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381 hedge funds and large institutions have $10.2B invested in CarMax in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 121 increasing their positions, 150 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 25

9% more funds holding

Funds holding: 348381 (+33)

4% more capital invested

Capital invested by funds: $9.8B → $10.2B (+$417M)

0.22% less ownership

Funds ownership: 94.72%94.51% (-0.22%)

19% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 150

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

32% less call options, than puts

Call options by funds: $57.3M | Put options by funds: $84.3M

Holders
381
Holders Change
+33
Holders Change %
+9.48%
% of All Funds
12.35%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.36%
New
60
Increased
121
Reduced
150
Closed
25
Calls
$57.3M
Puts
$84.3M
Net Calls
-$26.9M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
176
Cornerstone Capital Management Holdings
New York
$2.66M -$20.9K -428 -0.8%
SAM
177
Shell Asset Management
Netherlands
$2.65M -$110K -2,249 -4%
Mitsubishi UFJ Asset Management
178
Mitsubishi UFJ Asset Management
Japan
$2.65M +$145K +2,958 +6%
SFP
179
Santa Fe Partners
New Mexico
$2.65M +$170K +3,478 +7%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.63M +$617K +12,619 +30%
OTPPB
181
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.63M -$7.24K -148 -0.3%
PIP
182
Perennial Investment Partners
Australia
$2.57M
OAC
183
OMERS Administration Corp
Ontario, Canada
$2.52M +$2.55M +52,100 New
Royal London Asset Management
184
Royal London Asset Management
United Kingdom
$2.51M +$43.3K +886 +2%
KFC
185
Klingenstein Fields & Co
New York
$2.45M -$2.26M -46,150 -48%
SLI
186
Sumitomo Life Insurance
Japan
$2.34M -$90.3K -1,845 -4%
LBG
187
Lloyds Banking Group
United Kingdom
$2.33M +$737K +15,075 +46%
TCP
188
TAMRO Capital Partners
Virginia
$2.26M +$339K +6,934 +17%
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.21M -$3.23K -66 -0.1%
FTI
190
Fiduciary Trust International
Massachusetts
$2.21M +$52.4K +1,071 +2%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$2.09M +$2.11M +43,186 New
GT
192
Glenmede Trust
Pennsylvania
$2M -$3.13K -64 -0.2%
PGCM
193
Prescott Group Capital Management
Oklahoma
$1.99M
ARTA
194
A.R.T. Advisors
New York
$1.98M +$2M +40,882 New
WAM
195
World Asset Management
Michigan
$1.94M -$252K -5,147 -11%
URS
196
Utah Retirement Systems
Utah
$1.94M -$19.6K -400 -1%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$1.94M +$28.8K +589 +1%
Axa
198
Axa
France
$1.88M -$2.85M -58,170 -60%
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$1.88M -$1.38M -28,200 -42%
PI
200
Placemark Investments
Illinois
$1.87M -$219K -4,482 -10%

KMX Hedge Fund Activity: Q3 2013 in Review

381 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q3 2013, worth a combined $10.2B — up 4.3% from $9.8B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new KMX positions and 25 closed out — a net gain of 35 holders — while 121 added to existing stakes and 150 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $32.1M. The largest seller was Harris Associates, cutting an estimated $84.5M.

  • 381 institutional investors held CarMax (KMX) as of Q3 2013, up from 348 in Q2 2013.
  • Funds reported $10.2B of CarMax stock for Q3 2013, up 4.3% quarter-over-quarter.
  • 60 funds opened new CarMax positions in Q3 2013 and 25 closed out, a net change of +35 holders.
  • The largest CarMax buyer in Q3 2013 was Baillie Gifford & Co, an estimated $32.1M added.
  • The largest CarMax seller in Q3 2013 was Harris Associates, an estimated $84.5M sold.

Based on aggregated 13F filings for Q3 2013.