Sanmina
SANM
254 hedge funds and large institutions have $2.58B invested in Sanmina in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 100 reducing their positions, and 25 closing their positions.
32% more capital invested
Capital invested by funds: $1.96B → $2.58B (+$622M)
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
2% more funds holding
Funds holding: 249 → 254 (+5)
1.86% more ownership
Funds ownership: 94.19% → 96.05% (+1.9%)
27% less call options, than puts
Call options by funds: $1.51M | Put options by funds: $2.06M
31% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$30M |
| 2 |
BlackRock
New York
|
+$16.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$11.7M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$9.33M |
| 5 |
Goldman Sachs
New York
|
+$7.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$12.8M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$12.4M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$8.76M |
| 4 |
Millennium Management
New York
|
-$8.72M |
| 5 |
Morgan Stanley
New York
|
-$8.68M |
SANM Hedge Fund Activity: Q1 2021 in Review
254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q1 2021, worth a combined $2.58B — up 32% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SANM positions and 25 closed out — a net gain of 7 holders — while 69 added to existing stakes and 100 trimmed.
The largest buyer was Barclays, adding an estimated $30M. The largest seller was Renaissance Technologies, cutting an estimated $12.8M.
- 254 institutional investors held Sanmina (SANM) as of Q1 2021, up from 249 in Q4 2020.
- Funds reported $2.58B of Sanmina stock for Q1 2021, up 32% quarter-over-quarter.
- 32 funds opened new Sanmina positions in Q1 2021 and 25 closed out, a net change of +7 holders.
- The largest Sanmina buyer in Q1 2021 was Barclays, an estimated $30M added.
- The largest Sanmina seller in Q1 2021 was Renaissance Technologies, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2021.