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690 hedge funds and large institutions have $14.7B invested in CarMax in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 252 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

6% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 237

4% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 71

1% less funds holding

Funds holding: 695690 (-5)

1.08% less ownership

Funds ownership: 102.2%101.12% (-1.1%)

8% less capital invested

Capital invested by funds: $16B → $14.7B (-$1.27B)

77% less call options, than puts

Call options by funds: $173M | Put options by funds: $743M

Holders
690
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
11.62%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.37%
New
74
Increased
252
Reduced
237
Closed
71
Calls
$173M
Puts
$743M
Net Calls
-$571M
Net Calls Change
-$521M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
601
CVA Family Office
Colorado
$28K -$15.5K -165 -35%
CT
602
Caldwell Trust
Florida
$27.1K
WT
603
Whittier Trust
California
$27K +$470 +5 +2%
MCM
604
MV Capital Management
Maryland
$27K +$19.6K +208 +234%
PFBT
605
Parkside Financial Bank & Trust
Missouri
$26K -$22.6K -240 -45%
CWM
606
Curi Wealth Management
North Carolina
$26K +$23.5K +250 +595%
AF
607
Allworth Financial
California
$24K -$1.13K -12 -4%
HFM
608
Harvest Fund Management
China
$23K
MA
609
MCF Advisors
Kentucky
$23K
NC
610
NewSquare Capital
Pennsylvania
$23K
CH
611
Canton Hathaway
Rhode Island
$23K +$23.7K +252 New
IBOK
612
Independence Bank of Kentucky
Kentucky
$21K
CFN
613
Cordasco Financial Network
Florida
$20K
Bank of Montreal
614
Bank of Montreal
Ontario, Canada
$19.2K +$3.03M +32,256 +20%
SC
615
Stephens Consulting
Michigan
$19K
CHC
616
City Holding Co
West Virginia
$18K
MSFP
617
Mark Sheptoff Financial Planning
Connecticut
$18K
GWS
618
Glassman Wealth Services
Virginia
$18K +$7.71K +82 +68%
CTC
619
Central Trust Company
Missouri
$18K +$9.4K +100 +100%
PCG
620
Private Capital Group
Connecticut
$16K -$2.82K -30 -15%
RTC
621
Riverview Trust Company
Washington
$15K -$3.29K -35 -18%
VVP
622
Venture Visionary Partners
Ohio
$12.6K +$13.1K +139 New
C
623
Covestor
United Kingdom
$12K -$2.16K -23 -15%
ZB
624
Zions Bancorporation
Utah
$12K
CCM
625
Chilton Capital Management
Texas
$12K +$12.1K +129 New

KMX Hedge Fund Activity: Q2 2022 in Review

690 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q2 2022, worth a combined $14.7B — down 8% from $16B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new KMX positions and 71 closed out — a net gain of 3 holders — while 252 added to existing stakes and 237 trimmed.

The largest buyer was First Pacific Advisors, opening a new position worth an estimated $136M. The largest seller was Caledonia Investments (Australia), cutting an estimated $199M.

  • 690 institutional investors held CarMax (KMX) as of Q2 2022, down from 695 in Q1 2022.
  • Funds reported $14.7B of CarMax stock for Q2 2022, down 8% quarter-over-quarter.
  • 74 funds opened new CarMax positions in Q2 2022 and 71 closed out, a net change of +3 holders.
  • The largest CarMax buyer in Q2 2022 was First Pacific Advisors, an estimated $136M added.
  • The largest CarMax seller in Q2 2022 was Caledonia Investments (Australia), an estimated $199M sold.

Based on aggregated 13F filings for Q2 2022.