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.
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)
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$21.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.3M |
| 3 |
DSC
Donald Smith & Co
New York
|
-$7.36M |
| 4 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$7M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$6.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
176
Natixis
Paris,
France
| – | -$267K | -18,600 | Closed |
|
|
TSWM
177
Triangle Securities Wealth Management
Raleigh,
North Carolina
| – | -$54K | -3,760 | Closed |
|
|
BBHC
178
Brown Brothers Harriman & Co
New York
| – | -$43K | -3,000 | Closed |
|
|
OMCS
179
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$14K | -1,000 | Closed |
|
180
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -66 | Closed |
|
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.