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680 hedge funds and large institutions have $19.9B invested in CarMax in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 236 increasing their positions, 231 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 50

2% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 231

0% more funds holding

Funds holding: 677680 (+3)

2% less capital invested

Capital invested by funds: $20.3B → $19.9B (-$416M)

1.21% less ownership

Funds ownership: 96.5%95.28% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

26% less call options, than puts

Call options by funds: $198M | Put options by funds: $269M

Holders
680
Holders Change
+3
Holders Change %
+0.44%
% of All Funds
11.9%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.42%
New
63
Increased
236
Reduced
231
Closed
50
Calls
$198M
Puts
$269M
Net Calls
-$71M
Net Calls Change
-$89.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.23B +$10.9M +82,025 +0.5%
BlackRock
2
BlackRock
New York
$1.28B -$26.9M -202,302 -2%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.14B -$48.9M -367,565 -4%
Primecap Management
4
Primecap Management
California
$944M -$29.5M -221,581 -3%
RCG
5
Ruane, Cunniff & Goldfarb
New York
$915M +$57M +427,946 +6%
ACM
6
AKRE Capital Management
Virginia
$910M -$536K -4,025 -0.1%
State Street
7
State Street
Massachusetts
$814M -$6.79M -51,052 -0.8%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$577M +$19.5M +146,763 +3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$527M +$99.1M +745,024 +22%
Invesco
10
Invesco
Georgia
$492M -$33.2M -249,491 -6%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$473M -$60.1M -451,346 -11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$363M +$5.45M +40,938 +1%
LCOV
13
London Company of Virginia
Virginia
$358M -$32.1M -240,857 -8%
N
14
Nuveen
North Carolina
$338M -$33.9M -254,378 -9%
Bank of America
15
Bank of America
North Carolina
$325M -$9.51M -71,472 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$291M -$109M -819,477 -26%
William Blair & Company
17
William Blair & Company
Illinois
$270M +$4.96M +37,289 +2%
CIA
18
Caledonia Investments (Australia)
Australia
$236M -$11.1M -83,240 -4%
Brown Advisory
19
Brown Advisory
Maryland
$224M -$1.09M -8,178 -0.5%
Capital Research Global Investors
20
Capital Research Global Investors
California
$219M -$44.7K -336 -0%
Northern Trust
21
Northern Trust
Illinois
$218M -$1.73M -12,995 -0.8%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$208M +$934K +7,021 +0.4%
DDC
23
DF Dent & Co
Maryland
$193M +$4.56M +34,250 +2%
Norges Bank
24
Norges Bank
Norway
$188M -$22.3M -167,368 -10%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$185M +$2.32M +17,461 +1%

KMX Hedge Fund Activity: Q3 2021 in Review

680 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q3 2021, worth a combined $19.9B — down 2% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new KMX positions and 50 closed out — a net gain of 13 holders — while 236 added to existing stakes and 231 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $99.1M. The largest seller was JP Morgan Chase, cutting an estimated $109M.

  • 680 institutional investors held CarMax (KMX) as of Q3 2021, up from 677 in Q2 2021.
  • Funds reported $19.9B of CarMax stock for Q3 2021, down 2% quarter-over-quarter.
  • 63 funds opened new CarMax positions in Q3 2021 and 50 closed out, a net change of +13 holders.
  • The largest CarMax buyer in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $99.1M added.
  • The largest CarMax seller in Q3 2021 was JP Morgan Chase, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2021.