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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
CW
401
Connectus Wealth
Ohio
$662K +$712K +5,082 New
KA
402
Kintegral Advisory
New York
$661K
HighTower Advisors
403
HighTower Advisors
Illinois
$660K -$92.4K -660 -12%
TWC
404
TD Waterhouse Canada
Ontario, Canada
$658K +$743K +5,305 New
LA
405
Latitude Advisors
Florida
$657K +$106K +756 +18%
CFA
406
Capstone Financial Advisors
Illinois
$651K -$56K -400 -7%
RCA
407
Resonant Capital Advisors
Wisconsin
$650K +$51.4K +367 +8%
EI
408
Ethic Inc
New York
$647K +$102K +729 +17%
ST
409
Smithfield Trust
Pennsylvania
$646K
GT
410
Glenview Trust
Kentucky
$639K +$687K +4,905 New
CB
411
Commerce Bank
Missouri
$638K +$50.1K +358 +8%
Group One Trading
412
Group One Trading
Illinois
$629K -$2.52M -17,962 -79%
LWCFA
413
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$622K +$41.3K +295 +7%
AWM
414
Apollon Wealth Management
South Carolina
$619K +$126K +899 +23%
CSS
415
Cubist Systematic Strategies
Connecticut
$613K -$618K -4,412 -48%
BMSSC
416
B. Metzler seel. Sohn & Co
Germany
$610K +$8.12K +58 +1%
GC
417
Gilbert & Cook
Iowa
$600K +$14.7K +105 +2%
RA
418
Royce & Associates
New York
$599K +$28K +200 +5%
XF
419
XML Financial
Maryland
$590K
LCM
420
Lattice Capital Management
Washington
$586K +$630K +4,500 New
CWM
421
Connecticut Wealth Management
Connecticut
$584K -$1.82K -13 -0.3%
KRSITF
422
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$584K +$54.8K +391 +10%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$582K -$14K -100 -2%
ACS
424
Archford Capital Strategies
Illinois
$580K +$50.3K +359 +9%
CA
425
Carson Advisory
Georgia
$565K +$607K +4,337 New

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.