We are live on ! Find out more
GHI icon

Greystone Housing Impact Investors LP

57 hedge funds and large institutions have $39.6M invested in Greystone Housing Impact Investors LP in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

189% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $453K

19% more capital invested

Capital invested by funds: $33.3M → $39.6M (+$6.36M)

14% more funds holding

Funds holding: 5057 (+7)

0.86% more ownership

Funds ownership: 9.47%10.33% (+0.86%)

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
27
Closed
2
Calls
$1.31M
Puts
$453K
Net Calls
+$856K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$354K +$12.1K +749 +4%
IA
27
IFG Advisory
Georgia
$349K -$16 -1 -0%
Mariner
28
Mariner
Kansas
$341K -$32 -2 -0%
SWA
29
SOA Wealth Advisors
New York
$296K -$81 -5 -0%
Creative Planning
30
Creative Planning
Kansas
$287K -$266K -16,475 -49%
SI
31
Stephens Inc
Arkansas
$285K -$78.3K -4,841 -22%
JP Morgan Chase
32
JP Morgan Chase
New York
$249K +$44.5K +2,750 +23%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$239K -$49 -3 -0%
FT
34
Fiduciary Trust
Massachusetts
$231K
GIA
35
Gladstone Institutional Advisory
Florida
$197K -$16 -1 -0%
PA
36
Pineridge Advisors
Missouri
$144K +$139K +8,595 New
Osaic Holdings
37
Osaic Holdings
Arizona
$118K -$38.5K -2,380 -25%
NFSG
38
Newbridge Financial Services Group
Florida
$94.5K +$1.18K +73 +1%
CIA
39
Cape Investment Advisory
Georgia
$84.8K +$49.1K +3,039 +150%
TAM
40
Tucker Asset Management
Colorado
$79.6K +$77K +4,759 New
N
41
Natixis
France
$73.1K -$16 -1 -0%
BWP
42
Baldwin Wealth Partners
Massachusetts
$72K -$16 -1 -0%
AWM
43
AllSquare Wealth Management
New York
$46.1K -$16 -1 -0%
HNB
44
Huntington National Bank
Ohio
$42K +$40.6K +2,511 New
EWA
45
EverSource Wealth Advisors
Alabama
$41.2K +$906 +56 +2%
HWA
46
Heritage Wealth Advisors
Virginia
$16.2K +$6.49K +401 +71%
RIL
47
Rothschild Investment LLC
Illinois
$15.5K +$15K +926 New
NS
48
NBC Securities
Alabama
$13K -$16 -1 -0.1%
Group One Trading
49
Group One Trading
Illinois
$11.1K -$19.9K -1,229 -65%
GFPC
50
Global Financial Private Client
Florida
$5.88K -$16 -1 -0.3%

GHI Hedge Fund Activity: Q4 2023 in Review

57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Greystone Housing Impact Investors LP (GHI) for Q4 2023, worth a combined $39.6M — up 19% from $33.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GHI positions and 2 closed out — a net gain of 8 holders — while 18 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.08M. The largest seller was Prevail Innovative Wealth Advisors, exiting entirely with an estimated $323K sold.

  • 57 institutional investors held Greystone Housing Impact Investors LP (GHI) as of Q4 2023, up from 50 in Q3 2023.
  • Funds reported $39.6M of Greystone Housing Impact Investors LP stock for Q4 2023, up 19% quarter-over-quarter.
  • 10 funds opened new Greystone Housing Impact Investors LP positions in Q4 2023 and 2 closed out, a net change of +8 holders.
  • The largest Greystone Housing Impact Investors LP buyer in Q4 2023 was Morgan Stanley, an estimated $5.08M added.
  • The largest Greystone Housing Impact Investors LP seller in Q4 2023 was Prevail Innovative Wealth Advisors, an estimated $323K sold.

Based on aggregated 13F filings for Q4 2023.