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CarMax
KMX

Overview Fund Activity

732 hedge funds and large institutions have $19.7B invested in CarMax in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 235 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+56
Holders Change %
+8.28%
% of All Funds
11.31%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.34%
New
116
Increased
235
Reduced
256
Closed
54
Calls
$168M
Puts
$192M
Net Calls
-$24.7M
Net Calls Change
+$46.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$770M
2
CIA
Caledonia Investments (Australia)
Australia
$300M
3
Marshall Wace
Marshall Wace
United Kingdom
$66.6M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$29M
5
State Street
State Street
Massachusetts
$854M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$357M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
$38.1M
3
Norges Bank
Norges Bank
Norway
$100M
4
Primecap Management
Primecap Management
California
$889M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
701
Versant Capital Management
Arizona
$4K – – –
SA
702
SRH Advisors
Kansas
$4K – – –
CWA
703
Carolina Wealth Advisors
South Carolina
$4K – – –
BAM
704
Bellevue Asset Management
Washington
$4K +$118 +1 +3%
DHGWA
705
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4K +33 New
CI Investments Inc
706
CI Investments Inc
Ontario, Canada
$3K -$13.5M -90,326 -100%
BIA
707
Bell Investment Advisors
California
$3K – – –
BWM
708
Baystate Wealth Management
Massachusetts
$3K – – –
ACM
709
AUA Capital Management
Pennsylvania
$3K – – –
AF
710
Advisornet Financial
Minnesota
$3K +$3K +20 New
JFA
711
JNBA Financial Advisors
Minnesota
$3K +$3K +21 New
JWA
712
JFS Wealth Advisors
Pennsylvania
$3K +$3K +25 New
MG
713
MilWealth Group
Wisconsin
$2.48K – – –
SIS
714
Sound Income Strategies
Florida
$2K – – –
MFT
715
Moisand Fitzgerald Tamayo
Florida
$2K – – –
CWC
716
Carolinas Wealth Consulting
North Carolina
$2K – – –
SC
717
Schubert & Co
Texas
$2K +$2K +14 New
GEA
718
Glen Eagle Advisors
New Jersey
$1.3K – – –
VRS
719
Virginia Retirement Systems
Virginia
$1.08K -$4.17K -32,000 -79%
ED
720
Exane Derivatives
France
$1.04K – – –
SFCL
721
Strengthening Families & Communities LLC
Massachusetts
$1.03K +$1.03K +2,306 New
AWA
722
Aquire Wealth Advisors
Utah
$1K +$1K +5 New
CA
723
Cornerstone Advisory
Maryland
$1K +$1K +9 New
EIP
724
Ellis Investment Partners
Pennsylvania
$1K +$1K +13 New
CP
725
Castleview Partners
Texas
$328 +$328 +42,715 New
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