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704 hedge funds and large institutions have $13.1B invested in CarMax in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 232 increasing their positions, 276 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 64

11% more capital invested

Capital invested by funds: $11.9B → $13.1B (+$1.26B)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 682704 (+22)

2.3% more ownership

Funds ownership: 105.82%108.12% (+2.3%)

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 276

28% less call options, than puts

Call options by funds: $306M | Put options by funds: $425M

Holders
704
Holders Change
+22
Holders Change %
+3.23%
% of All Funds
10.26%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
94
Increased
232
Reduced
276
Closed
64
Calls
$306M
Puts
$425M
Net Calls
-$119M
Net Calls Change
+$92M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
401
KeyBank National Association
Ohio
$622K -$33.1K -493 -6%
GC
402
Gilbert & Cook
Iowa
$615K +$29K +431 +6%
HWA
403
Heritage Wealth Advisors
Virginia
$613K -$661K -9,838 -55%
Wealth Enhancement Advisory Services
404
Wealth Enhancement Advisory Services
Minnesota
$603K -$37.7K -561 -7%
ECM
405
Everence Capital Management
Indiana
$602K
QCM
406
Qsemble Capital Management
New York
$602K +$111K +1,644 +27%
RJT
407
Raymond James Trust
Florida
$582K +$23.6K +351 +5%
Macquarie Group
408
Macquarie Group
Australia
$566K -$3.34M -49,618 -87%
Focus Partners Wealth
409
Focus Partners Wealth
Massachusetts
$562K +$492K +7,326 New
Teacher Retirement System of Texas
410
Teacher Retirement System of Texas
Texas
$558K -$335K -4,984 -41%
SFFS
411
Stonehage Fleming Financial Services
Jersey
$547K -$40.8K -607 -8%
TFA
412
Tranquilli Financial Advisor
New Jersey
$544K -$48.2K -717 -9%
OAM
413
Oppenheimer Asset Management
New York
$541K +$112K +1,662 +31%
WG
414
Winton Group
United Kingdom
$539K -$64.7K -962 -12%
CAM
415
Cresset Asset Management
Illinois
$538K -$179K -2,667 -28%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$535K +$43.2K +643 +10%
WS
417
Wedbush Securities
California
$533K +$18.8K +279 +4%
LF
418
LifePlan Financial
Minnesota
$530K +$464K +6,909 New
Thrivent Financial for Lutherans
419
Thrivent Financial for Lutherans
Minnesota
$529K -$3.56K -53 -0.8%
KCM
420
Kanawha Capital Management
Virginia
$528K -$195K -2,896 -30%
UCB
421
United Community Bank
South Carolina
$526K +$79.2K +1,178 +21%
GT
422
Glenmede Trust
Pennsylvania
$521K +$29.9K +445 +7%
CT
423
Chicago Trust
Illinois
$520K -$495K -7,362 -52%
BFEC
424
Benjamin F. Edwards & Company
Missouri
$519K +$41.8K +622 +10%
GT
425
Glenview Trust
Kentucky
$497K +$239K +3,550 +121%

KMX Hedge Fund Activity: Q4 2023 in Review

704 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2023, worth a combined $13.1B — up 11% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new KMX positions and 64 closed out — a net gain of 30 holders — while 232 added to existing stakes and 276 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $142M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $96.7M.

  • 704 institutional investors held CarMax (KMX) as of Q4 2023, up from 682 in Q3 2023.
  • Funds reported $13.1B of CarMax stock for Q4 2023, up 11% quarter-over-quarter.
  • 94 funds opened new CarMax positions in Q4 2023 and 64 closed out, a net change of +30 holders.
  • The largest CarMax buyer in Q4 2023 was Morgan Stanley, an estimated $142M added.
  • The largest CarMax seller in Q4 2023 was Ruane, Cunniff & Goldfarb, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2023.