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CarMax
KMX

Overview Fund Activity

699 hedge funds and large institutions have $13.1B invested in CarMax in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 231 increasing their positions, 274 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+21
Holders Change %
+3.1%
% of All Funds
10.25%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
93
Increased
231
Reduced
274
Closed
64
Calls
$306M
Puts
$425M
Net Calls
-$119M
Net Calls Change
+$92M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$278M
2
MIS
Morningstar Investment Services
Illinois
$212M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$514M
4
Holocene Advisors
Holocene Advisors
New York
$178M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$56M

Top Sellers

1
RCG
Ruane, Cunniff & Goldfarb
New York
$317M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$176M
3
Citadel Advisors
Citadel Advisors
Florida
$23.6M
4
Goldman Sachs
Goldman Sachs
New York
$72.4M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
676
SJS Investment Consulting
Ohio
$1.92K -$384 -5 -17%
FCA
677
FinTrust Capital Advisors
South Carolina
$1.71K – – –
S
678
Sachetta
Massachusetts
$1.69K +$1.69K +22 New
BWM
679
Baystate Wealth Management
Massachusetts
$1.54K – – –
RS
680
Rakuten Securities
Japan
$1.54K +$1.54K +20 New
DPW
681
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$1.54K +20 New
VAG
682
VisionPoint Advisory Group
Texas
$1.46K +$1.46K +19 New
VWM
683
Venturi Wealth Management
Texas
$1.38K -$153K -1,995 -99%
QC
684
Quent Capital
New York
$1.38K – – –
BIA
685
Bell Investment Advisors
California
$1.23K – – –
GKIM
686
GW&K Investment Management
Massachusetts
$1K -$375 -6 -27%
AWM
687
Abound Wealth Management
Tennessee
$998 – – –
HCP
688
Hexagon Capital Partners
Arkansas
$921 +$461 +6 +100%
AA
689
Ancora Advisors
Ohio
$898 – – –
Kayne Anderson Rudnick Investment Management
690
Kayne Anderson Rudnick Investment Management
California
$767 +$767 +10 New
CFO
691
CVA Family Office
Colorado
$767 +$767 +10 New
DF
692
Dunhill Financial
United Kingdom
$753 +$753 +10 New
TWD
693
True Wealth Design
Ohio
$384 – – –
PO
694
Private Ocean
California
$230 – – –
VWA
695
Valued Wealth Advisors
Utah
$213 +$213 +3 New
JFGIW
696
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154 +$154 +2 New
WA
697
WestEnd Advisors
North Carolina
$77 – – –
SWA
698
SOA Wealth Advisors
New York
$77 – – –
DWM
699
Dogwood Wealth Management
Kansas
$2 – – –
Los Angeles Capital Management
700
Los Angeles Capital Management
California
– -$42.7M -603,659 Closed
26 27
28
29 30