Sanmina
SANM
232 hedge funds and large institutions have $1.66B invested in Sanmina in 2016 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 78 reducing their positions, and 20 closing their positions.
123% more call options, than puts
Call options by funds: $1.23M | Put options by funds: $553K
120% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 20
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 78
10% more funds holding
Funds holding: 210 → 232 (+22)
8% more capital invested
Capital invested by funds: $1.54B → $1.66B (+$116M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$10.5M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$8.69M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
+$8.5M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$7.76M |
| 5 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
+$7.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$78.9M |
| 2 |
DSC
Donald Smith & Co
New York
|
-$16.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.54M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$8.93M |
| 5 |
Renaissance Technologies
New York
|
-$7.21M |
SANM Hedge Fund Activity: Q1 2016 in Review
232 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q1 2016, worth a combined $1.66B — up 7.5% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SANM positions and 20 closed out — a net gain of 24 holders — while 87 added to existing stakes and 78 trimmed.
The largest buyer was Numeric Investors, adding an estimated $10.5M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $78.9M sold.
- 232 institutional investors held Sanmina (SANM) as of Q1 2016, up from 210 in Q4 2015.
- Funds reported $1.66B of Sanmina stock for Q1 2016, up 7.5% quarter-over-quarter.
- 44 funds opened new Sanmina positions in Q1 2016 and 20 closed out, a net change of +24 holders.
- The largest Sanmina buyer in Q1 2016 was Numeric Investors, an estimated $10.5M added.
- The largest Sanmina seller in Q1 2016 was Columbia Wanger Asset Management, an estimated $78.9M sold.
Based on aggregated 13F filings for Q1 2016.