SANM ranks #1000 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SANM is a top-conviction position for Advanced Micro Devices Inc — at 22.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SANM belongs to FMR LLC, but the position matters far more to Advanced Micro Devices Inc, who has 22.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Jane Street Group, LLC has added to its SANM position for two straight quarters, increasing it by $447.6M to reach $452.7M today.
Nuveen, LLC has trimmed its SANM position for two straight quarters, cutting it by $38.0M while still holding $49.2M.
SANM is up 3.9% today, and institutions have been net buyers of $2.7B this quarter — today's price move and the underlying institutional flow are pointing the same direction.