We are live on ! Find out more

516 hedge funds and large institutions have $11.7B invested in CarMax in 2017 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 178 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

7% more funds holding

Funds holding: 484516 (+32)

8% more call options, than puts

Call options by funds: $142M | Put options by funds: $131M

3% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 184

6.77% less ownership

Funds ownership: 108.06%101.29% (-6.8%)

21% less capital invested

Capital invested by funds: $14.9B → $11.7B (-$3.17B)

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
516
Holders Change
+32
Holders Change %
+6.61%
% of All Funds
11.7%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.36%
New
82
Increased
178
Reduced
184
Closed
50
Calls
$142M
Puts
$131M
Net Calls
+$10.8M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
501
JNBA Financial Advisors
Minnesota
$3K
PO
502
Private Ocean
California
$3K +$3.28K +46 New
JWA
503
JFS Wealth Advisors
Pennsylvania
$3K +$3.42K +48 New
SWA
504
Sutton Wealth Advisors
Florida
$2.89K -$143 -2 -4%
Walleye Trading
505
Walleye Trading
New York
$2.19K +$2.43M +34,068 New
TFO
506
Tarbox Family Office
California
$2K -$143 -2 -5%
CFD
507
Creative Financial Designs
Indiana
$2K
SA
508
SRH Advisors
Kansas
$2K
AF
509
Allworth Financial
California
$2K +$143 +2 +8%
EA
510
Edge Advisors
Georgia
$2K +$2.5K +35 +350%
BWM
511
Baystate Wealth Management
Massachusetts
$1K
CFG
512
CKW Financial Group
Hawaii
$1K
OC
513
Oakworth Capital
Alabama
$1K
VCM
514
Versant Capital Management
Arizona
$1K
PCG
515
Private Capital Group
Connecticut
$56 +$62.4K +874 New
MCL
516
MIK Capital LLC
New York
-$39.5M -520,756 Closed
SAM
517
Scopus Asset Management
New York
-$32.3M -425,600 Closed
MCM
518
Moore Capital Management
New York
-$15.2M -200,000 Closed
JCM
519
Junto Capital Management
New York
-$13M -171,854 Closed
WMSA
520
Weiss Multi-Strategy Advisers
New York
-$11.6M -162,770 Closed
QIM
521
Quantitative Investment Management
Virginia
-$11.6M -152,900 Closed
SC
522
Shellback Capital
Massachusetts
-$10.2M -135,000 Closed
DCM
523
Dynamic Capital Management
Jersey
-$7.97M -105,189 Closed
ECM
524
Element Capital Management
New York
-$7.39M -97,469 Closed
SEC
525
Seven Eight Capital
New York
-$6.89M -90,913 Closed

KMX Hedge Fund Activity: Q4 2017 in Review

516 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2017, worth a combined $11.7B — down 21% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new KMX positions and 50 closed out — a net gain of 32 holders — while 178 added to existing stakes and 184 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $273M. The largest seller was Baillie Gifford & Co, cutting an estimated $361M.

  • 516 institutional investors held CarMax (KMX) as of Q4 2017, up from 484 in Q3 2017.
  • Funds reported $11.7B of CarMax stock for Q4 2017, down 21% quarter-over-quarter.
  • 82 funds opened new CarMax positions in Q4 2017 and 50 closed out, a net change of +32 holders.
  • The largest CarMax buyer in Q4 2017 was OppenheimerFunds, an estimated $273M added.
  • The largest CarMax seller in Q4 2017 was Baillie Gifford & Co, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2017.