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Sanmina
SANM

171 hedge funds and large institutions have $1.34B invested in Sanmina in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

49% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 45

30% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $3.31M

23% more capital invested

Capital invested by funds: $1.09B → $1.34B (+$249M)

11% more funds holding

Funds holding: 154 → 171 (+17)

Holders
171
Holders Change
+17
Holders Change %
+11.04%
% of All Funds
5.54%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
28
Increased
67
Reduced
45
Closed
9
Calls
$4.29M
Puts
$3.31M
Net Calls
+$979K
Net Calls Change
-$1.51M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.7M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10.5M
3
BIT
BlackRock Institutional Trust
California
+$6.4M
4
BIM
Bogle Investment Management
Massachusetts
+$5.7M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$5.56M

Top Sellers

1
Invesco
Invesco
Georgia
-$21.1M
2
Ameriprise
Ameriprise
Minnesota
-$10.3M
3
DSC
Donald Smith & Co
New York
-$7.36M
4
CWAM
Columbia Wanger Asset Management
Illinois
-$7M
5
WRF
Waddell & Reed Financial
Kansas
-$6.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$12M +$10.5M +643,333 +1,529%
SAM
27
Skyline Asset Management
Illinois
$11.8M +$4.53M +276,600 +70%
NI
28
Numeric Investors
Massachusetts
$11.6M -$4.4M -268,900 -29%
KCM
29
Kennedy Capital Management
Missouri
$11.1M -$5.61M -342,704 -35%
GAM
30
Gotham Asset Management
New York
$9.36M +$4.65M +284,309 +113%
PAM
31
Panagora Asset Management
Massachusetts
$9.33M +$852K +52,041 +11%
Federated Hermes
32
Federated Hermes
Pennsylvania
$8.6M -$4.86M -296,815 -38%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$7.87M -$568K -34,701 -7%
Charles Schwab
34
Charles Schwab
California
$7.63M +$17.7K +1,083 +0.3%
TCIM
35
TIAA CREF Investment Management
New York
$7.54M -$14.1K -859 -0.2%
CCM
36
Cadence Capital Management
Massachusetts
$7.46M +$904K +55,207 +15%
CIM
37
Calvert Investment Management
Maryland
$7.22M +$479K +29,226 +8%
AF
38
Aegis Financial
Virginia
$7.19M -$1.12M -68,700 -14%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$6.86M +$545K +33,274 +9%
BCM
40
Bridgeway Capital Management
Texas
$6.84M +$3.27K +200 +0.1%
Prudential Financial
41
Prudential Financial
New Jersey
$6.32M +$3.01M +183,900 +104%
NFA
42
Nationwide Fund Advisors
Ohio
$6.09M +$375K +22,912 +7%
BIM
43
Bogle Investment Management
Massachusetts
$6.09M +$5.7M +348,052 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$5.94M +$5.56M +339,378 New
QBFM
45
QS Batterymarch Financial Management
New York
$5.82M -$6.55K -400 -0.1%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$5.72M +$2.96M +180,900 +124%
MPM
47
Meritage Portfolio Management
Kansas
$5.71M +$5.35M +326,557 New
OAM
48
Oxford Asset Management
United Kingdom
$5.66M +$331K +20,228 +7%
Two Sigma Investments
49
Two Sigma Investments
New York
$5.53M +$2.1M +128,153 +68%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$5.43M – – –
1
2
3 4 5

SANM Hedge Fund Activity: Q3 2013 in Review

171 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q3 2013, worth a combined $1.34B — up 23% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SANM positions and 9 closed out — a net gain of 19 holders — while 67 added to existing stakes and 45 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $10.7M. The largest seller was Invesco, cutting an estimated $21.1M.

  • 171 institutional investors held Sanmina (SANM) as of Q3 2013, up from 154 in Q2 2013.
  • Funds reported $1.34B of Sanmina stock for Q3 2013, up 23% quarter-over-quarter.
  • 28 funds opened new Sanmina positions in Q3 2013 and 9 closed out, a net change of +19 holders.
  • The largest Sanmina buyer in Q3 2013 was Dimensional Fund Advisors, an estimated $10.7M added.
  • The largest Sanmina seller in Q3 2013 was Invesco, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2013.