Sanmina
SANM
256 hedge funds and large institutions have $2.13B invested in Sanmina in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 76 reducing their positions, and 24 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
112% more call options, than puts
Call options by funds: $2.46M | Put options by funds: $1.16M
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
24% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 76
7% more capital invested
Capital invested by funds: $1.99B → $2.13B (+$140M)
4% more funds holding
Funds holding: 245 → 256 (+11)
0.07% more ownership
Funds ownership: 95.13% → 95.19% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$15.6M |
| 2 |
Goldman Sachs
New York
|
+$15.3M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$10.5M |
| 4 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$9.3M |
| 5 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
+$8.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$11.2M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$11M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$8.55M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$6.77M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$6.66M |
SANM Hedge Fund Activity: Q3 2019 in Review
256 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q3 2019, worth a combined $2.13B — up 7.1% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SANM positions and 24 closed out — a net gain of 13 holders — while 94 added to existing stakes and 76 trimmed.
The largest buyer was BlackRock, adding an estimated $15.6M. The largest seller was Deutsche Bank, cutting an estimated $11.2M.
- 256 institutional investors held Sanmina (SANM) as of Q3 2019, up from 245 in Q2 2019.
- Funds reported $2.13B of Sanmina stock for Q3 2019, up 7.1% quarter-over-quarter.
- 37 funds opened new Sanmina positions in Q3 2019 and 24 closed out, a net change of +13 holders.
- The largest Sanmina buyer in Q3 2019 was BlackRock, an estimated $15.6M added.
- The largest Sanmina seller in Q3 2019 was Deutsche Bank, an estimated $11.2M sold.
Based on aggregated 13F filings for Q3 2019.