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735 hedge funds and large institutions have $19.7B invested in CarMax in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 236 increasing their positions, 256 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 55

8% more funds holding

Funds holding: 680735 (+55)

1.05% more ownership

Funds ownership: 95.28%96.33% (+1%)

1% less capital invested

Capital invested by funds: $19.9B → $19.7B (-$132M)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 256

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less call options, than puts

Call options by funds: $168M | Put options by funds: $192M

Holders
735
Holders Change
+55
Holders Change %
+8.09%
% of All Funds
11.31%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.34%
New
116
Increased
236
Reduced
256
Closed
55
Calls
$168M
Puts
$192M
Net Calls
-$24.7M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T
626
TOBAM
France
$72K
SWM
627
Sugarloaf Wealth Management
Georgia
$65K
FFC
628
First Financial Corp
Indiana
$60K
CWP
629
Concord Wealth Partners
Virginia
$60K +$11.5K +82 +22%
SIC
630
Salem Investment Counselors
North Carolina
$59K
WTA
631
Washington Trust Advisors
Massachusetts
$57K +$61.6K +440 New
CA
632
CoreCap Advisors
Michigan
$53K +$56.6K +404 New
BFEC
633
Benjamin F. Edwards & Company
Missouri
$51K +$25.6K +183 +89%
SCA
634
Snowden Capital Advisors
New York
$47K -$587K -4,194 -92%
KCM
635
KRS Capital Management
Michigan
$47K +$51.1K +365 New
EI
636
Ellevest Inc
New York
$45K +$5.32K +38 +12%
EWA
637
EverSource Wealth Advisors
Alabama
$43K +$46.1K +329 New
SFM
638
Signet Financial Management
New Jersey
$42K +$45.5K +325 New
CT
639
Caldwell Trust
Florida
$39.1K
DZ Bank
640
DZ Bank
Germany
$38.3K +$41.9K +299 New
NFG
641
Next Financial Group
Texas
$38K +$13.9K +99 +52%
TCWA
642
Ten Capital Wealth Advisors
Washington
$36K +$39.1K +279 New
CH
643
Canton Hathaway
Rhode Island
$33K
NC
644
NewSquare Capital
Pennsylvania
$33K
PFBT
645
Parkside Financial Bank & Trust
Missouri
$33K +$420 +3 +1%
HFM
646
Harvest Fund Management
China
$32K
PCG
647
Private Capital Group
Connecticut
$31K
CFN
648
Cordasco Financial Network
Florida
$28K
SC
649
Stephens Consulting
Michigan
$27.3K +$29.4K +210 New
AIM
650
Achmea Investment Management
Netherlands
$26K

KMX Hedge Fund Activity: Q4 2021 in Review

735 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2021, worth a combined $19.7B — down 0.67% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new KMX positions and 55 closed out — a net gain of 61 holders — while 236 added to existing stakes and 256 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $589M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 735 institutional investors held CarMax (KMX) as of Q4 2021, up from 680 in Q3 2021.
  • Funds reported $19.7B of CarMax stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 116 funds opened new CarMax positions in Q4 2021 and 55 closed out, a net change of +61 holders.
  • The largest CarMax buyer in Q4 2021 was Capital Research Global Investors, an estimated $589M added.
  • The largest CarMax seller in Q4 2021 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2021.