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457 hedge funds and large institutions have $12.9B invested in CarMax in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $600M | Put options by funds: $230M

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

8% more capital invested

Capital invested by funds: $11.9B → $12.9B (+$1.01B)

2.46% more ownership

Funds ownership: 107.07%109.53% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 168

2% less funds holding

Funds holding: 468457 (-11)

15% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 53

Holders
457
Holders Change
-11
Holders Change %
-2.35%
% of All Funds
11.39%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
45
Increased
171
Reduced
168
Closed
53
Calls
$600M
Puts
$230M
Net Calls
+$370M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
101
Morningstar Investment Services
Illinois
$12.6M +$2.1M +34,762 +21%
Allianz Asset Management
102
Allianz Asset Management
Germany
$12.5M +$617K +10,217 +5%
CC
103
Cannell & Co
New York
$12.1M -$379K -6,270 -3%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$11.7M -$453K -7,491 -4%
OCP
105
Oakcliff Capital Partners
New York
$10.7M
BGIM
106
Brandywine Global Investment Management
Pennsylvania
$10.6M +$19.3K +319 +0.2%
First Manhattan
107
First Manhattan
New York
$10.5M +$1.71M +28,250 +21%
LA
108
LFL Advisers
Illinois
$10.4M
CCM
109
Check Capital Management
California
$10.2M -$105K -1,740 -1%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$10.1M -$105K -1,745 -1%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$10M +$1.99M +32,910 +26%
Morgan Stanley
112
Morgan Stanley
New York
$9.9M -$18.1M -299,214 -66%
Canada Life
113
Canada Life
Manitoba, Canada
$8.91M -$458K -7,577 -5%
NC
114
Nicholas Company
Wisconsin
$8.11M -$203K -3,360 -3%
IECM
115
Intrinsic Edge Capital Management
Illinois
$7.99M +$7.66M +126,730 New
IP
116
Interval Partners
New York
$7.86M +$7.53M +124,683 New
Renaissance Technologies
117
Renaissance Technologies
New York
$7.78M +$7.45M +123,400 New
NIM
118
Needham Investment Management
New York
$7.6M -$211K -3,500 -3%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$7.58M -$351K -5,805 -5%
Aviva
120
Aviva
United Kingdom
$7.39M +$41.7K +690 +0.6%
Citigroup
121
Citigroup
New York
$7.33M +$6.43M +106,459 +1,091%
JP Morgan Chase
122
JP Morgan Chase
New York
$7.33M -$3.12M -51,660 -31%
LC
123
Loews Corp
New York
$7.32M +$1.21M +20,000 +21%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$7.29M +$275K +4,554 +4%
First Trust Advisors
125
First Trust Advisors
Illinois
$6.73M -$718K -11,883 -10%

KMX Hedge Fund Activity: Q2 2017 in Review

457 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q2 2017, worth a combined $12.9B — up 8.5% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KMX and 45 opened new positions — a net loss of 8 holders — while 168 trimmed existing stakes and 171 added.

The largest buyer was Nordea Investment Management, adding an estimated $115M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $79.2M sold.

  • 457 institutional investors held CarMax (KMX) as of Q2 2017, down from 468 in Q1 2017.
  • Funds reported $12.9B of CarMax stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 45 funds opened new CarMax positions in Q2 2017 and 53 closed out, a net change of -8 holders.
  • The largest CarMax buyer in Q2 2017 was Nordea Investment Management, an estimated $115M added.
  • The largest CarMax seller in Q2 2017 was Alyeska Investment Group, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2017.