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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 $307M invested in Sunlight Financial Holdings, Inc. in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $662K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

0% more funds holding

Funds holding: 6565 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less capital invested

Capital invested by funds: $316M → $307M (-$8.33M)

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
21
Reduced
16
Closed
18
Calls
$2.78M
Puts
$662K
Net Calls
+$2.12M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
1
FTV Management Company
California
$127M
AMH
2
Apollo Management Holdings
New York
$37M
Invesco
3
Invesco
Georgia
$19.7M -$6.52M -84,057 -30%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$16.9M +$9.77K +126 +0.1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$13M +$8.36M +107,800 +506%
BNP Paribas Asset Management
6
BNP Paribas Asset Management
France
$12.1M -$6.37M -82,236 -41%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$10.7M -$5.84M -75,280 -42%
Vanguard Group
8
Vanguard Group
Pennsylvania
$10.4M +$2.2M +28,379 +38%
AM
9
Ares Management
California
$8.89M +$6.84M +88,203 New
JIC
10
Juniper Investment Company
New York
$7.15M +$5.5M +70,894 New
PRCP
11
Pacific Ridge Capital Partners
Oregon
$4.67M +$2.2M +28,350 +158%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$3.9M +$2.99M +38,635 New
UIC
13
Uniplan Investment Counsel
Wisconsin
$3.03M +$23K +297 +1%
MP
14
MSD Partners
New York
$2.97M -$4.57M -59,000 -67%
BlackRock
15
BlackRock
New York
$2.65M +$388K +5,011 +24%
HF
16
HRT Financial
New York
$2.5M +$1.92M +24,806 New
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$2.12M +$770K +9,939 +90%
ACM
18
Altai Capital Management
California
$2M
MS
19
Maven Securities
Jersey
$1.78M +$791K +10,200 +136%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.68M +$224K +2,891 +21%
ACA
21
Arena Capital Advisors
California
$1.67M -$275K -3,547 -18%
SAM
22
Serengeti Asset Management
New York
$1.26M -$2.13M -27,500 -69%
SC
23
Shay Capital
New York
$1.23M +$197K +2,543 +26%
Bank of America
24
Bank of America
North Carolina
$1.11M +$854K +11,023 +91,858%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.1M +$512K +6,610 +154%

SUNL Hedge Fund Activity: Q1 2022 in Review

65 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Sunlight Financial Holdings, Inc. (SUNL) for Q1 2022, worth a combined $307M — down 2.6% from $316M a quarter earlier.

Fund positioning in SUNL was balanced in Q1 2022: 18 funds opened new positions, 18 closed out, 21 added to existing stakes and 16 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $8.36M. The largest seller was Coatue Management, exiting entirely with an estimated $13.4M sold.

  • 65 institutional investors held Sunlight Financial Holdings, Inc. (SUNL) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $307M of Sunlight Financial Holdings, Inc. stock for Q1 2022, down 2.6% quarter-over-quarter.
  • 18 funds opened new Sunlight Financial Holdings, Inc. positions in Q1 2022 and 18 closed out, a net change of 0 holders.
  • The largest Sunlight Financial Holdings, Inc. buyer in Q1 2022 was AllianceBernstein, an estimated $8.36M added.
  • The largest Sunlight Financial Holdings, Inc. seller in Q1 2022 was Coatue Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2022.