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509 hedge funds and large institutions have $11.6B invested in CarMax in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 195 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $105M | Put options by funds: $67.8M

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

2.29% more ownership

Funds ownership: 101.29%103.58% (+2.3%)

1% less capital invested

Capital invested by funds: $11.7B → $11.6B (-$143M)

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 516509 (-7)

13% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 195

Holders
509
Holders Change
-7
Holders Change %
-1.36%
% of All Funds
11.67%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.44%
New
64
Increased
169
Reduced
195
Closed
65
Calls
$105M
Puts
$67.8M
Net Calls
+$37.2M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B -$13.7M -209,586 -1%
Primecap Management
2
Primecap Management
California
$814M -$58.9M -900,552 -6%
RCG
3
Ruane, Cunniff & Goldfarb
New York
$725M +$348M +5,321,043 +80%
BlackRock
4
BlackRock
New York
$688M -$10.3M -158,023 -1%
Principal Financial Group
5
Principal Financial Group
Iowa
$598M +$26.3M +402,543 +4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$440M +$20.4M +312,642 +5%
State Street
7
State Street
Massachusetts
$438M -$23.3M -357,038 -5%
Harris Associates
8
Harris Associates
Illinois
$363M -$39.3M -601,897 -9%
ACM
9
AKRE Capital Management
Virginia
$320M +$540K +8,256 +0.2%
SA
10
SQ Advisors
Florida
$306M +$323M +4,948,201 New
MG
11
Markel Group
Virginia
$304M
Wellington Management Group
12
Wellington Management Group
Massachusetts
$278M +$11.5M +176,656 +4%
O
13
OppenheimerFunds
New York
$257M +$19.5M +298,982 +8%
BRIM
14
Broad Run Investment Management
Virginia
$214M +$5.88M +89,982 +3%
LCOV
15
London Company of Virginia
Virginia
$174M -$13.5M -206,254 -7%
Brown Advisory
16
Brown Advisory
Maryland
$161M +$17.4M +266,558 +11%
Invesco
17
Invesco
Georgia
$149M +$9.8M +149,981 +7%
TCIM
18
TIAA CREF Investment Management
New York
$148M +$6.64M +101,627 +4%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M -$240K -3,664 -0.2%
DC
20
Davenport & Co
Virginia
$129M +$6.81M +104,184 +5%
Northern Trust
21
Northern Trust
Illinois
$122M -$4.12M -63,002 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$120M +$5.77M +88,333 +5%
Goldman Sachs
23
Goldman Sachs
New York
$115M +$37M +566,331 +44%
DDC
24
DF Dent & Co
Maryland
$106M +$9.07M +138,810 +9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$80.7M -$5.79M -88,504 -6%

KMX Hedge Fund Activity: Q1 2018 in Review

509 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q1 2018, worth a combined $11.6B — down 1.2% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of KMX and 64 opened new positions — a net loss of 1 holder — while 195 trimmed existing stakes and 169 added.

The largest buyer was Ruane, Cunniff & Goldfarb, adding an estimated $348M. The largest seller was Baillie Gifford & Co, cutting an estimated $106M.

  • 509 institutional investors held CarMax (KMX) as of Q1 2018, down from 516 in Q4 2017.
  • Funds reported $11.6B of CarMax stock for Q1 2018, down 1.2% quarter-over-quarter.
  • 64 funds opened new CarMax positions in Q1 2018 and 65 closed out, a net change of -1 holder.
  • The largest CarMax buyer in Q1 2018 was Ruane, Cunniff & Goldfarb, an estimated $348M added.
  • The largest CarMax seller in Q1 2018 was Baillie Gifford & Co, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2018.