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Greystone Housing Impact Investors LP
GHI

Overview Fund Activity

46 hedge funds and large institutions have $35.9M invested in Greystone Housing Impact Investors LP in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
14
Closed
5
Calls
$1.1M
Puts
$68K
Net Calls
+$1.04M
Net Calls Change
-$72K

Top Buyers

1
BCM
1
Bluefin Capital Management
New York
$1.64M
2
EH
2
Equitable Holdings
New York
$1.99M
3
Citadel Advisors
3
Citadel Advisors
Florida
$604K
4
SI
4
Stephens Inc
Arkansas
$373K
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$275K

Top Sellers

1
N
1
Natixis
France
$71.2K
2
ACP
2
Aveo Capital Partners
Colorado
$350K
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$752K
5
SMH
5
Sanders Morris Harris
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$373K 22,631 +22,631 New
PI
27
PFG Investments
New York
$357K 21,650 -511 -2%
ACP
28
Aveo Capital Partners
Colorado
$350K 21,241 -20,751 -49%
IA
29
IFG Advisory
Georgia
$340K 20,621 – –
TWM
30
Tradition Wealth Management
Minnesota
$325K 19,737 +403 +2%
William Blair & Company
31
William Blair & Company
Illinois
$285K 17,284 -3,915 -18%
BWA
32
BlueSky Wealth Advisors
North Carolina
$275K 16,677 +16,677 New
FT
33
Fiduciary Trust
Massachusetts
$224K 13,613 – –
PAG
34
Private Advisor Group
New Jersey
$206K 12,523 +1,900 +18%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$194K 11,802 – –
GIA
36
Gladstone Institutional Advisory
Florida
$192K 11,635 +11,635 New
Osaic Holdings
37
Osaic Holdings
Arizona
$185K 11,247 -2,233 -17%
NFSG
38
Newbridge Financial Services Group
Florida
$89.6K 5,435 -271 -5%
N
39
Natixis
France
$71.2K 4,319 -57,581 -93%
BWP
40
Baldwin Wealth Partners
Massachusetts
$70.1K 4,254 – –
AWM
41
AllSquare Wealth Management
New York
$41K 2,722 +2,722 New
HWA
42
Heritage Wealth Advisors
Virginia
$9.23K 560 – –
LWP
43
Lumature Wealth Partners
Georgia
$8.41K 510 – –
GFPC
44
Global Financial Private Client
Florida
$5.76K 348 – –
RFG
45
RFP Financial Group
Georgia
$4.47K 271 – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$16 1 +1 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
– – -18,634 Closed
SMH
48
Sanders Morris Harris
Texas
– – -13,443 Closed
AAS
49
Ameritas Advisory Services
Nebraska
– – -2,723 Closed
BAM
50
Belpointe Asset Management
Nevada
– – -1,701 Closed
1
2
3