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680 hedge funds and large institutions have $19.9B invested in CarMax in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 236 increasing their positions, 231 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 50

2% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 231

0% more funds holding

Funds holding: 677680 (+3)

2% less capital invested

Capital invested by funds: $20.3B → $19.9B (-$416M)

1.21% less ownership

Funds ownership: 96.5%95.28% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

26% less call options, than puts

Call options by funds: $198M | Put options by funds: $269M

Holders
680
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
11.9%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.42%
New
63
Increased
236
Reduced
231
Closed
50
Calls
$198M
Puts
$269M
Net Calls
-$71M
Net Calls Change
-$89.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
526
Koshinski Asset Management
Illinois
$245K +$255K +1,913 New
SAM
527
S.A. Mason
Michigan
$243K
YMRC
528
Yorktown Management & Research Company
Virginia
$242K
TCOO
529
Trust Company of Oklahoma
Oklahoma
$238K -$7.99K -60 -3%
DWT
530
Dorsey & Whitney Trust
South Dakota
$231K
WC
531
Woodstock Corp
Massachusetts
$230K
HPIA
532
Hamilton Point Investment Advisors
North Carolina
$230K +$17.7K +133 +8%
FT
533
Fiduciary Trust
Massachusetts
$227K
CYG
534
Clean Yield Group
Vermont
$226K
CT
535
Columbia Trust
Oregon
$226K
RJT
536
Raymond James Trust
Florida
$225K +$6.12K +46 +3%
MYAM
537
Meiji Yasuda Asset Management
Japan
$224K +$10.6K +80 +5%
CFGS
538
Concourse Financial Group Securities
Alabama
$224K +$25.6K +192 +12%
FC
539
Financial Consulate
Maryland
$223K +$25.6K +192 +12%
SPIA
540
Steward Partners Investment Advisory
New York
$222K +$75.2K +565 +48%
EFS
541
Essex Financial Services
Connecticut
$221K +$23.3K +175 +11%
VIA
542
Vident Investment Advisory
Georgia
$220K +$8.25K +62 +4%
FTDI
543
First Trust Direct Indexing
Massachusetts
$220K +$229K +1,718 New
Bessemer Group
544
Bessemer Group
New Jersey
$216K -$21.7K -163 -9%
RC
545
RegentAtlantic Capital
New Jersey
$216K
SFI
546
Siemens Fonds Invest
Germany
$216K +$225K +1,691 New
PFA
547
Paradigm Financial Advisors
Missouri
$213K
CAM
548
Capco Asset Management
Florida
$210K
HTC
549
Haverford Trust Company
Pennsylvania
$209K
MFW
550
Meristem Family Wealth
Minnesota
$208K +$3.06K +23 +1%

KMX Hedge Fund Activity: Q3 2021 in Review

680 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q3 2021, worth a combined $19.9B — down 2% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new KMX positions and 50 closed out — a net gain of 13 holders — while 236 added to existing stakes and 231 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $99.1M. The largest seller was JP Morgan Chase, cutting an estimated $109M.

  • 680 institutional investors held CarMax (KMX) as of Q3 2021, up from 677 in Q2 2021.
  • Funds reported $19.9B of CarMax stock for Q3 2021, down 2% quarter-over-quarter.
  • 63 funds opened new CarMax positions in Q3 2021 and 50 closed out, a net change of +13 holders.
  • The largest CarMax buyer in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $99.1M added.
  • The largest CarMax seller in Q3 2021 was JP Morgan Chase, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2021.