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
GBT
426
Grove Bank & Trust
Florida
$11K +$7.85K +130 +260%
SPIA
427
Steward Partners Investment Advisory
New York
$8K +$1.09K +18 +15%
PFBT
428
Parkside Financial Bank & Trust
Missouri
$8K +$3.44K +57 +92%
CTC
429
Central Trust Company
Missouri
$8K +$7.85K +130 New
WPA
430
West Paces Advisors
Georgia
$7.25K
BTIS
431
BB&T Investment Services
North Carolina
$7K
SSB
432
Sandy Spring Bank
Maryland
$7K
FC
433
Ferris Capital
Massachusetts
$7K +$6.71K +111 New
GAM
434
Gemmer Asset Management
California
$6K
BFEC
435
Benjamin F. Edwards & Company
Missouri
$5K
OIA
436
OneDigital Investment Advisors
Kansas
$5K +$4.35K +72 New
WEC
437
Winslow Evans & Crocker
Massachusetts
$4.98K -$60 -1 -1%
ZB
438
Zions Bancorporation
Utah
$4K -$725 -12 -18%
TCOV
439
Trust Company of Vermont
Vermont
$4K
GWS
440
Glassman Wealth Services
Virginia
$3K -$181 -3 -7%
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$3K
JFA
442
JNBA Financial Advisors
Minnesota
$3K
NIC
443
Northwest Investment Counselors
Oregon
$3K +$3.02K +50 New
SWA
444
Sutton Wealth Advisors
Florida
$2.96K
NFG
445
Next Financial Group
Texas
$2K -$96.5K -1,597 -98%
AF
446
Allworth Financial
California
$2K -$3.02K -50 -68%
CFD
447
Creative Financial Designs
Indiana
$2K
SA
448
SRH Advisors
Kansas
$2K
TFO
449
Tarbox Family Office
California
$2K
PHK
450
Point72 Hong Kong
Hong Kong
$2K +$2.11K +35 New

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.