Sanmina
SANM
291 hedge funds and large institutions have $2.47B invested in Sanmina in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 121 reducing their positions, and 21 closing their positions.
100% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 21
10% more capital invested
Capital invested by funds: $2.24B → $2.47B (+$232M)
7% more funds holding
Funds holding: 273 → 291 (+18)
2.33% more ownership
Funds ownership: 90.36% → 92.69% (+2.3%)
8% less call options, than puts
Call options by funds: $967K | Put options by funds: $1.05M
29% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$29.4M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$17.7M |
| 3 |
Renaissance Technologies
New York
|
+$6.31M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$6.03M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$6.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DnB Asset Management
Oslo,
Norway
|
-$36.9M |
| 2 |
JP Morgan Chase
New York
|
-$27.4M |
| 3 |
BlackRock
New York
|
-$25.4M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$8.87M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMF
301
Counterpoint Mutual Funds
San Diego,
California
| – | -$117K | -2,882 | Closed |
|
302
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| – | -$46K | -1,131 | Closed |
|
|
ZB
303
Zions Bancorporation
Salt Lake City,
Utah
| – | -$11K | -266 | Closed |
|
|
PFGIA
304
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$9K | -211 | Closed |
|
|
EI
305
Ellevest Inc
New York
| – | -$4K | -90 | Closed |
|
|
STCOSD
306
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$3K | -63 | Closed |
|
|
GWM
307
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -45 | Closed |
|
|
SFG
308
Steward Financial Group
Colleyville,
Texas
| – | -$1K | -42 | Closed |
|
|
S
309
Surevest
Los Angeles,
California
| – | -$1K | -34 | Closed |
|
|
PTC
310
Private Trust Company
Cleveland,
Ohio
| – | -$93 | -2 | -29% |
|
SANM Hedge Fund Activity: Q3 2022 in Review
291 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q3 2022, worth a combined $2.47B — up 10% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SANM positions and 21 closed out — a net gain of 21 holders — while 86 added to existing stakes and 121 trimmed.
The largest buyer was Millennium Management, adding an estimated $29.4M. The largest seller was DnB Asset Management, exiting entirely with an estimated $36.9M sold.
- 291 institutional investors held Sanmina (SANM) as of Q3 2022, up from 273 in Q2 2022.
- Funds reported $2.47B of Sanmina stock for Q3 2022, up 10% quarter-over-quarter.
- 42 funds opened new Sanmina positions in Q3 2022 and 21 closed out, a net change of +21 holders.
- The largest Sanmina buyer in Q3 2022 was Millennium Management, an estimated $29.4M added.
- The largest Sanmina seller in Q3 2022 was DnB Asset Management, an estimated $36.9M sold.
Based on aggregated 13F filings for Q3 2022.