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Greystone Housing Impact Investors LP

58 hedge funds and large institutions have $34.5M invested in Greystone Housing Impact Investors LP in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,518% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $68K

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 5758 (+1)

1.1% less ownership

Funds ownership: 10.33%9.22% (-1.1%)

13% less capital invested

Capital invested by funds: $39.6M → $34.5M (-$5.09M)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
27
Closed
7
Calls
$1.78M
Puts
$68K
Net Calls
+$1.71M
Net Calls Change
+$856K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$338K +$344K +20,760 New
Mariner
27
Mariner
Kansas
$332K -$50 -3 -0%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$313K -$33K -1,992 -9%
TWM
29
Tradition Wealth Management
Minnesota
$289K -$56.9K -3,429 -16%
SWA
30
SOA Wealth Advisors
New York
$288K -$83 -5 -0%
Creative Planning
31
Creative Planning
Kansas
$279K -$17 -1 -0%
SI
32
Stephens Inc
Arkansas
$278K -$17 -1 -0%
XF
33
XML Financial
Maryland
$275K -$146K -8,833 -34%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$232K -$50 -3 -0%
FT
35
Fiduciary Trust
Massachusetts
$225K -$17 -1 -0%
JP Morgan Chase
36
JP Morgan Chase
New York
$204K -$39.1K -2,355 -16%
GIA
37
Gladstone Institutional Advisory
Florida
$192K -$33 -2 -0%
KAS
38
Kestra Advisory Services
Texas
$187K +$187K +11,248 New
CIA
39
Cape Investment Advisory
Georgia
$132K +$50.3K +3,035 +60%
Osaic Holdings
40
Osaic Holdings
Arizona
$103K -$11.5K -691 -10%
NFSG
41
Newbridge Financial Services Group
Florida
$93.2K +$1.16K +70 +1%
N
42
Natixis
France
$71.2K
BWP
43
Baldwin Wealth Partners
Massachusetts
$70.2K -$17 -1 -0%
CA
44
CoreCap Advisors
Michigan
$57K +$58.1K +3,502 New
AWM
45
AllSquare Wealth Management
New York
$44.9K
EWA
46
EverSource Wealth Advisors
Alabama
$38.6K +$166 +10 +0.4%
HNB
47
Hilltop National Bank
Wyoming
$16.9K +$17.2K +1,036 New
HWA
48
Heritage Wealth Advisors
Virginia
$15.8K
RIL
49
Rothschild Investment LLC
Illinois
$15.1K -$33 -2 -0.2%
NS
50
NBC Securities
Alabama
$13K

GHI Hedge Fund Activity: Q1 2024 in Review

58 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Greystone Housing Impact Investors LP (GHI) for Q1 2024, worth a combined $34.5M — down 13% from $39.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GHI positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 27 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $502K. The largest seller was Morgan Stanley, cutting an estimated $4.67M.

  • 58 institutional investors held Greystone Housing Impact Investors LP (GHI) as of Q1 2024, up from 57 in Q4 2023.
  • Funds reported $34.5M of Greystone Housing Impact Investors LP stock for Q1 2024, down 13% quarter-over-quarter.
  • 8 funds opened new Greystone Housing Impact Investors LP positions in Q1 2024 and 7 closed out, a net change of +1 holder.
  • The largest Greystone Housing Impact Investors LP buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $502K added.
  • The largest Greystone Housing Impact Investors LP seller in Q1 2024 was Morgan Stanley, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2024.