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Greystone Housing Impact Investors LP
GHI

45 hedge funds and large institutions have $37.4M invested in Greystone Housing Impact Investors LP in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

852% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $130K

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

2% more capital invested

Capital invested by funds: $36.5M → $37.4M (+$893K)

0.02% more ownership

Funds ownership: 9.54% → 9.56% (+0.02%)

8% less funds holding

Funds holding: 49 → 45 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
32
Reduced
9
Closed
7
Calls
$1.24M
Puts
$130K
Net Calls
+$1.11M
Net Calls Change
-$901K

Top Buyers

Rank Fund Capital Flow
1
FCH
Freestone Capital Holdings
Washington
+$1.23M
2
EH
Equitable Holdings
New York
+$988K
3
DLG
Daniel L. Goodwin
+$956K
4
LPL Financial
LPL Financial
California
+$271K
5
SMH
Sanders Morris Harris
Texas
+$242K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bluefin Capital Management
New York
-$1.16M
2
N
Natixis
France
-$1.11M
3
Morgan Stanley
Morgan Stanley
New York
-$948K
4
GCP
GSA Capital Partners
United Kingdom
-$225K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
PFG Investments
New York
$383K +$399K +22,540 New
William Blair & Company
27
William Blair & Company
Illinois
$367K +$3.97K +224 +1%
IA
28
IFG Advisory
Georgia
$357K +$3.81K +215 +1%
TWM
29
Tradition Wealth Management
Minnesota
$334K +$9.99K +564 +3%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$322K +$3.46K +195 +1%
Citadel Advisors
31
Citadel Advisors
Florida
$237K +$28.7K +1,617 +13%
FT
32
Fiduciary Trust
Massachusetts
$235K +$2.55K +144 +1%
Osaic Holdings
33
Osaic Holdings
Arizona
$233K +$3.19K +180 +1%
SMH
34
Sanders Morris Harris
Texas
$232K +$242K +13,673 New
JP Morgan Chase
35
JP Morgan Chase
New York
$204K +$2.18K +123 +1%
PAG
36
Private Advisor Group
New Jersey
$184K +$2.78K +157 +1%
NFSG
37
Newbridge Financial Services Group
Florida
$98.7K +$2.39K +135 +2%
BWP
38
Baldwin Wealth Partners
Massachusetts
$73.6K +$797 +45 +1%
AAS
39
Ameritas Advisory Services
Nebraska
$47K +$49.1K +2,770 New
BAM
40
Belpointe Asset Management
Nevada
$29.4K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$17.6K +$177 +10 +1%
HWA
42
Heritage Wealth Advisors
Virginia
$9.68K +$106 +6 +1%
LWP
43
Lumature Wealth Partners
Georgia
$8.82K +$89 +5 +1%
GFPC
44
Global Financial Private Client
Florida
$6K +$53 +3 +0.9%
RFG
45
RFP Financial Group
Georgia
$4.69K +$35 +2 +0.7%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$403 +$27.4K +1,545 +7%
GCP
47
GSA Capital Partners
United Kingdom
– -$225K -13,158 Closed
GIA
48
Gladstone Institutional Advisory
Florida
– -$200K -11,713 Closed
NA
49
NewEdge Advisors
Louisiana
– -$53.2K -3,110 Closed
BlackRock
50
BlackRock
New York
– -$15 -1 Closed
1
2
3

GHI Hedge Fund Activity: Q1 2023 in Review

45 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Greystone Housing Impact Investors LP (GHI) for Q1 2023, worth a combined $37.4M — up 2.4% from $36.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GHI and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 32 added.

The largest buyer was Freestone Capital Holdings, adding an estimated $1.23M. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $1.16M sold.

  • 45 institutional investors held Greystone Housing Impact Investors LP (GHI) as of Q1 2023, down from 49 in Q4 2022.
  • Funds reported $37.4M of Greystone Housing Impact Investors LP stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 3 funds opened new Greystone Housing Impact Investors LP positions in Q1 2023 and 7 closed out, a net change of -4 holders.
  • The largest Greystone Housing Impact Investors LP buyer in Q1 2023 was Freestone Capital Holdings, an estimated $1.23M added.
  • The largest Greystone Housing Impact Investors LP seller in Q1 2023 was Bluefin Capital Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.