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682 hedge funds and large institutions have $11.9B invested in CarMax in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 239 increasing their positions, 254 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.86% more ownership

Funds ownership: 104.95%105.82% (+0.86%)

6% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 254

3% less funds holding

Funds holding: 704682 (-22)

15% less capital invested

Capital invested by funds: $13.9B → $11.9B (-$2.03B)

20% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 75

26% less funds holding in top 10

Funds holding in top 10: 2720 (-7)

49% less call options, than puts

Call options by funds: $223M | Put options by funds: $434M

Holders
682
Holders Change
-22
Holders Change %
-3.13%
% of All Funds
10.82%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.32%
New
60
Increased
239
Reduced
254
Closed
75
Calls
$223M
Puts
$434M
Net Calls
-$211M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.26B -$10.2M -124,810 -0.7%
BlackRock
2
BlackRock
New York
$753M +$2.82M +34,453 +0.3%
Principal Financial Group
3
Principal Financial Group
Iowa
$699M -$11.2M -136,652 -1%
State Street
4
State Street
Massachusetts
$431M -$10.3M -125,967 -2%
Primecap Management
5
Primecap Management
California
$404M -$8.99M -109,810 -2%
RCG
6
Ruane, Cunniff & Goldfarb
New York
$394M -$38.1M -464,864 -8%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$392M +$17.2M +210,440 +4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$324M +$642K +7,845 +0.2%
Capital Research Global Investors
9
Capital Research Global Investors
California
$294M -$124M -1,514,512 -27%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$254M -$73.6M -899,336 -20%
Norges Bank
11
Norges Bank
Norway
$250M +$51.7M +631,503 +22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$240M +$5.17M +63,154 +2%
Invesco
13
Invesco
Georgia
$208M +$7.25M +88,488 +3%
FMI
14
Fiduciary Management Inc
Wisconsin
$197M -$10.8M -132,208 -5%
ACM
15
AKRE Capital Management
Virginia
$193M -$9.61M -117,344 -4%
TCAM
16
Turtle Creek Asset Management
Ontario, Canada
$174M +$12.6M +154,400 +7%
LCOV
17
London Company of Virginia
Virginia
$172M +$86.4K +1,055 +0%
FPA
18
First Pacific Advisors
California
$163M -$1.82M -22,194 -1%
CB
19
Cooke & Bieler
Pennsylvania
$161M -$2.65M -32,306 -1%
Goldman Sachs
20
Goldman Sachs
New York
$131M +$14.5M +177,001 +11%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$125M -$1.77M -21,667 -1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$115M +$2.37M +28,942 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$114M +$70.6M +862,708 +116%
Holocene Advisors
24
Holocene Advisors
New York
$113M +$131M +1,601,829 New
Northern Trust
25
Northern Trust
Illinois
$111M +$4M +48,879 +3%

KMX Hedge Fund Activity: Q3 2023 in Review

682 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q3 2023, worth a combined $11.9B — down 15% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of KMX and 60 opened new positions — a net loss of 15 holders — while 254 trimmed existing stakes and 239 added.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $131M. The largest seller was Capital Research Global Investors, cutting an estimated $124M.

  • 682 institutional investors held CarMax (KMX) as of Q3 2023, down from 704 in Q2 2023.
  • Funds reported $11.9B of CarMax stock for Q3 2023, down 15% quarter-over-quarter.
  • 60 funds opened new CarMax positions in Q3 2023 and 75 closed out, a net change of -15 holders.
  • The largest CarMax buyer in Q3 2023 was Holocene Advisors, an estimated $131M added.
  • The largest CarMax seller in Q3 2023 was Capital Research Global Investors, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2023.