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390 hedge funds and large institutions have $9.94B invested in CarMax in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

2% more funds holding

Funds holding: 381390 (+9)

5% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $48.9M

0.34% more ownership

Funds ownership: 94.51%94.85% (+0.34%)

3% less capital invested

Capital invested by funds: $10.2B → $9.94B (-$278M)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 159

Holders
390
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
11.32%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
51
Increased
126
Reduced
159
Closed
39
Calls
$51.3M
Puts
$48.9M
Net Calls
+$2.44M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.13B -$6.4M -130,600 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$703M +$12.5M +254,592 +2%
Primecap Management
3
Primecap Management
California
$608M -$8.84M -180,291 -1%
Wells Fargo
4
Wells Fargo
California
$493M +$67M +1,367,564 +15%
DSA
5
Davis Selected Advisers
Arizona
$455M -$3.86M -78,744 -0.8%
State Street
6
State Street
Massachusetts
$439M +$7.62M +155,335 +2%
Dodge & Cox
7
Dodge & Cox
California
$360M -$4.08M -83,150 -1%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$300M +$4.15M +84,563 +1%
BIT
9
BlackRock Institutional Trust
California
$277M -$1.87M -38,185 -0.6%
MG
10
Markel Group
Virginia
$236M -$404K -8,231 -0.2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$229M +$17.5M +356,236 +8%
TCIM
12
TIAA CREF Investment Management
New York
$203M +$997K +20,340 +0.5%
BAMCO Inc
13
BAMCO Inc
New York
$167M +$6.46M +131,793 +4%
SP
14
Sarasin & Partners
United Kingdom
$166M +$24.8M +505,222 +17%
Harris Associates
15
Harris Associates
Illinois
$164M +$986K +20,122 +0.6%
WRF
16
Waddell & Reed Financial
Kansas
$153M +$4.73M +96,524 +3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$136M -$7.22M -147,180 -5%
Northern Trust
18
Northern Trust
Illinois
$135M -$1.12M -22,753 -0.8%
BFA
19
BlackRock Fund Advisors
California
$126M +$4.95M +101,036 +4%
Principal Financial Group
20
Principal Financial Group
Iowa
$123M +$11.7M +237,799 +10%
Capital World Investors
21
Capital World Investors
California
$118M
LCOV
22
London Company of Virginia
Virginia
$118M +$27M +550,086 +28%
WM
23
WS Management
Florida
$115M +$1.4M +28,500 +1%
GGHC
24
Gilder Gagnon Howe & Co
New York
$109M -$9.53M -194,429 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$103M -$6.37M -129,931 -6%

KMX Hedge Fund Activity: Q4 2013 in Review

390 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2013, worth a combined $9.94B — down 2.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new KMX positions and 39 closed out — a net gain of 12 holders — while 126 added to existing stakes and 159 trimmed.

The largest buyer was Wells Fargo, adding an estimated $67M. The largest seller was SAC Capital Advisors, cutting an estimated $33.1M.

  • 390 institutional investors held CarMax (KMX) as of Q4 2013, up from 381 in Q3 2013.
  • Funds reported $9.94B of CarMax stock for Q4 2013, down 2.7% quarter-over-quarter.
  • 51 funds opened new CarMax positions in Q4 2013 and 39 closed out, a net change of +12 holders.
  • The largest CarMax buyer in Q4 2013 was Wells Fargo, an estimated $67M added.
  • The largest CarMax seller in Q4 2013 was SAC Capital Advisors, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2013.