We are live on ! Find out more

457 hedge funds and large institutions have $12.9B invested in CarMax in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $600M | Put options by funds: $230M

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

8% more capital invested

Capital invested by funds: $11.9B → $12.9B (+$1.01B)

2.46% more ownership

Funds ownership: 107.07%109.53% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 168

2% less funds holding

Funds holding: 468457 (-11)

15% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 53

Holders
457
Holders Change
-11
Holders Change %
-2.35%
% of All Funds
11.39%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
45
Increased
171
Reduced
168
Closed
53
Calls
$600M
Puts
$230M
Net Calls
+$370M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
401
NN Investment Partners Holdings
Netherlands
$76K
IA
402
IFP Advisors
Florida
$69K -$114K -1,884 -63%
TRCT
403
Tower Research Capital (TRC)
New York
$60K +$43.7K +723 +319%
AAP
404
Arax Advisory Partners
Colorado
$57K
Robeco Institutional Asset Management
405
Robeco Institutional Asset Management
Netherlands
$51K
CAL
406
Capital Advisors Ltd
Ohio
$50K +$48.3K +800 New
SA
407
SpiderRock Advisors
Delaware
$43K
PFO
408
Pathstone Family Office
New Jersey
$34K +$32K +529 +7,557%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$33K +$7.85K +130 +33%
FFC
410
First Financial Corp
Indiana
$29K
TWA
411
TCI Wealth Advisors
Arizona
$29K +$1.39K +23 +5%
ARMC
412
American Research & Management Company
Massachusetts
$28K
GLI
413
Guardian Life Insurance
New York
$26K -$18.7K -310 -42%
SIC
414
Salem Investment Counselors
North Carolina
$26K +$664 +11 +3%
GWM
415
Geneos Wealth Management
Colorado
$22K +$9.97K +165 +86%
ASN
416
Advisory Services Network
Georgia
$22K +$11.7K +193 +125%
Federated Hermes
417
Federated Hermes
Pennsylvania
$21K -$191K -3,164 -90%
AC
418
Alexandria Capital
Virginia
$18K
WA
419
WFG Advisors
Texas
$16K
PCP
420
Proficio Capital Partners
Massachusetts
$14K +$1.63K +27 +14%
QCG
421
Quadrant Capital Group
Ohio
$13K -$121 -2 -0.7%
WIM
422
Westside Investment Management
California
$12.5K
CFA
423
Carroll Financial Associates
North Carolina
$12K -$1.81K -30 -13%
TDC
424
Thompson Davis & Co
Virginia
$12K +$1.69K +28 +18%
PA
425
Parallel Advisors
California
$11K +$1.51K +25 +17%

KMX Hedge Fund Activity: Q2 2017 in Review

457 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q2 2017, worth a combined $12.9B — up 8.5% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KMX and 45 opened new positions — a net loss of 8 holders — while 168 trimmed existing stakes and 171 added.

The largest buyer was Nordea Investment Management, adding an estimated $115M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $79.2M sold.

  • 457 institutional investors held CarMax (KMX) as of Q2 2017, down from 468 in Q1 2017.
  • Funds reported $12.9B of CarMax stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 45 funds opened new CarMax positions in Q2 2017 and 53 closed out, a net change of -8 holders.
  • The largest CarMax buyer in Q2 2017 was Nordea Investment Management, an estimated $115M added.
  • The largest CarMax seller in Q2 2017 was Alyeska Investment Group, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2017.