Sanmina
SANM
315 hedge funds and large institutions have $3.26B invested in Sanmina in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 133 reducing their positions, and 34 closing their positions.
96% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $8.79M
47% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 34
21% more capital invested
Capital invested by funds: $2.71B → $3.26B (+$557M)
5% more funds holding
Funds holding: 300 → 315 (+15)
1.41% more ownership
Funds ownership: 92.66% → 94.07% (+1.4%)
32% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 133
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$46.2M |
| 2 |
D.E. Shaw & Co
New York
|
+$26.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$15M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$13.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$47.1M |
| 2 |
Goldman Sachs
New York
|
-$19.5M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$16.6M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$12.4M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$9.58M |
SANM Hedge Fund Activity: Q1 2024 in Review
315 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q1 2024, worth a combined $3.26B — up 21% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SANM positions and 34 closed out — a net gain of 16 holders — while 91 added to existing stakes and 133 trimmed.
The largest buyer was Frontier Capital Management, adding an estimated $46.2M. The largest seller was BlackRock, cutting an estimated $47.1M.
- 315 institutional investors held Sanmina (SANM) as of Q1 2024, up from 300 in Q4 2023.
- Funds reported $3.26B of Sanmina stock for Q1 2024, up 21% quarter-over-quarter.
- 50 funds opened new Sanmina positions in Q1 2024 and 34 closed out, a net change of +16 holders.
- The largest Sanmina buyer in Q1 2024 was Frontier Capital Management, an estimated $46.2M added.
- The largest Sanmina seller in Q1 2024 was BlackRock, an estimated $47.1M sold.
Based on aggregated 13F filings for Q1 2024.