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468 hedge funds and large institutions have $11.9B invested in CarMax in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 201 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $473M | Put options by funds: $116M

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

1% less funds holding

Funds holding: 471468 (-3)

1.68% less ownership

Funds ownership: 108.76%107.07% (-1.7%)

9% less capital invested

Capital invested by funds: $13.1B → $11.9B (-$1.24B)

22% less funds holding in top 10

Funds holding in top 10: 2721 (-6)

30% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 201

Holders
468
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
11.65%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.52%
New
52
Increased
140
Reduced
201
Closed
46
Calls
$473M
Puts
$116M
Net Calls
+$357M
Net Calls Change
+$357M
Name Holding Trade Value Shares
Change
Change in
Stake
WM
26
WS Management
Florida
$96.7M -$14.7M -226,666 -12%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$90.8M +$99.6M +1,533,201 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$89.5M -$1.5M -23,078 -2%
DDC
29
DF Dent & Co
Maryland
$86.9M -$11.2M -172,860 -11%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$79.2M +$56.9M +875,103 +189%
SP
31
Sarasin & Partners
United Kingdom
$77.6M -$68.8M -1,059,413 -45%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$68.7M +$3.28M +50,441 +5%
AC
33
Avenir Corporation
Virginia
$67.7M -$3.36M -51,710 -4%
WF
34
Welch & Forbes
Massachusetts
$64.8M -$171K -2,639 -0.2%
Norges Bank
35
Norges Bank
Norway
$64.7M -$12.6M -194,612 -15%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$64.3M -$1.7M -26,188 -2%
SAM
37
Scopus Asset Management
New York
$59.8M +$65.6M +1,010,000 New
Bank of America
38
Bank of America
North Carolina
$59.4M -$5.96M -91,672 -8%
MIH
39
Madison Investment Holdings
Wisconsin
$54.1M -$22.1M -340,270 -27%
Legal & General Group
40
Legal & General Group
United Kingdom
$53.7M +$1.5M +23,085 +3%
FAM
41
Fenimore Asset Management
New York
$52M -$45.5K -700 -0.1%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$51.5M +$16.8M +258,213 +42%
OC
43
Oppenheimer & Co
New York
$51.4M -$1.68M -25,801 -3%
GC
44
Giverny Capital
Quebec, Canada
$51.4M +$1.09M +16,738 +2%
William Blair Investment Management
45
William Blair Investment Management
Illinois
$47.4M +$52M +799,899 New
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$46.6M +$606K +9,326 +1%
Deutsche Bank
47
Deutsche Bank
Germany
$45M +$30.8M +474,131 +166%
IC
48
Immersion Capital
United Kingdom
$44.5M
Wells Fargo
49
Wells Fargo
California
$41.8M -$696K -10,714 -1%
DCM
50
Dorsal Capital Management
California
$41.5M -$6.5M -100,000 -13%

KMX Hedge Fund Activity: Q1 2017 in Review

468 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q1 2017, worth a combined $11.9B — down 9.5% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KMX positions and 46 closed out — a net gain of 6 holders — while 140 added to existing stakes and 201 trimmed.

The largest buyer was BlackRock, adding an estimated $699M. The largest seller was Primecap Management, cutting an estimated $127M.

  • 468 institutional investors held CarMax (KMX) as of Q1 2017, down from 471 in Q4 2016.
  • Funds reported $11.9B of CarMax stock for Q1 2017, down 9.5% quarter-over-quarter.
  • 52 funds opened new CarMax positions in Q1 2017 and 46 closed out, a net change of +6 holders.
  • The largest CarMax buyer in Q1 2017 was BlackRock, an estimated $699M added.
  • The largest CarMax seller in Q1 2017 was Primecap Management, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2017.