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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
BA
101
BlackRock Advisors
Delaware
$1.05M +$181K +11,081 +23%
SG Americas Securities
102
SG Americas Securities
New York
$1.04M +$66.5K +4,061 +7%
GW
103
GW & Wade
Massachusetts
$1.03M – – –
Massachusetts Financial Services
104
Massachusetts Financial Services
Massachusetts
$1.03M -$35.4K -2,160 -4%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$1.01M – – –
AIG
106
American International Group
New York
$971K -$10.5K -640 -1%
MAA
107
Managed Account Advisors
New Jersey
$955K +$7.91K +483 +0.9%
Bessemer Group
108
Bessemer Group
New Jersey
$891K +$834K +50,948 New
Connor, Clark & Lunn Investment Management (CC&L)
109
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$876K +$156K +9,550 +24%
AG
110
Algert Global
California
$861K +$244K +14,890 +43%
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$838K -$15.7K -960 -2%
HI
112
HBK Investments
Texas
$822K +$130K +7,919 +20%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$804K +$260K +15,859 +53%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$801K -$99.4K -6,073 -12%
SCA
115
SAC Capital Advisors
Connecticut
$787K +$736K +44,972 New
LPL Financial
116
LPL Financial
California
$762K +$27.5K +1,678 +4%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$722K +$671K +40,952 +11,503%
HHC
118
Hutchin Hill Capital
New York
$714K -$331K -20,200 -33%
GMIM
119
General Motors Investment Management
New York
$705K – – –
EMG
120
Ellington Management Group
Connecticut
$698K +$653K +39,900 New
PVH
121
Psagot Value Holdings
Israel
$672K +$630K +38,450 New
SCM
122
Sterling Capital Management
North Carolina
$652K +$60.2K +3,675 +11%
HIM
123
Hillsdale Investment Management
Ontario, Canada
$652K +$397K +24,250 +187%
PP
124
PDT Partners
New York
$606K -$2.15K -131 -0.4%
HCM
125
Highbridge Capital Management
New York
$572K -$575K -35,120 -52%
3 4
5
6 7

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.