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SUNL

Sunlight Financial Holdings, Inc.

Delisted

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

48 hedge funds and large institutions have $17.4M invested in Sunlight Financial Holdings, Inc. in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less capital invested

Capital invested by funds: $19.8M → $17.4M (-$2.41M)

20% less funds holding

Funds holding: 6048 (-12)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

Holders
48
Holders Change
-12
Holders Change %
-20%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
12
Reduced
15
Closed
20
Calls
$58K
Puts
Net Calls
+$58K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$14K -$46.4K -6,110 -72%
OMC
27
Old Mission Capital
Illinois
$12.1K +$15.9K +2,091 New
VF
28
Virtu Financial
New York
$8K +$10.8K +1,430 New
Jane Street
29
Jane Street
New York
$7.39K -$51.9K -6,838 -84%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$7.13K -$947K -124,771 -99%
UBS Group
31
UBS Group
Switzerland
$6.28K +$5.3K +698 +181%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$6.28K +$8.22K +1,083 New
Squarepoint
33
Squarepoint
New York
$4.84K +$6.33K +835 New
Two Sigma Advisers
34
Two Sigma Advisers
New York
$4.76K +$303 +40 +5%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$4.7K -$10K -1,319 -62%
Group One Trading
36
Group One Trading
Illinois
$3.45K +$76 +10 +2%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.25K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2K -$296 -39 -11%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.35K +$440 +58 +33%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$969 +$690 +91 +120%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$953
Citigroup
42
Citigroup
New York
$740 +$675 +89 +228%
AIC
43
Archer Investment Corporation
Indiana
$725
Wells Fargo
44
Wells Fargo
California
$80 -$1.52K -200 -93%
FFA
45
Farther Finance Advisors
California
$69
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$58 -$9.14K -1,205 -99%
NA
47
NewEdge Advisors
Louisiana
$58
TAM
48
Tucker Asset Management
Colorado
$12
HF
49
HRT Financial
New York
-$62K -10,059 Closed
Millennium Management
50
Millennium Management
New York
-$59K -9,406 Closed

SUNL Hedge Fund Activity: Q2 2023 in Review

48 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Sunlight Financial Holdings, Inc. (SUNL) for Q2 2023, worth a combined $17.4M — down 12% from $19.8M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SUNL and 8 opened new positions — a net loss of 12 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was AllianceBernstein, adding an estimated $895K. The largest seller was Neuberger Berman Group, cutting an estimated $947K.

  • 48 institutional investors held Sunlight Financial Holdings, Inc. (SUNL) as of Q2 2023, down from 60 in Q1 2023.
  • Funds reported $17.4M of Sunlight Financial Holdings, Inc. stock for Q2 2023, down 12% quarter-over-quarter.
  • 8 funds opened new Sunlight Financial Holdings, Inc. positions in Q2 2023 and 20 closed out, a net change of -12 holders.
  • The largest Sunlight Financial Holdings, Inc. buyer in Q2 2023 was AllianceBernstein, an estimated $895K added.
  • The largest Sunlight Financial Holdings, Inc. seller in Q2 2023 was Neuberger Berman Group, an estimated $947K sold.

Based on aggregated 13F filings for Q2 2023.