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671 hedge funds and large institutions have $11B invested in CarMax in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 258 increasing their positions, 216 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 66

19% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 216

7% more capital invested

Capital invested by funds: $10.3B → $11B (+$695M)

2% more funds holding

Funds holding: 657671 (+14)

0.09% less ownership

Funds ownership: 108.53%108.44% (-0.09%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

68% less call options, than puts

Call options by funds: $261M | Put options by funds: $807M

Holders
671
Holders Change
+14
Holders Change %
+2.13%
% of All Funds
10.69%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
93
Increased
258
Reduced
216
Closed
66
Calls
$261M
Puts
$807M
Net Calls
-$547M
Net Calls Change
-$429M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.16B +$12.4M +185,975 +1%
BlackRock
2
BlackRock
New York
$684M +$12.3M +184,104 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$661M -$10.7M -159,469 -2%
RCG
4
Ruane, Cunniff & Goldfarb
New York
$394M -$9.25M -138,257 -2%
State Street
5
State Street
Massachusetts
$387M +$1.39M +20,725 +0.3%
Primecap Management
6
Primecap Management
California
$382M -$2.36M -35,220 -0.6%
Capital Research Global Investors
7
Capital Research Global Investors
California
$357M -$163M -2,436,856 -30%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$344M -$1.89M -28,198 -0.5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$328M -$12M -179,908 -3%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$292M -$142K -2,126 -0%
Invesco
11
Invesco
Georgia
$223M +$1.46M +21,875 +0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$210M +$4.63M +69,196 +2%
FMI
13
Fiduciary Management Inc
Wisconsin
$206M -$5.51M -82,278 -2%
ACM
14
AKRE Capital Management
Virginia
$199M -$147M -2,192,556 -41%
TCAM
15
Turtle Creek Asset Management
Ontario, Canada
$198M +$10.4M +155,700 +5%
LCOV
16
London Company of Virginia
Virginia
$163M -$446K -6,661 -0.3%
FPA
17
First Pacific Advisors
California
$152M -$61.8K -923 -0%
CB
18
Cooke & Bieler
Pennsylvania
$151M -$3.23M -48,250 -2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$133M +$5.09M +75,999 +4%
DDC
20
DF Dent & Co
Maryland
$127M -$408K -6,100 -0.3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$115M -$964K -14,400 -0.8%
Norges Bank
22
Norges Bank
Norway
$111M +$6.13M +91,613 +6%
Bank of America
23
Bank of America
North Carolina
$104M +$2.62M +39,158 +2%
Northern Trust
24
Northern Trust
Illinois
$103M -$582K -8,698 -0.5%
Brown Advisory
25
Brown Advisory
Maryland
$95.8M -$1.68M -25,088 -2%

KMX Hedge Fund Activity: Q1 2023 in Review

671 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q1 2023, worth a combined $11B — up 6.7% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new KMX positions and 66 closed out — a net gain of 27 holders — while 258 added to existing stakes and 216 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $53.8M. The largest seller was Capital Research Global Investors, cutting an estimated $163M.

  • 671 institutional investors held CarMax (KMX) as of Q1 2023, up from 657 in Q4 2022.
  • Funds reported $11B of CarMax stock for Q1 2023, up 6.7% quarter-over-quarter.
  • 93 funds opened new CarMax positions in Q1 2023 and 66 closed out, a net change of +27 holders.
  • The largest CarMax buyer in Q1 2023 was Goldman Sachs, an estimated $53.8M added.
  • The largest CarMax seller in Q1 2023 was Capital Research Global Investors, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.