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Sanmina
SANM

254 hedge funds and large institutions have $2.58B invested in Sanmina in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $1.96B → $2.58B (+$622M)

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

2% more funds holding

Funds holding: 249 → 254 (+5)

1.86% more ownership

Funds ownership: 94.19% → 96.05% (+1.9%)

27% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $2.06M

31% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 100

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
4.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
69
Reduced
100
Closed
25
Calls
$1.51M
Puts
$2.06M
Net Calls
-$550K
Net Calls Change
-$279K

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$30M
2
BlackRock
BlackRock
New York
+$16.8M
3
Invesco
Invesco
Georgia
+$11.7M
4
EARNEST Partners
EARNEST Partners
Georgia
+$9.33M
5
Goldman Sachs
Goldman Sachs
New York
+$7.94M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$12.8M
2
Norges Bank
Norges Bank
Norway
-$12.4M
3
Northern Trust
Northern Trust
Illinois
-$8.76M
4
Millennium Management
Millennium Management
New York
-$8.72M
5
Morgan Stanley
Morgan Stanley
New York
-$8.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
76
Macquarie Group
Australia
$2.56M -$30.4K -836 -1%
RJA
77
Raymond James & Associates
Florida
$2.53M +$501K +13,771 +29%
ETM
78
Euclidean Technologies Management
Washington
$2.5M – – –
CIM
79
Cambria Investment Management
California
$2.47M +$1.34M +36,988 +164%
EI
80
EAM Investors
California
$2.43M +$2.14M +58,825 New
Citadel Advisors
81
Citadel Advisors
Florida
$2.38M -$1.25M -34,490 -37%
Canada Life
82
Canada Life
Manitoba, Canada
$2.35M -$283K -7,775 -12%
Two Sigma Advisers
83
Two Sigma Advisers
New York
$2.31M -$1.44M -39,600 -41%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$2.25M +$79.4K +2,184 +4%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$2.21M -$19K -522 -1%
Massachusetts Financial Services
86
Massachusetts Financial Services
Massachusetts
$2.17M -$226K -6,227 -11%
MSL
87
Mackay Shields LLC
New York
$2.16M -$1.27M -35,073 -40%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$2.16M +$689K +18,959 +57%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$2.08M – – –
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M -$12.1K -332 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
91
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.07M – – –
SFI
92
Susquehanna Fundamental Investments
Pennsylvania
$2.07M – – –
TPSF
93
Texas Permanent School Fund
Texas
$2.01M -$136K -3,738 -7%
GC
94
Guggenheim Capital
Illinois
$2M +$695K +19,121 +66%
KTA
95
Keeley-Teton Advisors
Illinois
$1.93M +$1.7M +46,666 New
MAM
96
Martingale Asset Management
Massachusetts
$1.92M -$14.5K -400 -0.9%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$1.92M – – –
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$1.9M -$144K -3,952 -8%
Deutsche Bank
99
Deutsche Bank
Germany
$1.87M -$131K -3,613 -7%
Federated Hermes
100
Federated Hermes
Pennsylvania
$1.78M +$688K +18,936 +78%
2 3
4
5 6

SANM Hedge Fund Activity: Q1 2021 in Review

254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q1 2021, worth a combined $2.58B — up 32% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SANM positions and 25 closed out — a net gain of 7 holders — while 69 added to existing stakes and 100 trimmed.

The largest buyer was Barclays, adding an estimated $30M. The largest seller was Renaissance Technologies, cutting an estimated $12.8M.

  • 254 institutional investors held Sanmina (SANM) as of Q1 2021, up from 249 in Q4 2020.
  • Funds reported $2.58B of Sanmina stock for Q1 2021, up 32% quarter-over-quarter.
  • 32 funds opened new Sanmina positions in Q1 2021 and 25 closed out, a net change of +7 holders.
  • The largest Sanmina buyer in Q1 2021 was Barclays, an estimated $30M added.
  • The largest Sanmina seller in Q1 2021 was Renaissance Technologies, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2021.