We are live on ! Find out more

638 hedge funds and large institutions have $14.4B invested in CarMax in 2019 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 230 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 44

9% more funds holding

Funds holding: 585638 (+53)

2% less capital invested

Capital invested by funds: $14.8B → $14.4B (-$367M)

1.77% less ownership

Funds ownership: 102.13%100.37% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

13% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 230

36% less call options, than puts

Call options by funds: $106M | Put options by funds: $166M

Holders
638
Holders Change
+53
Holders Change %
+9.06%
% of All Funds
12.57%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.67%
New
108
Increased
201
Reduced
230
Closed
44
Calls
$106M
Puts
$166M
Net Calls
-$60.2M
Net Calls Change
-$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
526
Clear Harbor Asset Management
Connecticut
$107K +$115K +1,224 New
RCM
527
Riverpark Capital Management
New York
$107K
QCG
528
Quadrant Capital Group
Ohio
$107K +$6.49K +69 +5%
KPW
529
Kore Private Wealth
New York
$103K +$110K +1,172 New
Simplex Trading
530
Simplex Trading
Illinois
$99K +$106K +1,130 New
PCG
531
Private Capital Group
Connecticut
$97K +$32.9K +350 +46%
CFA
532
Carroll Financial Associates
North Carolina
$96K +$32.3K +343 +45%
EW
533
Evoke Wealth
California
$93.5K +$282 +3 +0.3%
TCOV
534
Trust Company of Vermont
Vermont
$92K
CCM
535
Covington Capital Management
California
$91K +$3.95K +42 +4%
Loomis, Sayles & Company
536
Loomis, Sayles & Company
Massachusetts
$91K +$97.2K +1,033 New
FMT
537
First Mercantile Trust
Tennessee
$90K -$1.88K -20 -2%
HIIFS
538
Harel Insurance Investments & Financial Services
Israel
$89K +$95.6K +1,016 New
TWA
539
TCI Wealth Advisors
Arizona
$82K +$42.1K +448 +91%
FHA
540
Flagship Harbor Advisors
Massachusetts
$81K -$2.82K -30 -3%
HPC
541
HM Payson & Co
Maine
$79K +$28.2K +300 +50%
FAM
542
Fred Alger Management
New York
$77K +$48.8K +519 +145%
APA
543
American Portfolios Advisors
New York
$76.4K -$159K -1,687 -66%
SIC
544
Salem Investment Counselors
North Carolina
$73K
VFA
545
Valeo Financial Advisors
Indiana
$69K +$22.7K +241 +44%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$67K
WAM
547
Wolverine Asset Management
Illinois
$67K +$18.3K +195 +34%
MF
548
Manchester Financial
California
$65K +$70.3K +747 New
ACM
549
Allred Capital Management
Texas
$63.4K +$68K +723 New
CCA
550
Column Capital Advisors
Indiana
$60K +$65.2K +693 New

KMX Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2019, worth a combined $14.4B — down 2.5% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new KMX positions and 44 closed out — a net gain of 64 holders — while 201 added to existing stakes and 230 trimmed.

The largest buyer was Truist Financial, adding an estimated $79.7M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $176M.

  • 638 institutional investors held CarMax (KMX) as of Q4 2019, up from 585 in Q3 2019.
  • Funds reported $14.4B of CarMax stock for Q4 2019, down 2.5% quarter-over-quarter.
  • 108 funds opened new CarMax positions in Q4 2019 and 44 closed out, a net change of +64 holders.
  • The largest CarMax buyer in Q4 2019 was Truist Financial, an estimated $79.7M added.
  • The largest CarMax seller in Q4 2019 was Ruane, Cunniff & Goldfarb, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2019.