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SUNL

Sunlight Financial Holdings, Inc.

Delisted

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

70 hedge funds and large institutions have $83.9M invested in Sunlight Financial Holdings, Inc. in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,637% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $68K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

8% more funds holding

Funds holding: 6570 (+5)

7% more capital invested

Capital invested by funds: $78.8M → $83.9M (+$5.16M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
18
Reduced
16
Closed
16
Calls
$1.18M
Puts
$68K
Net Calls
+$1.11M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$12.3K -$83 -3 -0.6%
UBS Group
52
UBS Group
Switzerland
$8.63K +$9.28K +335 New
Barclays
53
Barclays
United Kingdom
$8.27K +$7.45K +269 +517%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$7K +$5.18K +187 +161%
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$7K +$7.28K +263 New
AB
56
Amalgamated Bank
New York
$6K
Group One Trading
57
Group One Trading
Illinois
$5.81K +$6.23K +225 New
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$4.21K
Osaic Holdings
59
Osaic Holdings
Arizona
$4K +$692 +25 +16%
AIC
60
Archer Investment Corporation
Indiana
$3.23K
WAM
61
Wolverine Asset Management
Illinois
$3.08K -$305 -11 -8%
Legal & General Group
62
Legal & General Group
United Kingdom
$2.63K
AIP
63
Ameritas Investment Partners
Nebraska
$2.33K
HWA
64
HHM Wealth Advisors
Tennessee
$1.29K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$387 +$194 +7 +88%
FFA
66
Farther Finance Advisors
California
$307 +$332 +12 New
Citigroup
67
Citigroup
New York
$210 -$277 -10 -56%
TAM
68
Tucker Asset Management
Colorado
$49 -$360 -13 -87%
CS
69
Credit Suisse
Switzerland
$1 -$194 -7 Closed
CSCSIM
70
Clear Sky Carbon Solutions Investment Management
Texas
-$732K -29,513 Closed
ACM
71
Altai Capital Management
California
-$491K -19,800 Closed
BFM
72
Boothbay Fund Management
New York
-$324K -13,075 Closed
SC
73
Shay Capital
New York
-$256K -10,337 Closed
SO
74
STRS Ohio
Ohio
-$133K -5,385 Closed
JGC
75
J. Goldman & Co
New York
-$104K -3,750 Closed

SUNL Hedge Fund Activity: Q4 2022 in Review

70 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Sunlight Financial Holdings, Inc. (SUNL) for Q4 2022, worth a combined $83.9M — up 6.5% from $78.8M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUNL positions and 16 closed out — a net gain of 6 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Bardin Hill Management Partners, opening a new position worth an estimated $3.97M. The largest seller was Invesco, cutting an estimated $7.19M.

  • 70 institutional investors held Sunlight Financial Holdings, Inc. (SUNL) as of Q4 2022, up from 65 in Q3 2022.
  • Funds reported $83.9M of Sunlight Financial Holdings, Inc. stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 22 funds opened new Sunlight Financial Holdings, Inc. positions in Q4 2022 and 16 closed out, a net change of +6 holders.
  • The largest Sunlight Financial Holdings, Inc. buyer in Q4 2022 was Bardin Hill Management Partners, an estimated $3.97M added.
  • The largest Sunlight Financial Holdings, Inc. seller in Q4 2022 was Invesco, an estimated $7.19M sold.

Based on aggregated 13F filings for Q4 2022.