We are live on ! Find out more

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
OSAM
551
O'Shaughnessy Asset Management
Connecticut
$208K +$155K +1,162 +253%
AWAP
552
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K +$216K +1,622 New
AM
553
Atwater Malick
Pennsylvania
$205K
CHAM
554
Clear Harbor Asset Management
Connecticut
$205K
CIAS
555
Capital Investment Advisory Services
North Carolina
$205K +$213K +1,603 New
SWM
556
SeaCrest Wealth Management
New York
$204K -$4.53K -34 -2%
RMCM
557
Reynders McVeigh Capital Management
Massachusetts
$204K +$213K +1,598 New
RB
558
Renasant Bank
Mississippi
$204K +$213K +1,600 New
PWS
559
Precision Wealth Strategies
Missouri
$203K +$211K +1,586 New
SWP
560
Stratos Wealth Partners
Ohio
$202K -$180K -1,356 -46%
NA
561
Navellier & Associates
Nevada
$202K
TAM
562
Trust Asset Management
Texas
$202K +$210K +1,579 New
MSAM
563
Moloney Securities Asset Management
Missouri
$200K
PMG
564
ProVise Management Group
Florida
$200K
TIA
565
Tiemann Investment Advisors
California
$193K
FPS
566
Fieldpoint Private Securities
Connecticut
$190K +$1.73K +13 +0.9%
CFA
567
Carroll Financial Associates
North Carolina
$179K +$10.9K +82 +6%
VCM
568
Vigilant Capital Management
Maine
$173K
1832 Asset Management
569
1832 Asset Management
Ontario, Canada
$171K +$154K +1,159 New
SIM
570
Sentry Investment Management
Wisconsin
$161K -$24.4K -183 -13%
CA
571
Clearstead Advisors
Ohio
$143K +$35.9K +270 +32%
CMBA
572
C.M. Bidwell & Associates
Hawaii
$136K +$142K +1,065 New
APA
573
American Portfolios Advisors
New York
$131K
Loomis, Sayles & Company
574
Loomis, Sayles & Company
Massachusetts
$129K +$133 +1 +0.1%
PA
575
Parallel Advisors
California
$129K +$26.2K +197 +24%

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.