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735 hedge funds and large institutions have $19.7B invested in CarMax in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 236 increasing their positions, 256 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 55

8% more funds holding

Funds holding: 680735 (+55)

1.05% more ownership

Funds ownership: 95.28%96.33% (+1%)

1% less capital invested

Capital invested by funds: $19.9B → $19.7B (-$132M)

8% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 256

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less call options, than puts

Call options by funds: $168M | Put options by funds: $192M

Holders
735
Holders Change
+55
Holders Change %
+8.09%
% of All Funds
11.31%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.34%
New
116
Increased
236
Reduced
256
Closed
55
Calls
$168M
Puts
$192M
Net Calls
-$24.7M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.26B -$5.26M -37,597 -0.2%
BlackRock
2
BlackRock
New York
$1.33B +$23.8M +169,902 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.17B +$16M +114,563 +1%
ACM
4
AKRE Capital Management
Virginia
$949M +$25.4M +181,090 +3%
RCG
5
Ruane, Cunniff & Goldfarb
New York
$908M -$25.9M -184,851 -3%
Primecap Management
6
Primecap Management
California
$889M -$77.2M -551,114 -7%
State Street
7
State Street
Massachusetts
$854M +$27.6M +196,926 +3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$770M +$589M +4,207,817 +246%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$592M +$5.53M +39,524 +0.9%
Invesco
10
Invesco
Georgia
$451M -$53.5M -381,935 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$380M +$11.1M +78,967 +3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$357M -$134M -955,673 -26%
LCOV
13
London Company of Virginia
Virginia
$352M -$13.8M -98,360 -4%
Bank of America
14
Bank of America
North Carolina
$309M -$23.4M -167,079 -7%
N
15
Nuveen
North Carolina
$307M -$39.6M -282,807 -11%
CIA
16
Caledonia Investments (Australia)
Australia
$300M +$64.4M +460,010 +25%
William Blair & Company
17
William Blair & Company
Illinois
$286M +$11.5M +82,170 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$246M -$54M -385,327 -17%
Northern Trust
19
Northern Trust
Illinois
$220M -$1.83M -13,060 -0.8%
Brown Advisory
20
Brown Advisory
Maryland
$214M -$15.3M -109,353 -6%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$211M -$487K -3,480 -0.2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$190M +$1.93M +13,768 +1%
DDC
23
DF Dent & Co
Maryland
$185M -$12.2M -87,047 -6%
DC
24
Davenport & Co
Virginia
$170M -$5.06M -36,129 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$155M -$1.09M -7,809 -0.7%

KMX Hedge Fund Activity: Q4 2021 in Review

735 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q4 2021, worth a combined $19.7B — down 0.67% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new KMX positions and 55 closed out — a net gain of 61 holders — while 236 added to existing stakes and 256 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $589M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 735 institutional investors held CarMax (KMX) as of Q4 2021, up from 680 in Q3 2021.
  • Funds reported $19.7B of CarMax stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 116 funds opened new CarMax positions in Q4 2021 and 55 closed out, a net change of +61 holders.
  • The largest CarMax buyer in Q4 2021 was Capital Research Global Investors, an estimated $589M added.
  • The largest CarMax seller in Q4 2021 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2021.