We are live on ! Find out more

390 hedge funds and large institutions have $9.94B invested in CarMax in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

2% more funds holding

Funds holding: 381390 (+9)

5% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $48.9M

0.34% more ownership

Funds ownership: 94.51%94.85% (+0.34%)

3% less capital invested

Capital invested by funds: $10.2B → $9.94B (-$278M)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 159

Holders
390
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
11.32%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
51
Increased
126
Reduced
159
Closed
39
Calls
$51.3M
Puts
$48.9M
Net Calls
+$2.44M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
376
Advisory Services Network
Georgia
$10K +$10.1K +207 New
LNB
377
Ledyard National Bank
$8K +$8.68K +177 New
TWA
378
TCI Wealth Advisors
Arizona
$7K -$3.24K -66 -30%
DAM
379
Delta Asset Management
Tennessee
$7K
MFS
380
MSI Financial Services
Massachusetts
$7K +$7.01K +143 +2,383%
DIA
381
Denver Investment Advisors
Colorado
$6.83K -$949K -19,360 -12%
MIM
382
Macroview Investment Management
Maryland
$5K
EFSCE
383
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$882 -18 -20%
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$4K
PAS
385
Partnervest Advisory Services
California
$4K
WEC
386
Winslow Evans & Crocker
Massachusetts
$4K +$3.87K +79 New
NES
387
New England Securities
New York
$3K -$1.27K -26 -29%
CAW
388
Cornerstone Advisors (Washington)
Washington
$3K
PTC
389
Private Trust Company
Ohio
$3K
CHC
390
City Holding Co
West Virginia
$3K +$4.8K +98 New
CIC
391
Chilton Investment Company
Connecticut
-$25.6M -527,511 Closed
PP
392
PDT Partners
New York
-$8.37M -172,588 Closed
SCM
393
Stevens Capital Management
Pennsylvania
-$7.27M -149,925 Closed
AIA
394
Avalon Investment & Advisory
Texas
-$7.25M -149,502 Closed
AC
395
Ascend Capital
California
-$4.85M -100,000 Closed
Lord, Abbett & Co
396
Lord, Abbett & Co
New Jersey
-$3.39M -69,897 Closed
PIP
397
Perennial Investment Partners
Australia
-$2.57M -52,946 Closed
ARTA
398
A.R.T. Advisors
New York
-$1.98M -40,882 Closed
CCM
399
Cai Capital Management
New York
-$1.53M -31,485 Closed
Canada Pension Plan Investment Board
400
Canada Pension Plan Investment Board
Ontario, Canada
-$1.44M -29,700 Closed

KMX Hedge Fund Activity: Q4 2013 in Review

390 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2013, worth a combined $9.94B — down 2.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new KMX positions and 39 closed out — a net gain of 12 holders — while 126 added to existing stakes and 159 trimmed.

The largest buyer was Wells Fargo, adding an estimated $67M. The largest seller was SAC Capital Advisors, cutting an estimated $33.1M.

  • 390 institutional investors held CarMax (KMX) as of Q4 2013, up from 381 in Q3 2013.
  • Funds reported $9.94B of CarMax stock for Q4 2013, down 2.7% quarter-over-quarter.
  • 51 funds opened new CarMax positions in Q4 2013 and 39 closed out, a net change of +12 holders.
  • The largest CarMax buyer in Q4 2013 was Wells Fargo, an estimated $67M added.
  • The largest CarMax seller in Q4 2013 was SAC Capital Advisors, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2013.