders Change
+55
Holders Change %
+8.09%
% of All Funds
11.31%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.34%
New
116
Increased
236
Reduced
256
Closed
55
Calls
$168M
Puts
$192M
Net Calls
-$24.7M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
351
Paradigm Asset Management
New York
$1.02M +$69.3K +495 +7%
APG Asset Management
352
APG Asset Management
Netherlands
$1.01M -$448K -3,200 -27%
SAM
353
Seelaus Asset Management
New Jersey
$1.01M +$310K +2,215 +40%
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
$995K -$27K -193 -2%
WCM Investment Management
355
WCM Investment Management
California
$991K +$7.98K +57 +0.8%
CS
356
Candriam SCA
Luxembourg
$989K -$118K -841 -10%
EOJOAM
357
E. Ohman J:or Asset Management
Sweden
$977K
GWM
358
Geneos Wealth Management
Colorado
$974K +$172K +1,229 +20%
TW
359
Transform Wealth
Colorado
$965K
BGI
360
BlueDrive Global Investors
United Kingdom
$964K -$42K -300 -4%
ASN
361
Advisory Services Network
Georgia
$958K +$36.4K +260 +4%
WS
362
Wedbush Securities
California
$952K -$50.1K -358 -5%
S
363
Seeyond
France
$951K
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$950K -$15.1K -108 -1%
Thrivent Financial for Lutherans
365
Thrivent Financial for Lutherans
Minnesota
$926K -$7K -50 -0.7%
PAS
366
Park Avenue Securities
New York
$925K +$151K +1,079 +18%
LA
367
LVW Advisors
New York
$920K -$110K -783 -10%
AWA
368
Alta Wealth Advisors
Massachusetts
$920K -$13K -93 -1%
OPS
369
Orion Portfolio Solutions
Nebraska
$918K +$117K +835 +13%
TAM
370
Tocqueville Asset Management
New York
$908K +$95.8K +684 +11%
E
371
Ergoteles
New York
$904K +$973K +6,945 New
EGM
372
Engineers Gate Manager
New York
$903K -$1.61M -11,506 -62%
HBT
373
Hills Bank & Trust
Iowa
$903K -$70K -500 -7%
V
374
Veritable
Delaware
$891K +$4.2K +30 +0.4%
KIA
375
KCM Investment Advisors
California
$888K -$2.24K -16 -0.2%

KMX Hedge Fund Activity: Q4 2021 in Review

735 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2021, worth a combined $19.7B — down 0.67% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new KMX positions and 55 closed out — a net gain of 61 holders — while 236 added to existing stakes and 256 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $589M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 735 institutional investors held CarMax (KMX) as of Q4 2021, up from 680 in Q3 2021.
  • Funds reported $19.7B of CarMax stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 116 funds opened new CarMax positions in Q4 2021 and 55 closed out, a net change of +61 holders.
  • The largest CarMax buyer in Q4 2021 was Capital Research Global Investors, an estimated $589M added.
  • The largest CarMax seller in Q4 2021 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2021.