Sanmina
SANM
211 hedge funds and large institutions have $1.64B invested in Sanmina in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 33 closing their positions.
45% more call options, than puts
Call options by funds: $3.01M | Put options by funds: $2.08M
32% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 66
6% more capital invested
Capital invested by funds: $1.56B → $1.64B (+$86.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 33
2% less funds holding
Funds holding: 215 → 211 (-4)
Top Buyers
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$8.86M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$8.38M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$6.11M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$5.83M |
| 5 |
JP Morgan Chase
New York
|
+$5.73M |
Top Sellers
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$11.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.51M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$8.44M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$6.97M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$4.07M |
SANM Hedge Fund Activity: Q3 2015 in Review
211 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q3 2015, worth a combined $1.64B — up 5.6% from $1.56B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of SANM and 30 opened new positions — a net loss of 3 holders — while 66 trimmed existing stakes and 87 added.
The largest buyer was AJO LP, opening a new position worth an estimated $8.86M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $11.3M sold.
- 211 institutional investors held Sanmina (SANM) as of Q3 2015, down from 215 in Q2 2015.
- Funds reported $1.64B of Sanmina stock for Q3 2015, up 5.6% quarter-over-quarter.
- 30 funds opened new Sanmina positions in Q3 2015 and 33 closed out, a net change of -3 holders.
- The largest Sanmina buyer in Q3 2015 was AJO LP, an estimated $8.86M added.
- The largest Sanmina seller in Q3 2015 was Alyeska Investment Group, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2015.