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 26 closing their positions.
74% more call options, than puts
Call options by funds: $2.97M | Put options by funds: $1.7M
65% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 26
15% more capital invested
Capital invested by funds: $2.54B → $2.93B (+$383M)
4% more funds holding
Funds holding: 269 → 279 (+10)
2.53% more ownership
Funds ownership: 94.55% → 97.08% (+2.5%)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$426M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$34.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.5M |
| 5 |
Bank of New York Mellon
New York
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Towle & Co
Denver,
Colorado
|
-$29.4M |
| 2 |
DSC
Donald Smith & Co
New York
|
-$15M |
| 3 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$13.5M |
| 4 |
JP Morgan Chase
New York
|
-$8.75M |
| 5 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$7.86M |
SANM Hedge Fund Activity: Q1 2017 in Review
279 of the 4,034 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 26 closed out — a net gain of 17 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 269 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 26 closed out, a net change of +17 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.