Sanmina
SANM
258 hedge funds and large institutions have $1.88B invested in Sanmina in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 104 reducing their positions, and 16 closing their positions.
169% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 16
48% more call options, than puts
Call options by funds: $2.74M | Put options by funds: $1.85M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more capital invested
Capital invested by funds: $1.68B → $1.88B (+$203M)
11% more funds holding
Funds holding: 233 → 258 (+25)
26% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$25M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$11.6M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$9.34M |
| 4 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$7.83M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
-$50.5M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$20.2M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$18.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.7M |
SANM Hedge Fund Activity: Q2 2016 in Review
258 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q2 2016, worth a combined $1.88B — up 12% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SANM positions and 16 closed out — a net gain of 27 holders — while 77 added to existing stakes and 104 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $25M. The largest seller was Donald Smith & Co, cutting an estimated $50.5M.
- 258 institutional investors held Sanmina (SANM) as of Q2 2016, up from 233 in Q1 2016.
- Funds reported $1.88B of Sanmina stock for Q2 2016, up 12% quarter-over-quarter.
- 43 funds opened new Sanmina positions in Q2 2016 and 16 closed out, a net change of +27 holders.
- The largest Sanmina buyer in Q2 2016 was LSV Asset Management, an estimated $25M added.
- The largest Sanmina seller in Q2 2016 was Donald Smith & Co, an estimated $50.5M sold.
Based on aggregated 13F filings for Q2 2016.