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561 hedge funds and large institutions have $12.3B invested in CarMax in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 51

12% more capital invested

Capital invested by funds: $11B → $12.3B (+$1.3B)

5% more funds holding

Funds holding: 533561 (+28)

1.48% more ownership

Funds ownership: 102.3%103.78% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 187

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

45% less call options, than puts

Call options by funds: $139M | Put options by funds: $253M

Holders
561
Holders Change
+28
Holders Change %
+5.25%
% of All Funds
12.14%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
83
Increased
204
Reduced
187
Closed
51
Calls
$139M
Puts
$253M
Net Calls
-$114M
Net Calls Change
-$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.26B -$1.95M -31,642 -0.2%
Primecap Management
2
Primecap Management
California
$839M -$2.61M -42,290 -0.4%
RCG
3
Ruane, Cunniff & Goldfarb
New York
$800M -$9.93M -161,059 -1%
BlackRock
4
BlackRock
New York
$748M -$16.3M -265,085 -2%
Principal Financial Group
5
Principal Financial Group
Iowa
$572M -$35.9M -583,036 -7%
State Street
6
State Street
Massachusetts
$504M +$7.48M +121,313 +2%
ACM
7
AKRE Capital Management
Virginia
$424M +$18.5M +300,800 +5%
MG
8
Markel Group
Virginia
$343M
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$251M -$182M -2,949,633 -45%
BRIM
10
Broad Run Investment Management
Virginia
$237M -$10.8M -175,625 -5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$213M -$45.6M -740,183 -20%
Invesco
12
Invesco
Georgia
$199M +$12M +194,079 +7%
TCIM
13
TIAA CREF Investment Management
New York
$190M +$65.6M +1,064,420 +64%
LCOV
14
London Company of Virginia
Virginia
$179M +$755K +12,257 +0.5%
Brown Advisory
15
Brown Advisory
Maryland
$176M -$1.49M -24,127 -0.9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$160M +$6.08M +98,708 +5%
SA
17
SQ Advisors
Florida
$149M -$151M -2,443,304 -53%
Northern Trust
18
Northern Trust
Illinois
$136M -$797K -12,937 -0.7%
DDC
19
DF Dent & Co
Maryland
$135M +$5.05M +81,980 +4%
DC
20
Davenport & Co
Virginia
$127M +$4.41M +71,493 +4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$113M +$6.67M +108,224 +7%
MIH
22
Madison Investment Holdings
Wisconsin
$105M +$10.8M +175,929 +13%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$103M +$27.2M +441,917 +43%
PCM
24
Palestra Capital Management
New York
$100M +$88.4M +1,434,682 New
Bank of America
25
Bank of America
North Carolina
$99.9M +$3.09M +50,117 +4%

KMX Hedge Fund Activity: Q1 2019 in Review

561 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q1 2019, worth a combined $12.3B — up 12% from $11B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new KMX positions and 51 closed out — a net gain of 32 holders — while 204 added to existing stakes and 187 trimmed.

The largest buyer was Palestra Capital Management, opening a new position worth an estimated $88.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $182M.

  • 561 institutional investors held CarMax (KMX) as of Q1 2019, up from 533 in Q4 2018.
  • Funds reported $12.3B of CarMax stock for Q1 2019, up 12% quarter-over-quarter.
  • 83 funds opened new CarMax positions in Q1 2019 and 51 closed out, a net change of +32 holders.
  • The largest CarMax buyer in Q1 2019 was Palestra Capital Management, an estimated $88.4M added.
  • The largest CarMax seller in Q1 2019 was T. Rowe Price Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q1 2019.