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638 hedge funds and large institutions have $14.4B invested in CarMax in 2019 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 230 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 44

9% more funds holding

Funds holding: 585638 (+53)

2% less capital invested

Capital invested by funds: $14.8B → $14.4B (-$367M)

1.77% less ownership

Funds ownership: 102.13%100.37% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

13% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 230

36% less call options, than puts

Call options by funds: $106M | Put options by funds: $166M

Holders
638
Holders Change
+53
Holders Change %
+9.06%
% of All Funds
12.57%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.67%
New
108
Increased
201
Reduced
230
Closed
44
Calls
$106M
Puts
$166M
Net Calls
-$60.2M
Net Calls Change
-$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.59B -$10M -106,660 -0.6%
Primecap Management
2
Primecap Management
California
$951M -$7.45M -79,190 -0.7%
BlackRock
3
BlackRock
New York
$940M -$6.41M -68,140 -0.6%
RCG
4
Ruane, Cunniff & Goldfarb
New York
$697M -$176M -1,873,006 -19%
Principal Financial Group
5
Principal Financial Group
Iowa
$686M -$1.39M -14,820 -0.2%
State Street
6
State Street
Massachusetts
$608M -$6.18M -65,684 -0.9%
ACM
7
AKRE Capital Management
Virginia
$592M +$43.5M +462,300 +7%
MG
8
Markel Group
Virginia
$431M
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$296M -$17.7M -188,214 -5%
N
10
Nuveen
North Carolina
$253M -$9.86M -104,831 -4%
Invesco
11
Invesco
Georgia
$247M +$16.2M +171,713 +6%
BRIM
12
Broad Run Investment Management
Virginia
$227M -$13.2M -140,849 -5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$223M -$28.6M -304,543 -11%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$221M +$24.2M +256,851 +11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$220M +$8.93M +94,957 +4%
LCOV
16
London Company of Virginia
Virginia
$199M +$7.26M +77,185 +4%
Wells Fargo
17
Wells Fargo
California
$185M +$20.7M +219,720 +12%
Brown Advisory
18
Brown Advisory
Maryland
$174M -$24.2M -257,118 -11%
Northern Trust
19
Northern Trust
Illinois
$162M -$3.88M -41,254 -2%
DC
20
Davenport & Co
Virginia
$153M +$646K +6,871 +0.4%
MAM
21
Madison Asset Management
Wisconsin
$137M +$146M +1,557,024 New
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$136M -$3.76M -39,961 -3%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$136M +$51M +541,788 +54%
Bank of America
24
Bank of America
North Carolina
$135M -$5.09M -54,070 -3%
DDC
25
DF Dent & Co
Maryland
$133M -$982K -10,437 -0.7%

KMX Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2019, worth a combined $14.4B — down 2.5% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new KMX positions and 44 closed out — a net gain of 64 holders — while 201 added to existing stakes and 230 trimmed.

The largest buyer was Truist Financial, adding an estimated $79.7M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $176M.

  • 638 institutional investors held CarMax (KMX) as of Q4 2019, up from 585 in Q3 2019.
  • Funds reported $14.4B of CarMax stock for Q4 2019, down 2.5% quarter-over-quarter.
  • 108 funds opened new CarMax positions in Q4 2019 and 44 closed out, a net change of +64 holders.
  • The largest CarMax buyer in Q4 2019 was Truist Financial, an estimated $79.7M added.
  • The largest CarMax seller in Q4 2019 was Ruane, Cunniff & Goldfarb, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2019.