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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
CWM
701
Curi Wealth Management
North Carolina
$5K +$5.88K +42 New
EA
702
Evolution Advisers
Virginia
$5K +$6.02K +43 New
CWA
703
Carolina Wealth Advisors
South Carolina
$4K
EW
704
Evoke Wealth
California
$4K
SA
705
SRH Advisors
Kansas
$4K
VCM
706
Versant Capital Management
Arizona
$4K
BAM
707
Bellevue Asset Management
Washington
$4K +$140 +1 +3%
DHGWA
708
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4.62K +33 New
CI Investments Inc
709
CI Investments Inc
Ontario, Canada
$3K -$12.6M -90,326 -100%
ACM
710
AUA Capital Management
Pennsylvania
$3K
BWM
711
Baystate Wealth Management
Massachusetts
$3K
BIA
712
Bell Investment Advisors
California
$3K
AF
713
Advisornet Financial
Minnesota
$3K +$2.8K +20 New
JFA
714
JNBA Financial Advisors
Minnesota
$3K +$2.94K +21 New
JWA
715
JFS Wealth Advisors
Pennsylvania
$3K +$3.5K +25 New
MG
716
MilWealth Group
Wisconsin
$2.48K
CWC
717
Carolinas Wealth Consulting
North Carolina
$2K
MFT
718
Moisand Fitzgerald Tamayo
Florida
$2K
SIS
719
Sound Income Strategies
Florida
$2K
SC
720
Schubert & Co
Texas
$2K +$1.96K +14 New
GEA
721
Glen Eagle Advisors
New Jersey
$1.3K
VRS
722
Virginia Retirement Systems
Virginia
$1.08K -$4.48M -32,000 -79%
ED
723
Exane Derivatives
France
$1.04K
SFCL
724
Strengthening Families & Communities LLC
Massachusetts
$1.03K +$323K +2,306 New
AWA
725
Aquire Wealth Advisors
Utah
$1K +$700 +5 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.