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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
C
676
Covestor
United Kingdom
$12K +$12.3K +88 New
CT
677
Cambridge Trust
Massachusetts
$12K +$12.6K +90 New
SWA
678
Sutton Wealth Advisors
Florida
$10.7K -$980 -7 -8%
ACM
679
Absolute Capital Management
Pennsylvania
$10.3K +$11.1K +79 New
MP
680
McDonald Partners
Ohio
$10.3K +$11.1K +79 New
ZB
681
Zions Bancorporation
Utah
$10K -$140 -1 -1%
ARMC
682
American Research & Management Company
Massachusetts
$10K
MFAM
683
Motley Fool Asset Management
Virginia
$10K +$10.6K +76 New
CWS
684
Confluence Wealth Services
Pennsylvania
$10K +$11.8K +84 New
WPA
685
West Paces Advisors
Georgia
$9.77K
GAM
686
Gemmer Asset Management
California
$9K -$20.4K -146 -67%
TWA
687
TCI Wealth Advisors
Arizona
$9K
Jones Financial Companies
688
Jones Financial Companies
Missouri
$9K +$10.1K +72 New
BWM
689
BerganKDV Wealth Management
Minnesota
$8K
NIC
690
Northwest Investment Counselors
Oregon
$8K +$8.82K +63 New
CWM
691
Cranbrook Wealth Management
Michigan
$7K -$2.1K -15 -22%
TFO
692
Tarbox Family Office
California
$7K
WT
693
Whittier Trust
California
$7K
MCM
694
MV Capital Management
Maryland
$7K +$420 +3 +6%
FMP
695
Financial Management Professionals
Texas
$6K -$14.7K -105 -69%
NFSG
696
Newbridge Financial Services Group
Florida
$5K -$56K -400 -91%
CFD
697
Creative Financial Designs
Indiana
$5K -$16.1K -115 -76%
BA
698
Bellwether Advisors
Nebraska
$5K
PWMG
699
Prestige Wealth Management Group
New Jersey
$5K
PMFA
700
Plante Moran Financial Advisors
Michigan
$5K +$5.6K +40 New

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.