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Sanmina
SANM

259 hedge funds and large institutions have $2.43B invested in Sanmina in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

83% more call options, than puts

Call options by funds: $866K | Put options by funds: $473K

6% more funds holding

Funds holding: 244 → 259 (+15)

3% more capital invested

Capital invested by funds: $2.35B → $2.43B (+$75.4M)

2.81% less ownership

Funds ownership: 94.04% → 91.23% (-2.8%)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
80
Reduced
93
Closed
17
Calls
$866K
Puts
$473K
Net Calls
+$393K
Net Calls Change
-$219K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.75M
2
State Street
State Street
Massachusetts
+$6.66M
3
ICM
Invenomic Capital Management
Massachusetts
+$5.76M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.7M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$4.69M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$86M
2
Wells Fargo
Wells Fargo
California
-$8.56M
3
LSV Asset Management
LSV Asset Management
Illinois
-$8.45M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Skandinaviska Enskilda Banken (SEB)
101
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.46M -$370K -9,408 -21%
DekaBank Deutsche Girozentrale
102
DekaBank Deutsche Girozentrale
Germany
$1.46M – – –
VOYA Investment Management
103
VOYA Investment Management
Georgia
$1.35M +$304K +7,724 +31%
CIC
104
Cornercap Investment Counsel
Georgia
$1.35M +$4.44K +113 +0.3%
ACM
105
AlphaCrest Capital Management
New York
$1.33M +$1.26M +32,138 New
SO
106
STRS Ohio
Ohio
$1.33M +$11.8K +300 +0.9%
Tudor Investment Corp
107
Tudor Investment Corp
Connecticut
$1.31M -$349K -8,879 -22%
PP
108
Pacifica Partners
Canada
$1.29M -$5.5K -140 -0.4%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$1.29M -$7.86K -200 -0.6%
AB
110
Amalgamated Bank
New York
$1.26M -$31.5K -802 -3%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$1.2M – – –
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$1.16M -$23.2K -590 -2%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$1.07M -$85.4K -2,173 -8%
MSRPS
114
Maryland State Retirement & Pension System
Maryland
$1.06M +$668 +17 +0.1%
FQ
115
First Quadrant
California
$1.05M – – –
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.04M -$60.9K -1,550 -6%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$1.04M -$288K -7,337 -23%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$957K +$171K +4,343 +23%
MIM
119
MetLife Investment Management
New Jersey
$930K – – –
SIM
120
SummerHaven Investment Management
Connecticut
$910K – – –
KBC Group
121
KBC Group
Belgium
$862K -$1.22K -31 -0.1%
ETM
122
Euclidean Technologies Management
Washington
$843K -$393K -10,000 -33%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$830K – – –
Federated Hermes
124
Federated Hermes
Pennsylvania
$794K -$187K -4,752 -20%
SAM
125
Shell Asset Management
Netherlands
$789K +$3.5K +89 +0.5%
3 4
5
6 7

SANM Hedge Fund Activity: Q4 2021 in Review

259 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q4 2021, worth a combined $2.43B — up 3.2% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SANM positions and 17 closed out — a net gain of 17 holders — while 80 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $7.75M. The largest seller was Barclays, cutting an estimated $86M.

  • 259 institutional investors held Sanmina (SANM) as of Q4 2021, up from 244 in Q3 2021.
  • Funds reported $2.43B of Sanmina stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 34 funds opened new Sanmina positions in Q4 2021 and 17 closed out, a net change of +17 holders.
  • The largest Sanmina buyer in Q4 2021 was BlackRock, an estimated $7.75M added.
  • The largest Sanmina seller in Q4 2021 was Barclays, an estimated $86M sold.

Based on aggregated 13F filings for Q4 2021.