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378 hedge funds and large institutions have $10.3B invested in CarMax in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3.43% more ownership

Funds ownership: 94.85%98.28% (+3.4%)

3% more capital invested

Capital invested by funds: $9.94B → $10.3B (+$310M)

1% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 142

4% less call options, than puts

Call options by funds: $44.4M | Put options by funds: $46.2M

3% less funds holding

Funds holding: 390378 (-12)

14% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 50

Holders
378
Holders Change
-12
Holders Change %
-3.08%
% of All Funds
10.92%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
43
Increased
140
Reduced
142
Closed
50
Calls
$44.4M
Puts
$46.2M
Net Calls
-$1.86M
Net Calls Change
-$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Atlanta Capital Management
Georgia
$97.8M -$143K -3,057 -0.1%
Capital World Investors
27
Capital World Investors
California
$86.6M -$30.4M -650,000 -26%
TCM
28
Tiger Consumer Management
New York
$79.4M +$79.3M +1,696,880 New
Norges Bank
29
Norges Bank
Norway
$77.9M +$975K +20,872 +1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$75.2M +$218K +4,659 +0.3%
BG
31
BlackRock Group
United Kingdom
$71.1M -$3.04M -65,143 -4%
KI
32
Kalmar Investments
Delaware
$69.9M +$21.1M +451,925 +43%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$66.8M -$796K -17,053 -1%
AC
34
Avenir Corporation
Virginia
$62.7M +$708K +15,166 +1%
FPA
35
First Pacific Advisors
California
$56.4M -$911K -19,500 -2%
Brown Advisory
36
Brown Advisory
Maryland
$54.9M +$242K +5,187 +0.4%
WF
37
Welch & Forbes
Massachusetts
$53M +$1.11M +23,855 +2%
MIH
38
Madison Investment Holdings
Wisconsin
$50.5M +$11.4M +243,238 +29%
Legal & General Group
39
Legal & General Group
United Kingdom
$46.7M +$2.71M +57,969 +6%
KIG
40
Kovitz Investment Group
Illinois
$46.7M +$2.01M +42,938 +4%
SCA
41
SAC Capital Advisors
Connecticut
$45.1M +$39.6M +847,223 +726%
FAM
42
Fenimore Asset Management
New York
$40M -$66.6K -1,425 -0.2%
Goldman Sachs
43
Goldman Sachs
New York
$37.2M -$17.3M -370,963 -32%
DDC
44
DF Dent & Co
Maryland
$35.5M +$26.2M +561,799 +287%
Deutsche Bank
45
Deutsche Bank
Germany
$34.8M +$25.5M +545,334 +275%
UBS AM
46
UBS AM
Illinois
$34.7M +$2.44M +52,286 +8%
MC
47
Maverick Capital
Texas
$34.5M +$34.5M +737,850 New
Invesco
48
Invesco
Georgia
$31.1M +$4.38M +93,776 +16%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$29.8M
TA
50
Teachers Advisors
New York
$28.9M -$13.7M -292,559 -32%

KMX Hedge Fund Activity: Q1 2014 in Review

378 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CarMax (KMX) for Q1 2014, worth a combined $10.3B — up 3.1% from $9.94B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of KMX and 43 opened new positions — a net loss of 7 holders — while 142 trimmed existing stakes and 140 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $455M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $109M sold.

  • 378 institutional investors held CarMax (KMX) as of Q1 2014, down from 390 in Q4 2013.
  • Funds reported $10.3B of CarMax stock for Q1 2014, up 3.1% quarter-over-quarter.
  • 43 funds opened new CarMax positions in Q1 2014 and 50 closed out, a net change of -7 holders.
  • The largest CarMax buyer in Q1 2014 was T. Rowe Price Associates, an estimated $455M added.
  • The largest CarMax seller in Q1 2014 was Gilder Gagnon Howe & Co, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2014.