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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
Bank of New York Mellon
51
Bank of New York Mellon
New York
$77K +$102K +720 New
Wolverine Trading
52
Wolverine Trading
Illinois
$71K -$156K -1,106 -63%
BFM
53
Boothbay Fund Management
New York
$69K -$31.1K -220 -25%
PCM
54
Penserra Capital Management
California
$46K +$4.38K +31 +8%
HWA
55
HHM Wealth Advisors
Tennessee
$21K +$28.3K +200 New
UBS Group
56
UBS Group
Switzerland
$20K +$24.2K +171 +814%
WAM
57
Wolverine Asset Management
Illinois
$19K +$25.4K +180 New
Osaic Holdings
58
Osaic Holdings
Arizona
$18K +$18.5K +131 +328%
AIC
59
Archer Investment Corporation
Indiana
$13.3K +$17.7K +125 New
Citigroup
60
Citigroup
New York
$13K +$17K +120 New
QT
61
Quantbot Technologies
New York
$12K +$16.7K +118 New
FHA
62
First Horizon Advisors
Tennessee
$6K +$8.34K +59 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2K -$707 -5 -20%
BMD
64
Better Money Decisions
New Mexico
$2K
Bank of America
65
Bank of America
North Carolina
$2K +$3.25K +23 New
Wells Fargo
66
Wells Fargo
California
$1K -$324K -2,293 -100%
CG
67
Cutler Group
California
$1K +$1.55K +11 New
Walleye Capital
68
Walleye Capital
New York
$469 +$625K +4,419 New
DKCM
69
Davidson Kempner Capital Management
New York
-$23.4M -119,927 Closed
HRCM
70
Hood River Capital Management
Florida
-$20.4M -102,141 Closed
CCA
71
Castle Creek Arbitrage
Colorado
-$13.4M -67,384 Closed
SCP
72
Soroban Capital Partners
New York
-$8.84M -44,230 Closed
BCM
73
Beryl Capital Management
California
-$7.16M -35,836 Closed
Alyeska Investment Group
74
Alyeska Investment Group
Illinois
-$6.44M -32,238 Closed
GL
75
Governors Lane
New York
-$6.2M -31,042 Closed

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.