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Greystone Housing Impact Investors LP
GHI

50 hedge funds and large institutions have $33.3M invested in Greystone Housing Impact Investors LP in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

656% more call options, than puts

Call options by funds: $688K | Put options by funds: $91K

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 46 → 50 (+4)

0.2% less ownership

Funds ownership: 9.67% → 9.47% (-0.2%)

7% less capital invested

Capital invested by funds: $35.9M → $33.3M (-$2.67M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
11
Closed
4
Calls
$688K
Puts
$91K
Net Calls
+$597K
Net Calls Change
-$439K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$442K
2
EH
Equitable Holdings
New York
+$339K
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$335K
4
Mariner
Mariner
Kansas
+$324K
5
SWA
SOA Wealth Advisors
New York
+$281K

Top Sellers

Rank Fund Capital Flow
1
FCH
Freestone Capital Holdings
Washington
-$1.05M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$400K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$326K
4
William Blair & Company
William Blair & Company
Illinois
-$285K
5
BWA
BlueSky Wealth Advisors
North Carolina
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
26
Aveo Capital Partners
Colorado
$328K -$1.46K -92 -0.4%
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$323K +$335K +21,112 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$322K -$400K -25,171 -54%
IA
29
IFG Advisory
Georgia
$320K +$79 +5 +0%
TWM
30
Tradition Wealth Management
Minnesota
$313K +$7.3K +460 +2%
Mariner
31
Mariner
Kansas
$313K +$324K +20,410 New
SWA
32
SOA Wealth Advisors
New York
$271K +$281K +17,679 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$219K -$326K -20,566 -59%
FT
34
Fiduciary Trust
Massachusetts
$211K +$48 +3 +0%
JP Morgan Chase
35
JP Morgan Chase
New York
$186K +$2.92K +184 +2%
GIA
36
Gladstone Institutional Advisory
Florida
$181K +$16 +1 +0%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$157K +$163K +10,246 New
Osaic Holdings
38
Osaic Holdings
Arizona
$144K -$31.3K -1,974 -17%
NFSG
39
Newbridge Financial Services Group
Florida
$85.4K +$1.16K +73 +1%
N
40
Natixis
France
$67K – – –
BWP
41
Baldwin Wealth Partners
Massachusetts
$66K +$32 +2 +0%
AWM
42
AllSquare Wealth Management
New York
$42.2K +$16 +1 +0%
EWA
43
EverSource Wealth Advisors
Alabama
$36.9K +$38.3K +2,411 New
CIA
44
Cape Investment Advisory
Georgia
$31.1K +$32.2K +2,031 New
Group One Trading
45
Group One Trading
Illinois
$29K +$30.1K +1,895 New
NS
46
NBC Securities
Alabama
$12K +$13.1K +826 New
HWA
47
Heritage Wealth Advisors
Virginia
$8.68K – – –
GFPC
48
Global Financial Private Client
Florida
$5.42K – – –
RFG
49
RFP Financial Group
Georgia
$4.2K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$1.47K +$1.52K +96 New
1
2
3

GHI Hedge Fund Activity: Q3 2023 in Review

50 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Greystone Housing Impact Investors LP (GHI) for Q3 2023, worth a combined $33.3M — down 7.4% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GHI positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $442K. The largest seller was Freestone Capital Holdings, cutting an estimated $1.05M.

  • 50 institutional investors held Greystone Housing Impact Investors LP (GHI) as of Q3 2023, up from 46 in Q2 2023.
  • Funds reported $33.3M of Greystone Housing Impact Investors LP stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 9 funds opened new Greystone Housing Impact Investors LP positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest Greystone Housing Impact Investors LP buyer in Q3 2023 was Morgan Stanley, an estimated $442K added.
  • The largest Greystone Housing Impact Investors LP seller in Q3 2023 was Freestone Capital Holdings, an estimated $1.05M sold.

Based on aggregated 13F filings for Q3 2023.