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SUNL

Sunlight Financial Holdings, Inc.

Delisted

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

60 hedge funds and large institutions have $19.8M invested in Sunlight Financial Holdings, Inc. in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less funds holding

Funds holding: 7060 (-10)

76% less capital invested

Capital invested by funds: $83.9M → $19.8M (-$64.1M)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
60
Holders Change
-10
Holders Change %
-14.29%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
22
Reduced
19
Closed
13
Calls
$113K
Puts
Net Calls
+$113K
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
1
FTV Management Company
California
$7.83M
AllianceBernstein
2
AllianceBernstein
Tennessee
$2.55M +$1.23M +55,696 +16%
AMH
3
Apollo Management Holdings
New York
$2.29M
EC
4
ECP ControlCo
New Jersey
$1.29M
AM
5
Ares Management
California
$916K
BHMP
6
Bardin Hill Management Partners
New York
$839K -$203K -9,236 -6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$787K +$573K +26,000 +26%
Vanguard Group
8
Vanguard Group
Pennsylvania
$688K +$2.07K +94 +0.1%
BlackRock
9
BlackRock
New York
$668K +$399K +18,130 +20%
DRP
10
Decade Renewable Partners
Texas
$586K -$13.7K -620 -0.7%
MP
11
MSD Partners
New York
$184K
Geode Capital Management
12
Geode Capital Management
Massachusetts
$184K +$17.2K +783 +3%
State Street
13
State Street
Massachusetts
$124K +$2.42K +110 +0.6%
GCP
14
GSA Capital Partners
United Kingdom
$99K -$55.7K -2,527 -14%
QL
15
Quarry LP
New York
$69.7K +$2.03K +92 +0.8%
Northern Trust
16
Northern Trust
Illinois
$66.4K +$5.33K +242 +2%
ACA
17
Arena Capital Advisors
California
$62.1K
HF
18
HRT Financial
New York
$62K -$345K -15,676 -61%
Millennium Management
19
Millennium Management
New York
$59K -$432K -19,632 -68%
BCM
20
Bridgeway Capital Management
Texas
$57.2K +$33K +1,500 +20%
Goldman Sachs
21
Goldman Sachs
New York
$53.3K -$280K -12,728 -60%
Jane Street
22
Jane Street
New York
$50.7K -$320K -14,508 -64%
Renaissance Technologies
23
Renaissance Technologies
New York
$47K +$26.8K +1,215 +19%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$35.5K -$6.65K -302 -5%
Morgan Stanley
25
Morgan Stanley
New York
$28.2K -$199K -9,039 -67%

SUNL Hedge Fund Activity: Q1 2023 in Review

60 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Sunlight Financial Holdings, Inc. (SUNL) for Q1 2023, worth a combined $19.8M — down 76% from $83.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SUNL and 3 opened new positions — a net loss of 10 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was AllianceBernstein, adding an estimated $1.23M. The largest seller was Pacific Ridge Capital Partners, exiting entirely with an estimated $1.04M sold.

  • 60 institutional investors held Sunlight Financial Holdings, Inc. (SUNL) as of Q1 2023, down from 70 in Q4 2022.
  • Funds reported $19.8M of Sunlight Financial Holdings, Inc. stock for Q1 2023, down 76% quarter-over-quarter.
  • 3 funds opened new Sunlight Financial Holdings, Inc. positions in Q1 2023 and 13 closed out, a net change of -10 holders.
  • The largest Sunlight Financial Holdings, Inc. buyer in Q1 2023 was AllianceBernstein, an estimated $1.23M added.
  • The largest Sunlight Financial Holdings, Inc. seller in Q1 2023 was Pacific Ridge Capital Partners, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2023.