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716 hedge funds and large institutions have $15B invested in CarMax in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 266 increasing their positions, 233 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 2128 (+7)

29% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 68

14% more capital invested

Capital invested by funds: $13.1B → $15B (+$1.86B)

14% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 233

2% more funds holding

Funds holding: 704716 (+12)

0.82% more ownership

Funds ownership: 108.12%108.94% (+0.82%)

18% less call options, than puts

Call options by funds: $324M | Put options by funds: $397M

Holders
716
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
10.31%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
88
Increased
266
Reduced
233
Closed
68
Calls
$324M
Puts
$397M
Net Calls
-$72.8M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.57B -$2.61M -34,494 -0.2%
BlackRock
2
BlackRock
New York
$957M +$10.2M +135,466 +1%
Principal Financial Group
3
Principal Financial Group
Iowa
$838M -$7.96M -105,281 -1%
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$587M +$3.02M +39,909 +0.6%
State Street
5
State Street
Massachusetts
$540M -$6.24M -82,486 -1%
Primecap Management
6
Primecap Management
California
$481M -$4.98M -65,852 -1%
Norges Bank
7
Norges Bank
Norway
$402M +$64.9M +857,814 +23%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$400M -$1.32M -17,498 -0.4%
RCG
9
Ruane, Cunniff & Goldfarb
New York
$346M -$12M -158,828 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$312M +$7.47M +98,787 +3%
Holocene Advisors
11
Holocene Advisors
New York
$309M +$93.3M +1,233,697 +53%
Invesco
12
Invesco
Georgia
$303M +$18.6M +245,429 +8%
FMI
13
Fiduciary Management Inc
Wisconsin
$280M +$48M +634,941 +25%
Capital Research Global Investors
14
Capital Research Global Investors
California
$243M -$102M -1,354,794 -33%
ACM
15
AKRE Capital Management
Virginia
$235M -$1.88M -24,866 -0.9%
TCAM
16
Turtle Creek Asset Management
Ontario, Canada
$220M -$1.68M -22,181 -0.9%
LCOV
17
London Company of Virginia
Virginia
$214M +$2.32M +30,739 +1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$212M +$10.5M +138,302 +6%
FPA
19
First Pacific Advisors
California
$204M +$566K +7,481 +0.3%
CB
20
Cooke & Bieler
Pennsylvania
$189M -$13.4M -176,666 -8%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$170M +$1.92M +25,423 +1%
Morgan Stanley
22
Morgan Stanley
New York
$169M -$127M -1,681,622 -46%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$146M +$6.05M +80,017 +5%
GC
24
Giverny Capital
Quebec, Canada
$138M +$3.69M +48,824 +3%
TAM
25
Timucuan Asset Management
Florida
$135M +$7.87M +104,094 +7%

KMX Hedge Fund Activity: Q1 2024 in Review

716 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q1 2024, worth a combined $15B — up 14% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new KMX positions and 68 closed out — a net gain of 20 holders — while 266 added to existing stakes and 233 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $93.3M. The largest seller was Morgan Stanley, cutting an estimated $127M.

  • 716 institutional investors held CarMax (KMX) as of Q1 2024, up from 704 in Q4 2023.
  • Funds reported $15B of CarMax stock for Q1 2024, up 14% quarter-over-quarter.
  • 88 funds opened new CarMax positions in Q1 2024 and 68 closed out, a net change of +20 holders.
  • The largest CarMax buyer in Q1 2024 was Holocene Advisors, an estimated $93.3M added.
  • The largest CarMax seller in Q1 2024 was Morgan Stanley, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2024.