We are live on ! Find out more
SUNL

Sunlight Financial Holdings, Inc.

Delisted

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

65 hedge funds and large institutions have $78.8M invested in Sunlight Financial Holdings, Inc. in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,182% more call options, than puts

Call options by funds: $722K | Put options by funds: $22K

14% less funds holding

Funds holding: 7665 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

61% less capital invested

Capital invested by funds: $200M → $78.8M (-$121M)

Holders
65
Holders Change
-11
Holders Change %
-14.47%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
15
Reduced
20
Closed
22
Calls
$722K
Puts
$22K
Net Calls
+$700K
Net Calls Change
-$174K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$111K -$167K -2,594 -37%
AG
27
Algert Global
California
$101K +$261K +4,064 New
JGC
28
J. Goldman & Co
New York
$93K +$241K +3,750 New
Charles Schwab
29
Charles Schwab
California
$88K
Bank of New York Mellon
30
Bank of New York Mellon
New York
$84K +$27.2K +424 +14%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$80K -$345K -5,367 -62%
N
32
Nuveen
North Carolina
$66K -$835 -13 -0.5%
PI
33
PEAK6 Investments
Illinois
$62K
E
34
Ergoteles
New York
$55K +$142K +2,210 New
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$51K +$11.3K +176 +9%
Mitsubishi UFJ Asset Management
36
Mitsubishi UFJ Asset Management
Japan
$35K
Simplex Trading
37
Simplex Trading
Illinois
$33K +$86.9K +1,354 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$30K -$17.3K -270 -18%
PP
39
PDT Partners
New York
$28K -$37.1K -578 -34%
JP Morgan Chase
40
JP Morgan Chase
New York
$16K
RJA
41
Raymond James & Associates
Florida
$16K
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$14.2K +$36.7K +572 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$14K +$449 +7 +1%
AIG
44
American International Group
New York
$14K +$514 +8 +1%
Deutsche Bank
45
Deutsche Bank
Germany
$12K -$5.2K -81 -14%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$12K -$2.57K -40 -8%
TRCT
47
Tower Research Capital (TRC)
New York
$7K -$20.5K -319 -54%
AB
48
Amalgamated Bank
New York
$6K
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$4K
Osaic Holdings
50
Osaic Holdings
Arizona
$4K

SUNL Hedge Fund Activity: Q3 2022 in Review

65 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Sunlight Financial Holdings, Inc. (SUNL) for Q3 2022, worth a combined $78.8M — down 61% from $200M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SUNL and 11 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 15 added.

The largest buyer was AllianceBernstein, adding an estimated $5.78M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $5.72M sold.

  • 65 institutional investors held Sunlight Financial Holdings, Inc. (SUNL) as of Q3 2022, down from 76 in Q2 2022.
  • Funds reported $78.8M of Sunlight Financial Holdings, Inc. stock for Q3 2022, down 61% quarter-over-quarter.
  • 11 funds opened new Sunlight Financial Holdings, Inc. positions in Q3 2022 and 22 closed out, a net change of -11 holders.
  • The largest Sunlight Financial Holdings, Inc. buyer in Q3 2022 was AllianceBernstein, an estimated $5.78M added.
  • The largest Sunlight Financial Holdings, Inc. seller in Q3 2022 was Balyasny Asset Management, an estimated $5.72M sold.

Based on aggregated 13F filings for Q3 2022.