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Greystone Housing Impact Investors LP
GHI

Overview Fund Activity

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, 30 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
30
Reduced
11
Closed
4
Calls
$688K
Puts
$91K
Net Calls
+$597K
Net Calls Change
-$439K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.81M
2
EH
2
Equitable Holdings
New York
$2.2M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$323K
4
Mariner
4
Mariner
Kansas
$313K
5
SWA
5
SOA Wealth Advisors
New York
$271K

Top Sellers

1
FCH
1
Freestone Capital Holdings
Washington
$2.92M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$322K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$219K
4
William Blair & Company
4
William Blair & Company
Illinois
$0
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
26
Aveo Capital Partners
Colorado
$328K 21,239 -2 -0%
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$323K 20,937 +20,937 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$322K 20,865 -24,772 -54%
IA
29
IFG Advisory
Georgia
$320K 20,712 +91 +0.4%
TWM
30
Tradition Wealth Management
Minnesota
$313K 20,276 +539 +3%
Mariner
31
Mariner
Kansas
$313K 20,241 +20,241 New
SWA
32
SOA Wealth Advisors
New York
$271K 17,533 +17,533 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$219K 14,152 -20,252 -59%
FT
34
Fiduciary Trust
Massachusetts
$211K 13,673 +60 +0.4%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$186K 12,034 +232 +2%
GIA
36
Gladstone Institutional Advisory
Florida
$181K 11,685 +50 +0.4%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$157K 10,161 +10,161 New
Osaic Holdings
38
Osaic Holdings
Arizona
$144K 9,336 -1,911 -17%
NFSG
39
Newbridge Financial Services Group
Florida
$85.4K 5,530 +95 +2%
N
40
Natixis
France
$67K 4,337 +18 +0.4%
BWP
41
Baldwin Wealth Partners
Massachusetts
$66K 4,273 +19 +0.4%
AWM
42
AllSquare Wealth Management
New York
$42.2K 2,734 +12 +0.4%
EWA
43
EverSource Wealth Advisors
Alabama
$36.9K 2,391 +2,391 New
CIA
44
Cape Investment Advisory
Georgia
$31.1K 2,014 +2,014 New
Group One Trading
45
Group One Trading
Illinois
$29K 1,879 +1,879 New
NS
46
NBC Securities
Alabama
$12K 819 +819 New
HWA
47
Heritage Wealth Advisors
Virginia
$8.68K 562 +2 +0.4%
GFPC
48
Global Financial Private Client
Florida
$5.42K 349 +1 +0.3%
RFG
49
RFP Financial Group
Georgia
$4.2K 272 +1 +0.4%
TRCT
50
Tower Research Capital (TRC)
New York
$1.47K 95 +95 New
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2
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