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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
VRS
101
Virginia Retirement Systems
Virginia
$1.7M +$124K +3,400 +9%
GC
102
Globeflex Capital
California
$1.69M – – –
SEI Investments
103
SEI Investments
Pennsylvania
$1.66M -$138K -3,786 -7%
Truist Financial
104
Truist Financial
North Carolina
$1.63M +$955K +26,282 +200%
CSS
105
Cubist Systematic Strategies
Connecticut
$1.61M -$1.39M -38,271 -50%
AIMCA
106
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.56M – – –
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.49M +$25.7K +707 +2%
CIC
108
Cornercap Investment Counsel
Georgia
$1.49M +$58K +1,595 +5%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.47M -$89.9K -2,473 -7%
VIA
110
Vident Investment Advisory
Georgia
$1.45M -$339K -9,333 -21%
DekaBank Deutsche Girozentrale
111
DekaBank Deutsche Girozentrale
Germany
$1.41M +$21.8K +600 +2%
PP
112
Pacifica Partners
Canada
$1.4M -$21.6K -595 -2%
SO
113
STRS Ohio
Ohio
$1.35M -$43.6K -1,200 -4%
WG
114
Winton Group
United Kingdom
$1.34M +$446K +12,277 +61%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$1.34M +$47.3K +1,301 +4%
GAM
116
Gotham Asset Management
New York
$1.32M -$574K -15,798 -33%
Jacobs Levy Equity Management
117
Jacobs Levy Equity Management
New Jersey
$1.32M +$1.16M +31,843 New
AssetMark Inc
118
AssetMark Inc
California
$1.3M +$270K +7,436 +31%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$1.29M -$153K -4,211 -12%
LSERS
120
Louisiana State Employees Retirement System
Louisiana
$1.22M -$18.2K -500 -2%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$1.21M +$1.06M +29,271 New
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$1.2M -$237K -6,520 -18%
FQ
123
First Quadrant
California
$1.18M – – –
KBC Group
124
KBC Group
Belgium
$1.17M – – –
JCIA
125
Jackson Creek Investment Advisors
Colorado
$1.14M -$29.6K -815 -3%
3 4
5
6 7

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.