We are live on ! Find out more

534 hedge funds and large institutions have $11B invested in CarMax in 2018 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 180 increasing their positions, 191 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

4% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 76

0% less funds holding

Funds holding: 535534 (-1)

6% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 191

1.32% less ownership

Funds ownership: 103.62%102.3% (-1.3%)

19% less capital invested

Capital invested by funds: $13.6B → $11B (-$2.55B)

54% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $91.6M

Holders
534
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.9%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.67%
New
79
Increased
180
Reduced
191
Closed
76
Calls
$42.1M
Puts
$91.6M
Net Calls
-$49.5M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Assured Investment Management
New York
$8.06M +$8.48M +128,476 New
DMIC
127
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.8M +$4.98M +75,407 +154%
PL
128
Parkwood LLC
Ohio
$7.42M +$998K +15,128 +15%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$7.24M -$1.23M -18,651 -14%
ONB
130
Old National Bancorp
Indiana
$7.18M +$64.6K +979 +0.9%
Canada Life
131
Canada Life
Manitoba, Canada
$7.01M +$18.9K +287 +0.2%
NIM
132
Needham Investment Management
New York
$6.62M -$132K -2,000 -2%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$6.47M +$50.8K +770 +0.8%
BS
134
Banco Santander
Spain
$6.22M
RJA
135
Raymond James & Associates
Florida
$6.13M -$459K -6,959 -7%
FCMC
136
Founders Capital Management (Connecticut)
Connecticut
$6.12M +$6.43M +97,488 New
RAM
137
Redmond Asset Management
Virginia
$5.78M -$57.6K -873 -0.9%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$5.7M -$940K -14,243 -14%
BCM
139
Banyan Capital Management
Georgia
$5.69M +$5.98M +90,666 New
VOYA Investment Management
140
VOYA Investment Management
Georgia
$5.66M -$64.9K -983 -1%
UCFA
141
United Capital Financial Advisors
Texas
$5.62M +$11.4K +172 +0.2%
CCA
142
Cobblestone Capital Advisors
New York
$5.46M -$81.5K -1,235 -1%
AG
143
Aperio Group
California
$5.43M -$64.6K -979 -1%
LRIC
144
Long Road Investment Counsel
Michigan
$5.37M -$13.2K -200 -0.2%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$5.25M +$153K +2,317 +3%
SL
146
SIB LLC
New York
$5.19M
GS
147
Gagnon Securities
New York
$5.19M +$827K +12,536 +18%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.16M -$4.26M -64,484 -44%
Retirement Systems of Alabama
149
Retirement Systems of Alabama
Alabama
$5.11M
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$4.9M +$6.67K +101 +0.1%

KMX Hedge Fund Activity: Q4 2018 in Review

534 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2018, worth a combined $11B — down 19% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new KMX positions and 76 closed out — a net gain of 3 holders — while 180 added to existing stakes and 191 trimmed.

The largest buyer was Makaira Partners, opening a new position worth an estimated $48.5M. The largest seller was Harris Associates, cutting an estimated $110M.

  • 534 institutional investors held CarMax (KMX) as of Q4 2018, down from 535 in Q3 2018.
  • Funds reported $11B of CarMax stock for Q4 2018, down 19% quarter-over-quarter.
  • 79 funds opened new CarMax positions in Q4 2018 and 76 closed out, a net change of +3 holders.
  • The largest CarMax buyer in Q4 2018 was Makaira Partners, an estimated $48.5M added.
  • The largest CarMax seller in Q4 2018 was Harris Associates, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2018.