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657 hedge funds and large institutions have $10.3B invested in CarMax in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 236 increasing their positions, 218 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 82

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

3% more funds holding

Funds holding: 639657 (+18)

2.24% more ownership

Funds ownership: 106.29%108.53% (+2.2%)

8% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 218

7% less capital invested

Capital invested by funds: $11.1B → $10.3B (-$827M)

29% less call options, than puts

Call options by funds: $294M | Put options by funds: $412M

Holders
657
Holders Change
+18
Holders Change %
+2.82%
% of All Funds
10.56%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
110
Increased
236
Reduced
218
Closed
82
Calls
$294M
Puts
$412M
Net Calls
-$117M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
26
Morningstar Investment Services
Illinois
$90.9M -$3.39M -52,740 -4%
GC
27
Giverny Capital
Quebec, Canada
$87.4M +$13.3M +207,770 +17%
JP Morgan Chase
28
JP Morgan Chase
New York
$83.7M -$74.9M -1,167,334 -46%
TAM
29
Timucuan Asset Management
Florida
$81.1M +$8.38M +130,612 +11%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$69.8M -$2.01M -31,348 -3%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$65.3M +$206K +3,208 +0.3%
William Blair & Company
32
William Blair & Company
Illinois
$60.7M -$25.2M -392,835 -28%
BRIM
33
Broad Run Investment Management
Virginia
$60.5M -$2.26M -35,188 -3%
KP
34
Kiltearn Partners
United Kingdom
$59M +$6.27M +97,700 +11%
WF
35
Welch & Forbes
Massachusetts
$58.3M -$3.93M -61,187 -6%
MP
36
Makaira Partners
California
$57.9M +$1.59M +24,692 +3%
Legal & General Group
37
Legal & General Group
United Kingdom
$55.7M -$5.04M -78,431 -8%
Charles Schwab
38
Charles Schwab
California
$54.8M +$2.38M +37,150 +4%
Renaissance Technologies
39
Renaissance Technologies
New York
$54M +$48.4M +753,500 +563%
FAM
40
Fenimore Asset Management
New York
$53.8M +$556K +8,663 +1%
AI
41
Ariel Investments
Illinois
$51.6M +$23.4M +364,008 +75%
WIM
42
Weitz Investment Management
Nebraska
$51.2M +$2.9M +45,200 +6%
DC
43
Davenport & Co
Virginia
$47.8M -$250K -3,888 -0.5%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$46M +$2.89M +45,021 +6%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$45.3M -$1.69M -26,378 -3%
Wells Fargo
46
Wells Fargo
California
$44.6M -$11.7M -182,379 -20%
Ameriprise
47
Ameriprise
Minnesota
$44.1M +$24.2M +377,442 +109%
SL
48
Summitry LLC
California
$42.5M +$21.3M +331,974 +91%
MAM
49
Madison Asset Management
Wisconsin
$42.1M -$1.56M -24,334 -3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$39.4M -$3.03M -47,153 -7%

KMX Hedge Fund Activity: Q4 2022 in Review

657 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2022, worth a combined $10.3B — down 7.4% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new KMX positions and 82 closed out — a net gain of 28 holders — while 236 added to existing stakes and 218 trimmed.

The largest buyer was Diamond Hill Capital Management, opening a new position worth an estimated $346M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $311M.

  • 657 institutional investors held CarMax (KMX) as of Q4 2022, up from 639 in Q3 2022.
  • Funds reported $10.3B of CarMax stock for Q4 2022, down 7.4% quarter-over-quarter.
  • 110 funds opened new CarMax positions in Q4 2022 and 82 closed out, a net change of +28 holders.
  • The largest CarMax buyer in Q4 2022 was Diamond Hill Capital Management, an estimated $346M added.
  • The largest CarMax seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $311M sold.

Based on aggregated 13F filings for Q4 2022.