Sanmina
SANM
313 hedge funds and large institutions have $3.59B invested in Sanmina in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 21 closing their positions.
138% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 21
33% more call options, than puts
Call options by funds: $3.98M | Put options by funds: $3M
10% more funds holding
Funds holding: 285 → 313 (+28)
1.25% more ownership
Funds ownership: 94.99% → 96.24% (+1.3%)
3% more capital invested
Capital invested by funds: $3.49B → $3.59B (+$104M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
35% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$26.2M |
| 2 |
JP Morgan Chase
New York
|
+$25.3M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$22.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$19.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$48.4M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$24.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.5M |
| 4 |
D.E. Shaw & Co
New York
|
-$14.1M |
| 5 |
BlackRock
New York
|
-$12.1M |
SANM Hedge Fund Activity: Q3 2024 in Review
313 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q3 2024, worth a combined $3.59B — up 3% from $3.49B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SANM positions and 21 closed out — a net gain of 29 holders — while 84 added to existing stakes and 129 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $26.2M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $48.4M.
- 313 institutional investors held Sanmina (SANM) as of Q3 2024, up from 285 in Q2 2024.
- Funds reported $3.59B of Sanmina stock for Q3 2024, up 3% quarter-over-quarter.
- 50 funds opened new Sanmina positions in Q3 2024 and 21 closed out, a net change of +29 holders.
- The largest Sanmina buyer in Q3 2024 was William Blair Investment Management, an estimated $26.2M added.
- The largest Sanmina seller in Q3 2024 was Fuller & Thaler Asset Management, an estimated $48.4M sold.
Based on aggregated 13F filings for Q3 2024.