Sanmina
SANM
285 hedge funds and large institutions have $3.49B invested in Sanmina in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 60 closing their positions.
18% more call options, than puts
Call options by funds: $6.1M | Put options by funds: $5.19M
7% more capital invested
Capital invested by funds: $3.26B → $3.49B (+$227M)
0.92% more ownership
Funds ownership: 94.07% → 94.99% (+0.92%)
2% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 108
10% less funds holding
Funds holding: 315 → 285 (-30)
45% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 60
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$65.2M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$63.9M |
| 3 |
Goldman Sachs
New York
|
+$35.5M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$10M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$30.8M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$24.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$16.1M |
| 4 |
Renaissance Technologies
New York
|
-$10.4M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$9.8M |
SANM Hedge Fund Activity: Q2 2024 in Review
285 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q2 2024, worth a combined $3.49B — up 7% from $3.26B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of SANM and 33 opened new positions — a net loss of 27 holders — while 108 trimmed existing stakes and 106 added.
The largest buyer was Fidelity Investments, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $30.8M.
- 285 institutional investors held Sanmina (SANM) as of Q2 2024, down from 315 in Q1 2024.
- Funds reported $3.49B of Sanmina stock for Q2 2024, up 7% quarter-over-quarter.
- 33 funds opened new Sanmina positions in Q2 2024 and 60 closed out, a net change of -27 holders.
- The largest Sanmina buyer in Q2 2024 was Fidelity Investments, an estimated $65.2M added.
- The largest Sanmina seller in Q2 2024 was BlackRock, an estimated $30.8M sold.
Based on aggregated 13F filings for Q2 2024.