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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, 33 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
14
Closed
2
Calls
$1.31M
Puts
$453K
Net Calls
+$856K
Net Calls Change
+$259K
Name Market Value Shares Shares
Change
Shares
Change %
TWM
26
Tradition Wealth Management
Minnesota
$354K 21,106 +830 +4%
IA
27
IFG Advisory
Georgia
$349K 20,797 +85 +0.4%
Mariner
28
Mariner
Kansas
$341K 20,323 +82 +0.4%
SWA
29
SOA Wealth Advisors
New York
$296K 17,601 +68 +0.4%
Creative Planning
30
Creative Planning
Kansas
$287K 17,073 -16,268 -49%
SI
31
Stephens Inc
Arkansas
$285K 17,000 -4,731 -22%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$249K 14,822 +2,788 +23%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$239K 14,208 +56 +0.4%
FT
34
Fiduciary Trust
Massachusetts
$231K 13,730 +57 +0.4%
GIA
35
Gladstone Institutional Advisory
Florida
$197K 11,732 +47 +0.4%
PA
36
Pineridge Advisors
Missouri
$144K 8,559 +8,559 New
Osaic Holdings
37
Osaic Holdings
Arizona
$118K 7,005 -2,331 -25%
NFSG
38
Newbridge Financial Services Group
Florida
$94.5K 5,626 +96 +2%
CIA
39
Cape Investment Advisory
Georgia
$84.8K 5,049 +3,035 +151%
TAM
40
Tucker Asset Management
Colorado
$79.6K 4,739 +4,739 New
N
41
Natixis
France
$73.1K 4,354 +17 +0.4%
BWP
42
Baldwin Wealth Partners
Massachusetts
$72K 4,290 +17 +0.4%
AWM
43
AllSquare Wealth Management
New York
$46.1K 2,745 +11 +0.4%
HNB
44
Huntington National Bank
Ohio
$42K 2,501 +2,501 New
EWA
45
EverSource Wealth Advisors
Alabama
$41.2K 2,457 +66 +3%
HWA
46
Heritage Wealth Advisors
Virginia
$16.2K 964 +402 +72%
RIL
47
Rothschild Investment LLC
Illinois
$15.5K 922 +922 New
NS
48
NBC Securities
Alabama
$13K 822 +3 +0.4%
Group One Trading
49
Group One Trading
Illinois
$11.1K 663 -1,216 -65%
GFPC
50
Global Financial Private Client
Florida
$5.88K 350 +1 +0.3%