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Sanmina
SANM

279 hedge funds and large institutions have $2.93B invested in Sanmina in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $1.66M

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $2.54B → $2.93B (+$389M)

4% more funds holding

Funds holding: 268 → 279 (+11)

2.56% more ownership

Funds ownership: 94.55% → 97.11% (+2.6%)

3% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 99

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
279
Holders Change
+11
Holders Change %
+4.1%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
43
Increased
102
Reduced
99
Closed
25
Calls
$2.87M
Puts
$1.66M
Net Calls
+$1.21M
Net Calls Change
+$947K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$426M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$34.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$21.2M
4
Bank of America
Bank of America
North Carolina
+$14.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
TC
Towle & Co
Colorado
-$29.4M
2
DSC
Donald Smith & Co
New York
-$15M
3
SAM
Skyline Asset Management
Illinois
-$13.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$8.75M
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$7.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
176
Profund Advisors
Maryland
$644K -$257K -6,637 -29%
DVM
177
Dreman Value Management
Florida
$607K – – –
SG
178
Somerset Group
Minnesota
$588K – – –
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$579K – – –
CG
180
Clinton Group
New York
$577K -$164K -4,248 -23%
PP
181
Paloma Partners
Connecticut
$577K -$1.33M -34,323 -71%
SCM
182
Stevens Capital Management
Pennsylvania
$542K -$2.21K -57 -0.4%
UFF
183
USA Financial Formulas
Michigan
$501K +$478K +12,346 New
USAA
184
United Services Automobile Association
Texas
$499K +$476K +12,300 New
QT
185
Quantbot Technologies
New York
$480K +$458K +11,843 New
N
186
Nuveen
North Carolina
$470K -$27.8K -718 -6%
CMBA
187
C.M. Bidwell & Associates
Hawaii
$463K -$275K -7,100 -38%
Voloridge Investment Management
188
Voloridge Investment Management
Florida
$462K +$440K +11,377 New
NIT
189
NumerixS Investment Technologies
British Columbia, Canada
$455K +$398K +10,300 +1,143%
RQS
190
Ramsey Quantitative Systems
Kentucky
$447K -$271K -6,993 -37%
Balyasny Asset Management
191
Balyasny Asset Management
Illinois
$434K +$3.33K +86 +0.8%
IR
192
Invictus RG
Bermuda
$424K -$193K -4,998 -32%
ProShare Advisors
193
ProShare Advisors
Maryland
$424K -$133K -3,439 -25%
GT
194
Glenmede Trust
Pennsylvania
$416K +$333K +8,600 +516%
ACI
195
AMP Capital Investors
Australia
$409K – – –
FIM
196
Freedom Investment Management
Connecticut
$406K -$47.2K -1,219 -11%
RC
197
RBF Capital
California
$406K – – –
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
$406K +$464 +12 +0.1%
CANY
199
Caxton Associates (New York)
New York
$406K +$387K +10,000 New
AB
200
Amalgamated Bank
New York
$404K +$464 +12 +0.1%
6 7
8
9 10

SANM Hedge Fund Activity: Q1 2017 in Review

279 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q1 2017, worth a combined $2.93B — up 15% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SANM positions and 25 closed out — a net gain of 18 holders — while 102 added to existing stakes and 99 trimmed.

The largest buyer was BlackRock, adding an estimated $426M. The largest seller was Towle & Co, cutting an estimated $29.4M.

  • 279 institutional investors held Sanmina (SANM) as of Q1 2017, up from 268 in Q4 2016.
  • Funds reported $2.93B of Sanmina stock for Q1 2017, up 15% quarter-over-quarter.
  • 43 funds opened new Sanmina positions in Q1 2017 and 25 closed out, a net change of +18 holders.
  • The largest Sanmina buyer in Q1 2017 was BlackRock, an estimated $426M added.
  • The largest Sanmina seller in Q1 2017 was Towle & Co, an estimated $29.4M sold.

Based on aggregated 13F filings for Q1 2017.