We are live on ! Find out more
SANM icon

Sanmina
SANM

353 hedge funds and large institutions have $2.8B invested in Sanmina in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 116 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.53M

21% more funds holding

Funds holding: 291 → 353 (+62)

14% more capital invested

Capital invested by funds: $2.47B → $2.8B (+$335M)

1% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 116

0.78% more ownership

Funds ownership: 92.69% → 93.47% (+0.78%)

Holders
353
Holders Change
+62
Holders Change %
+21.31%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
79
Increased
117
Reduced
116
Closed
15
Calls
$2.37M
Puts
$1.53M
Net Calls
+$831K
Net Calls Change
+$914K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$34.9M
2
Morgan Stanley
Morgan Stanley
New York
+$22.6M
3
American Century Companies
American Century Companies
Missouri
+$20.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$17.3M
5
Millennium Management
Millennium Management
New York
+$17M

Top Sellers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
-$94.1M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$17.2M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$14M
4
ICM
Invenomic Capital Management
Massachusetts
-$13.3M
5
Invesco
Invesco
Georgia
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
351
Invenomic Capital Management
Massachusetts
– -$13.3M -289,325 Closed
BGIM
352
Brandywine Global Investment Management
Pennsylvania
– -$10.3M -223,769 Closed
MGIM
353
M&G Investment Management
United Kingdom
– -$1.94K -42,099 Closed
ACM
354
AlphaCrest Capital Management
New York
– -$1.44M -31,346 Closed
GC
355
Guggenheim Capital
Illinois
– -$1.38M -29,923 Closed
CIC
356
Cornercap Investment Counsel
Georgia
– -$1.18M -25,660 Closed
TC
357
Towle & Co
Colorado
– -$697K -15,130 Closed
IIC
358
Integrated Investment Consultants
Michigan
– -$475K -10,314 Closed
WA
359
Wasatch Advisors
Utah
– -$371K -8,048 Closed
PP
360
PDT Partners
New York
– -$323K -7,006 Closed
DA
361
DCM Advisors
New York
– -$276K -6,000 Closed
TCM
362
Teza Capital Management
Illinois
– -$211K -4,586 Closed
EW
363
Evoke Wealth
California
– -$6K -141 Closed
CWC
364
Carolinas Wealth Consulting
North Carolina
– -$4K -96 Closed
BBHC
365
Brown Brothers Harriman & Co
New York
– -$3K -60 Closed
PTC
366
Private Trust Company
Ohio
– +$118 +2 +40%
FCAS
367
First Command Advisory Services
Texas
– +$4.02K +68 New
11 12 13 14
15

SANM Hedge Fund Activity: Q4 2022 in Review

353 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q4 2022, worth a combined $2.8B — up 14% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SANM positions and 15 closed out — a net gain of 64 holders — while 117 added to existing stakes and 116 trimmed.

The largest buyer was BlackRock, adding an estimated $34.9M. The largest seller was EARNEST Partners, cutting an estimated $94.1M.

  • 353 institutional investors held Sanmina (SANM) as of Q4 2022, up from 291 in Q3 2022.
  • Funds reported $2.8B of Sanmina stock for Q4 2022, up 14% quarter-over-quarter.
  • 79 funds opened new Sanmina positions in Q4 2022 and 15 closed out, a net change of +64 holders.
  • The largest Sanmina buyer in Q4 2022 was BlackRock, an estimated $34.9M added.
  • The largest Sanmina seller in Q4 2022 was EARNEST Partners, an estimated $94.1M sold.

Based on aggregated 13F filings for Q4 2022.