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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
RC
151
RBF Capital
California
$175K – – –
U
152
UBS
Switzerland
$153K +$116K +7,091 +432%
Group One Trading
153
Group One Trading
Illinois
$113K +$106K +6,481 New
ST
154
Spot Trading
Illinois
$107K +$98.2K +6,000 +5,556%
TRCT
155
Tower Research Capital (TRC)
New York
$84K +$79.1K +4,834 New
IRS
156
Invictus RG (Singapore)
Singapore
$59K +$55.7K +3,400 New
GT
157
Glenmede Trust
Pennsylvania
$43K +$40.9K +2,500 New
ST
158
SpiderRock Trading
Illinois
$17K – – –
SF
159
Synovus Financial
Georgia
$17K – – –
TWI
160
Thomas White International
Illinois
$16K – – –
FMT
161
First Mercantile Trust
Tennessee
$12K +$770 +47 +7%
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$10K -$14.7K -897 -61%
SC
163
Saturna Capital
Washington
$7K – – –
Creative Planning
164
Creative Planning
Kansas
$4K – – –
WA
165
Waverly Advisors
Alabama
$4K +$3.7K +226 New
DA
166
Denali Advisors
California
$3K – – –
PTC
167
Private Trust Company
Ohio
$2K – – –
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06K – – –
WA
169
WFG Advisors
Texas
$1K – – –
WTC
170
WhitTier Trust Company
Nevada
$1K – – –
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$1K +$819 +50 New
WRF
172
Waddell & Reed Financial
Kansas
– -$6.27M -436,680 Closed
SCM
173
SG Capital Management
Illinois
– -$4.6M -320,646 Closed
AIA
174
Affinity Investment Advisors
California
– -$2.45M -170,600 Closed
ZCM
175
Zebra Capital Management
Connecticut
– -$278K -19,361 Closed
4 5 6
7
8

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.