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SUNL

Sunlight Financial Holdings, Inc.
SUNL

Delisted

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

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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: 59 → 68 (+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

Top Buyers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
+$51.9M
2
Coatue Management
Coatue Management
New York
+$21.2M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$20.7M
4
Franklin Resources
Franklin Resources
California
+$13.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.6M

Top Sellers

Rank Fund Capital Flow
1
DKCM
Davidson Kempner Capital Management
New York
-$23.4M
2
HRCM
Hood River Capital Management
Florida
-$20.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.5M
4
CCA
Castle Creek Arbitrage
Colorado
-$13.4M
5
SCP
Soroban Capital Partners
New York
-$8.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
1
FTV Management Company
California
$121M +$179M +1,263,577 New
AMH
2
Apollo Management Holdings
New York
$39M +$51.9M +366,862 New
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$20.4M -$3.14M -22,219 -10%
Coatue Management
4
Coatue Management
New York
$15.9M +$21.2M +150,000 New
Neuberger Berman Group
5
Neuberger Berman Group
New York
$15.5M +$20.7M +146,379 New
Franklin Resources
6
Franklin Resources
California
$9.86M +$13.1M +92,863 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.21M +$9.6M +67,890 New
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$6.38M +$2.82M +19,976 +50%
Millennium Management
9
Millennium Management
New York
$5.31M +$6.5M +45,955 +1,136%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$4.35M +$5.79M +40,981 New
ECP
11
Electron Capital Partners
New York
$3.97M +$5.29M +37,386 New
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$3.56M +$4.74M +33,525 New
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$3.19M +$4.24M +30,000 New
SAM
14
Serengeti Asset Management
New York
$3.19M +$4.24M +30,000 New
UIC
15
Uniplan Investment Counsel
Wisconsin
$3.17M +$19.8K +140 +0.5%
UOC
16
UBS O'Connor
Illinois
$2.77M +$3.69M +26,117 New
Blackstone Inc
17
Blackstone Inc
New York
$2.12M +$2.83M +20,000 New
ACM
18
Altai Capital Management
California
$2.1M +$2.8M +19,800 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.65M +$167K +1,184 +8%
MCM
20
Moore Capital Management
New York
$1.59M +$2.12M +15,000 New
LM
21
Luminus Management
Texas
$1.51M +$2.01M +14,250 New
Marshall Wace
22
Marshall Wace
United Kingdom
$1.34M +$1.65M +11,660 +1,208%
MS
23
Maven Securities
Jersey
$1.33M +$1.41M +10,000 +400%
Fidelity International
24
Fidelity International
Bermuda
$1.3M +$1.25M +8,811 +258%
Hudson Bay Capital Management
25
Hudson Bay Capital Management
Connecticut
$1.13M -$2.52M -17,841 -63%
1
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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.