We are live on ! Find out more

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
AB
176
Amalgamated Bank
New York
$5.66M -$196K -1,402 -3%
HIC
177
Harvey Investment Company
Kentucky
$5.61M -$182K -1,300 -3%
SOADOR
178
State of Alaska Department of Revenue
Alaska
$5.46M +$220K +1,570 +4%
Korea Investment Corp
179
Korea Investment Corp
South Korea
$5.43M -$2.9M -20,700 -33%
FAF
180
Fjarde Ap-fonden
Sweden
$5.43M -$882K -6,300 -13%
SOMRS
181
State of Michigan Retirement System
Michigan
$5.32M -$14K -100 -0.2%
PFPT
182
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.31M +$58.8K +420 +1%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$5.3M -$3.82M -27,314 -40%
SSWM
184
Sheets Smith Wealth Management
North Carolina
$5.24M +$280K +2,000 +5%
OAG
185
Orbis Allan Gray
Bermuda
$5.09M -$1.45M -10,331 -21%
GF
186
Gabelli Funds
New York
$5.01M +$70K +500 +1%
AOWM
187
Alpha Omega Wealth Management
Virginia
$5.01M -$20.6K -147 -0.3%
MCWS
188
McKinley Carter Wealth Services
West Virginia
$4.95M -$8.12K -58 -0.2%
RAM
189
Redmond Asset Management
Virginia
$4.94M +$208K +1,486 +4%
LOPW
190
Live Oak Private Wealth
North Carolina
$4.93M +$12.6K +90 +0.2%
SAM
191
Storebrand Asset Management
Norway
$4.92M +$283K +2,019 +6%
LCM
192
Logan Capital Management
Pennsylvania
$4.92M +$182K +1,299 +4%
NB
193
Northwest Bancshares
Pennsylvania
$4.7M -$185K -1,318 -4%
UIM
194
USS Investment Management
United Kingdom
$4.67M
MIM
195
MetLife Investment Management
New Jersey
$4.66M -$138K -984 -3%
MA
196
Montag & Associates
Georgia
$4.65M -$406K -2,900 -8%
Nomura Asset Management
197
Nomura Asset Management
Japan
$4.55M +$317K +2,264 +7%
US Bancorp
198
US Bancorp
Minnesota
$4.54M +$89.2K +637 +2%
GWM
199
Graybill Wealth Management
Illinois
$4.43M +$103K +738 +2%
PGCM
200
Prescott Group Capital Management
Oklahoma
$4.43M -$840K -6,000 -15%

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.