We are live on ! Find out more
SUNL

Sunlight Financial Holdings, Inc.

Delisted

SUNL was delisted on the 25th of September, 2023.

68 hedge funds and large institutions have $289M invested in Sunlight Financial Holdings, Inc. in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $6.57M | Put options by funds: $1.95M

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

25% more capital invested

Capital invested by funds: $231M → $289M (+$57.8M)

15% more funds holding

Funds holding: 5968 (+9)

Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
44
Increased
14
Reduced
9
Closed
34
Calls
$6.57M
Puts
$1.95M
Net Calls
+$4.61M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
HHAM
26
HITE Hedge Asset Management
Massachusetts
$1.06M +$1.41M +10,000 New
CSS
27
Cubist Systematic Strategies
Connecticut
$926K +$1.23M +8,717 New
Wellington Management Group
28
Wellington Management Group
Massachusetts
$697K +$928K +6,568 New
YCM
29
Yaupon Capital Management
New York
$669K +$845K +5,975 +1,816%
State Street
30
State Street
Massachusetts
$580K +$772K +5,460 New
Nomura Holdings
31
Nomura Holdings
Japan
$510K +$212K +1,500 +43%
BlackRock
32
BlackRock
New York
$506K +$673K +4,762 New
GC
33
Gillson Capital
Illinois
$470K +$626K +4,426 New
SSA
34
Schonfeld Strategic Advisors
New York
$448K +$452K +3,199 +315%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$434K +$578K +4,087 New
Jane Street
36
Jane Street
New York
$417K +$556K +3,931 New
SC
37
Shay Capital
New York
$411K +$547K +3,866 New
Citadel Advisors
38
Citadel Advisors
Florida
$350K -$13.5M -95,459 -97%
Northern Trust
39
Northern Trust
Illinois
$335K +$446K +3,153 New
FANJ
40
Financial Architects (New Jersey)
New Jersey
$323K +$431K +3,046 New
Morgan Stanley
41
Morgan Stanley
New York
$235K +$199K +1,409 +176%
Walleye Trading
42
Walleye Trading
New York
$231K +$307K +2,173 New
Group One Trading
43
Group One Trading
Illinois
$143K +$190K +1,344 New
CAC
44
Cowen and Company
New York
$141K +$187K +1,325 New
Belvedere Trading
45
Belvedere Trading
Illinois
$131K +$195K +1,379 New
Capstone Investment Advisors
46
Capstone Investment Advisors
New York
$129K -$1.33M -9,380 -89%
KC
47
Kepos Capital
New York
$127K +$169K +1,195 New
CH
48
CVI Holdings
Delaware
$106K -$417K -2,951 -75%
JP Morgan Chase
49
JP Morgan Chase
New York
$93K +$123K +872 New
Charles Schwab
50
Charles Schwab
California
$90K +$119K +839 New

SUNL Hedge Fund Activity: Q3 2021 in Review

68 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Sunlight Financial Holdings, Inc. (SUNL) for Q3 2021, worth a combined $289M — up 25% from $231M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SUNL positions and 34 closed out — a net gain of 10 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Apollo Management Holdings, opening a new position worth an estimated $51.9M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $23.4M sold.

  • 68 institutional investors held Sunlight Financial Holdings, Inc. (SUNL) as of Q3 2021, up from 59 in Q2 2021.
  • Funds reported $289M of Sunlight Financial Holdings, Inc. stock for Q3 2021, up 25% quarter-over-quarter.
  • 44 funds opened new Sunlight Financial Holdings, Inc. positions in Q3 2021 and 34 closed out, a net change of +10 holders.
  • The largest Sunlight Financial Holdings, Inc. buyer in Q3 2021 was Apollo Management Holdings, an estimated $51.9M added.
  • The largest Sunlight Financial Holdings, Inc. seller in Q3 2021 was Davidson Kempner Capital Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q3 2021.