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SUNL

Sunlight Financial Holdings, Inc.

Delisted

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

59 hedge funds and large institutions have $231M invested in Sunlight Financial Holdings, Inc. in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $7.62M | Put options by funds: $820K

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

8% less funds holding

Funds holding: 6459 (-5)

14% less capital invested

Capital invested by funds: $270M → $231M (-$38.9M)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
18
Closed
22
Calls
$7.62M
Puts
$820K
Net Calls
+$6.8M
Net Calls Change
+$7.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$160K -$45K -225 -22%
Goldman Sachs
52
Goldman Sachs
New York
$127K -$922K -4,612 -88%
PCM
53
Penserra Capital Management
California
$80K +$81K +405 New
YCM
54
Yaupon Capital Management
New York
$66K
Osaic Holdings
55
Osaic Holdings
Arizona
$8K -$12.2K -61 -60%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$5K +$1K +5 +25%
UBS Group
57
UBS Group
Switzerland
$4K -$29.6K -148 -88%
BMD
58
Better Money Decisions
New Mexico
$3K
MF
59
Magnetar Financial
Illinois
$2.16K -$680K -3,400 -24%
SIG
60
Senator Investment Group
New York
-$16.7M -80,000 Closed
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
-$9.27M -44,330 Closed
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
-$8.39M -40,118 Closed
JGC
63
J. Goldman & Co
New York
-$7.93M -37,887 Closed
TAM
64
Toscafund Asset Management
United Kingdom
-$3.66M -17,500 Closed
SCM
65
SIR Capital Management
New York
-$3.12M -14,899 Closed
Point72 Asset Management
66
Point72 Asset Management
Connecticut
-$2.86M -13,664 Closed
ACM
67
Arosa Capital Management
Florida
-$2.09M -10,000 Closed
GCM
68
Graham Capital Management
Connecticut
-$1.86M -8,900 Closed
PF
69
Phoenix Financial
Israel
-$1.22M -5,987 Closed
CCM
70
CAAS Capital Management
New York
-$1.22M -5,811 Closed
DCM
71
Dupont Capital Management
Delaware
-$785K -3,750 Closed
Wellington Management Group
72
Wellington Management Group
Massachusetts
-$692K -3,309 Closed
Simplex Trading
73
Simplex Trading
Illinois
-$583K -2,916 Closed
HP
74
Hartree Partners
New York
-$531K -2,538 Closed
SFM
75
Sphera Funds Management
Israel
-$523K -2,500 Closed

SUNL Hedge Fund Activity: Q2 2021 in Review

59 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Sunlight Financial Holdings, Inc. (SUNL) for Q2 2021, worth a combined $231M — down 14% from $270M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SUNL and 17 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 18 added.

The largest buyer was Citadel Advisors, adding an estimated $17.6M. The largest seller was Senator Investment Group, exiting entirely with an estimated $16.7M sold.

  • 59 institutional investors held Sunlight Financial Holdings, Inc. (SUNL) as of Q2 2021, down from 64 in Q1 2021.
  • Funds reported $231M of Sunlight Financial Holdings, Inc. stock for Q2 2021, down 14% quarter-over-quarter.
  • 17 funds opened new Sunlight Financial Holdings, Inc. positions in Q2 2021 and 22 closed out, a net change of -5 holders.
  • The largest Sunlight Financial Holdings, Inc. buyer in Q2 2021 was Citadel Advisors, an estimated $17.6M added.
  • The largest Sunlight Financial Holdings, Inc. seller in Q2 2021 was Senator Investment Group, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2021.