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SUNL

Sunlight Financial Holdings, Inc.

Delisted

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

76 hedge funds and large institutions have $200M invested in Sunlight Financial Holdings, Inc. in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,748% more call options, than puts

Call options by funds: $924K | Put options by funds: $50K

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

17% more funds holding

Funds holding: 6576 (+11)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

35% less capital invested

Capital invested by funds: $307M → $200M (-$108M)

Holders
76
Holders Change
+11
Holders Change %
+16.92%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
22
Reduced
17
Closed
16
Calls
$924K
Puts
$50K
Net Calls
+$874K
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
1
FTV Management Company
California
$74.6M
AMH
2
Apollo Management Holdings
New York
$21.6M
EC
3
ECP ControlCo
New Jersey
$12.3M +$17.3M +207,769 New
Invesco
4
Invesco
Georgia
$11.7M +$173K +2,074 +1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$10.9M +$4.66M +55,945 +43%
AM
6
Ares Management
California
$8.65M +$4.87M +58,446 +66%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$8.01M -$2.86M -34,319 -20%
Vanguard Group
8
Vanguard Group
Pennsylvania
$6.44M +$499K +5,991 +6%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$5.26M -$1.41M -16,934 -16%
BlackRock
10
BlackRock
New York
$5.22M +$5.18M +62,095 +236%
JIC
11
Juniper Investment Company
New York
$4.18M
BNP Paribas Asset Management
12
BNP Paribas Asset Management
France
$4.06M -$4.28M -51,349 -43%
MS
13
Maven Securities
Jersey
$2.95M +$2.69M +32,300 +182%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$2.49M -$342K -4,105 -9%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$2.3M +$23.3K +279 +0.7%
State Street
16
State Street
Massachusetts
$2.21M +$2.62M +31,434 +524%
UIC
17
Uniplan Investment Counsel
Wisconsin
$1.84M +$91.9K +1,103 +4%
MP
18
MSD Partners
New York
$1.74M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.67M +$973K +11,679 +70%
Citadel Advisors
20
Citadel Advisors
Florida
$1.29M +$1.74M +20,875 +2,098%
UOC
21
UBS O'Connor
Illinois
$1.19M +$1.69M +20,230 New
ACM
22
Altai Capital Management
California
$1.17M
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$818K +$708K +8,496 +158%
SC
24
Shay Capital
New York
$719K -$3.17K -38 -0.3%
Renaissance Technologies
25
Renaissance Technologies
New York
$671K +$39.6K +475 +4%

SUNL Hedge Fund Activity: Q2 2022 in Review

76 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Sunlight Financial Holdings, Inc. (SUNL) for Q2 2022, worth a combined $200M — down 35% from $307M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUNL positions and 16 closed out — a net gain of 11 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was ECP ControlCo, opening a new position worth an estimated $17.3M. The largest seller was BNP Paribas Asset Management, cutting an estimated $4.28M.

  • 76 institutional investors held Sunlight Financial Holdings, Inc. (SUNL) as of Q2 2022, up from 65 in Q1 2022.
  • Funds reported $200M of Sunlight Financial Holdings, Inc. stock for Q2 2022, down 35% quarter-over-quarter.
  • 27 funds opened new Sunlight Financial Holdings, Inc. positions in Q2 2022 and 16 closed out, a net change of +11 holders.
  • The largest Sunlight Financial Holdings, Inc. buyer in Q2 2022 was ECP ControlCo, an estimated $17.3M added.
  • The largest Sunlight Financial Holdings, Inc. seller in Q2 2022 was BNP Paribas Asset Management, an estimated $4.28M sold.

Based on aggregated 13F filings for Q2 2022.