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Greystone Housing Impact Investors LP

59 hedge funds and large institutions have $30.6M invested in Greystone Housing Impact Investors LP in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $476K

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 5859 (+1)

0.34% less ownership

Funds ownership: 9.22%8.88% (-0.34%)

11% less capital invested

Capital invested by funds: $34.5M → $30.6M (-$3.9M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
30
Reduced
15
Closed
4
Calls
$1.48M
Puts
$476K
Net Calls
+$1M
Net Calls Change
-$707K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$279K -$5.76K -378 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$275K -$36.9K -2,420 -12%
SWA
28
SOA Wealth Advisors
New York
$263K +$1.04K +68 +0.4%
SI
29
Stephens Inc
Arkansas
$254K +$1.07K +70 +0.4%
Creative Planning
30
Creative Planning
Kansas
$240K -$14K -921 -5%
JP Morgan Chase
31
JP Morgan Chase
New York
$240K +$55.5K +3,644 +29%
XF
32
XML Financial
Maryland
$221K -$30.5K -2,002 -12%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$212K +$884 +58 +0.4%
FT
34
Fiduciary Trust
Massachusetts
$205K +$869 +57 +0.4%
PAG
35
Private Advisor Group
New Jersey
$189K +$195K +12,770 New
GIA
36
Gladstone Institutional Advisory
Florida
$175K +$716 +47 +0.4%
HighTower Advisors
37
HighTower Advisors
Illinois
$162K +$167K +10,943 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$153K +$157K +10,320 New
Osaic Holdings
39
Osaic Holdings
Arizona
$130K +$36.8K +2,416 +38%
NFSG
40
Newbridge Financial Services Group
Florida
$74.9K -$10.1K -664 -12%
N
41
Natixis
France
$64.7K
BWP
42
Baldwin Wealth Partners
Massachusetts
$64K +$259 +17 +0.4%
AWM
43
AllSquare Wealth Management
New York
$41K +$168 +11 +0.4%
EWA
44
EverSource Wealth Advisors
Alabama
$36K
ATPW
45
Ashton Thomas Private Wealth
Arizona
$30.7K +$31.6K +2,074 New
CA
46
CoreCap Advisors
Michigan
$29.5K -$23K -1,508 -43%
CIA
47
Cape Investment Advisory
Georgia
$28.6K -$94.1K -6,173 -76%
Simplex Trading
48
Simplex Trading
Illinois
$21K +$21.9K +1,436 New
HNB
49
Hilltop National Bank
Wyoming
$15.3K
HWA
50
Heritage Wealth Advisors
Virginia
$14.4K +$61 +4 +0.4%

GHI Hedge Fund Activity: Q2 2024 in Review

59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Greystone Housing Impact Investors LP (GHI) for Q2 2024, worth a combined $30.6M — down 11% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GHI positions and 4 closed out — a net gain of 2 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $329K. The largest seller was Octavia Wealth Advisors, exiting entirely with an estimated $514K sold.

  • 59 institutional investors held Greystone Housing Impact Investors LP (GHI) as of Q2 2024, up from 58 in Q1 2024.
  • Funds reported $30.6M of Greystone Housing Impact Investors LP stock for Q2 2024, down 11% quarter-over-quarter.
  • 6 funds opened new Greystone Housing Impact Investors LP positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest Greystone Housing Impact Investors LP buyer in Q2 2024 was Citadel Advisors, an estimated $329K added.
  • The largest Greystone Housing Impact Investors LP seller in Q2 2024 was Octavia Wealth Advisors, an estimated $514K sold.

Based on aggregated 13F filings for Q2 2024.