Sanmina
SANM
273 hedge funds and large institutions have $2.24B invested in Sanmina in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 115 reducing their positions, and 22 closing their positions.
230% more call options, than puts
Call options by funds: $1.31M | Put options by funds: $399K
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
2% more funds holding
Funds holding: 267 → 273 (+6)
0.71% more ownership
Funds ownership: 89.65% → 90.36% (+0.71%)
3% less capital invested
Capital invested by funds: $2.3B → $2.24B (-$61.8M)
29% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 115
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$22.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$19.8M |
| 3 |
Morgan Stanley
New York
|
+$11.3M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$10.4M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$31.5M |
| 2 |
DnB Asset Management
Oslo,
Norway
|
-$28.7M |
| 3 |
DSC
Donald Smith & Co
New York
|
-$12.9M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$11.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$10.3M |
SANM Hedge Fund Activity: Q2 2022 in Review
273 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q2 2022, worth a combined $2.24B — down 2.7% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SANM positions and 22 closed out — a net gain of 13 holders — while 82 added to existing stakes and 115 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $22.9M. The largest seller was Wasatch Advisors, cutting an estimated $31.5M.
- 273 institutional investors held Sanmina (SANM) as of Q2 2022, up from 267 in Q1 2022.
- Funds reported $2.24B of Sanmina stock for Q2 2022, down 2.7% quarter-over-quarter.
- 35 funds opened new Sanmina positions in Q2 2022 and 22 closed out, a net change of +13 holders.
- The largest Sanmina buyer in Q2 2022 was Goldman Sachs, an estimated $22.9M added.
- The largest Sanmina seller in Q2 2022 was Wasatch Advisors, an estimated $31.5M sold.
Based on aggregated 13F filings for Q2 2022.