Sanmina
SANM
314 hedge funds and large institutions have $4.02B invested in Sanmina in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 115 increasing their positions, 109 reducing their positions, and 35 closing their positions.
12% more capital invested
Capital invested by funds: $3.59B → $4.02B (+$426M)
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
2.38% more ownership
Funds ownership: 96.1% → 98.48% (+2.4%)
6% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 109
1% more funds holding
Funds holding: 312 → 314 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less call options, than puts
Call options by funds: $2.66M | Put options by funds: $3.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$39.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$39M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$34.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.1M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$28.1M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$26.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$22.6M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$17.9M |
| 5 |
D.E. Shaw & Co
New York
|
-$13.6M |
SANM Hedge Fund Activity: Q4 2024 in Review
314 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Sanmina (SANM) for Q4 2024, worth a combined $4.02B — up 12% from $3.59B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SANM positions and 35 closed out — a net gain of 4 holders — while 115 added to existing stakes and 109 trimmed.
The largest buyer was UBS Group, adding an estimated $39.8M. The largest seller was BlackRock, cutting an estimated $28.1M.
- 314 institutional investors held Sanmina (SANM) as of Q4 2024, up from 312 in Q3 2024.
- Funds reported $4.02B of Sanmina stock for Q4 2024, up 12% quarter-over-quarter.
- 39 funds opened new Sanmina positions in Q4 2024 and 35 closed out, a net change of +4 holders.
- The largest Sanmina buyer in Q4 2024 was UBS Group, an estimated $39.8M added.
- The largest Sanmina seller in Q4 2024 was BlackRock, an estimated $28.1M sold.
Based on aggregated 13F filings for Q4 2024.