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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
AIC
51
Archer Investment Corporation
Indiana
$3.1K
Legal & General Group
52
Legal & General Group
United Kingdom
$3K
WAM
53
Wolverine Asset Management
Illinois
$3K +$706 +11 +9%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2K -$5.52K -86 -43%
AIP
55
Ameritas Investment Partners
Nebraska
$2K
Barclays
56
Barclays
United Kingdom
$1K -$578 -9 -15%
HWA
57
HHM Wealth Advisors
Tennessee
$1K +$3.21K +50 New
TAM
58
Tucker Asset Management
Colorado
$363
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$51 -$1.74M -27,059 -96%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
-$5.72M -89,114 Closed
JIC
61
Juniper Investment Company
New York
-$4.18M -70,894 Closed
BNP Paribas Asset Management
62
BNP Paribas Asset Management
France
-$4.06M -68,788 Closed
MS
63
Maven Securities
Jersey
-$2.95M -50,000 Closed
UIC
64
Uniplan Investment Counsel
Wisconsin
-$1.84M -31,179 Closed
Citadel Advisors
65
Citadel Advisors
Florida
-$1.4M -21,870 Closed
UOC
66
UBS O'Connor
Illinois
-$1.19M -20,230 Closed
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
-$818K -13,859 Closed
HF
68
HRT Financial
New York
-$619K -10,504 Closed
EGM
69
Engineers Gate Manager
New York
-$287K -4,865 Closed
Squarepoint
70
Squarepoint
New York
-$135K -2,294 Closed
Millennium Management
71
Millennium Management
New York
-$98K -1,653 Closed
CSS
72
Cubist Systematic Strategies
Connecticut
-$96K -1,633 Closed
GCP
73
GSA Capital Partners
United Kingdom
-$95K -1,611 Closed
Jane Street
74
Jane Street
New York
-$91K -1,542 Closed
ECM
75
ExodusPoint Capital Management
New York
-$80K -1,352 Closed

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.