Sunlight Financial Holdings, Inc.
SUNL
SUNL was delisted on the 25th of September, 2023.
65 hedge funds and large institutions have $316M invested in Sunlight Financial Holdings, Inc. in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 25 closing their positions.
521% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $785K
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
9% more capital invested
Capital invested by funds: $289M → $316M (+$27M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 68 → 65 (-3)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$27M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.7M |
| 3 |
MP
MSD Partners
New York
|
+$8.52M |
| 4 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$7.26M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$9.86M |
| 2 |
Millennium Management
New York
|
-$5.31M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$4.35M |
| 4 |
ECP
Electron Capital Partners
New York
|
-$3.97M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$3.19M |
SUNL Hedge Fund Activity: Q4 2021 in Review
65 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Sunlight Financial Holdings, Inc. (SUNL) for Q4 2021, worth a combined $316M — up 9.4% from $289M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SUNL and 22 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 19 added.
The largest buyer was Invesco, opening a new position worth an estimated $27M. The largest seller was Franklin Resources, exiting entirely with an estimated $9.86M sold.
- 65 institutional investors held Sunlight Financial Holdings, Inc. (SUNL) as of Q4 2021, down from 68 in Q3 2021.
- Funds reported $316M of Sunlight Financial Holdings, Inc. stock for Q4 2021, up 9.4% quarter-over-quarter.
- 22 funds opened new Sunlight Financial Holdings, Inc. positions in Q4 2021 and 25 closed out, a net change of -3 holders.
- The largest Sunlight Financial Holdings, Inc. buyer in Q4 2021 was Invesco, an estimated $27M added.
- The largest Sunlight Financial Holdings, Inc. seller in Q4 2021 was Franklin Resources, an estimated $9.86M sold.
Based on aggregated 13F filings for Q4 2021.