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
BC
601
Bartlett & Co
Ohio
$48K
BCWM
602
Bartlett & Co Wealth Management
Ohio
$48K
ETC
603
Exchange Traded Concepts
Oklahoma
$47K -$399 -3 -0.8%
Canada Pension Plan Investment Board
604
Canada Pension Plan Investment Board
Ontario, Canada
$47K +$18.2K +137 +59%
HI
605
Harbour Investments
Wisconsin
$46K -$729K -5,476 -94%
EI
606
Ellevest Inc
New York
$39K -$5.86K -44 -13%
CT
607
Caldwell Trust
Florida
$38.4K
PWM
608
Prentice Wealth Management
New York
$37K
HFM
609
Harvest Fund Management
China
$32K
MA
610
MCF Advisors
Kentucky
$32K
PFBT
611
Parkside Financial Bank & Trust
Missouri
$32K +$4.92K +37 +18%
NC
612
NewSquare Capital
Pennsylvania
$32K +$33.3K +250 New
CH
613
Canton Hathaway
Rhode Island
$32K +$33.5K +252 New
PCG
614
Private Capital Group
Connecticut
$30K
CFN
615
Cordasco Financial Network
Florida
$28K
GAM
616
Gemmer Asset Management
California
$28K +$19.4K +146 +203%
GKWIM
617
Gerber Kawasaki Wealth & Investment Management
California
$28K +$29.5K +222 New
AIM
618
Achmea Investment Management
Netherlands
$27K -$674K -5,064 -96%
CHC
619
City Holding Co
West Virginia
$26K
SIM
620
Sonora Investment Management
Arizona
$26K
BFEC
621
Benjamin F. Edwards & Company
Missouri
$26K +$8.92K +67 +49%
MSFP
622
Mark Sheptoff Financial Planning
Connecticut
$26K +$26.6K +200 New
NFG
623
Next Financial Group
Texas
$25K +$11.6K +87 +84%
LC
624
Lindbrook Capital
California
$23K
FMP
625
Financial Management Professionals
Texas
$20K +$14K +105 +219%

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.