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Greystone Housing Impact Investors LP

55 hedge funds and large institutions have $28.3M invested in Greystone Housing Impact Investors LP in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $420K

0.21% less ownership

Funds ownership: 8.88%8.67% (-0.21%)

7% less funds holding

Funds holding: 5955 (-4)

8% less capital invested

Capital invested by funds: $30.6M → $28.3M (-$2.31M)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
16
Closed
7
Calls
$1.04M
Puts
$420K
Net Calls
+$620K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFG Investments
New York
$259K -$39.2K -2,780 -13%
SWA
27
SOA Wealth Advisors
New York
$249K
SI
28
Stephens Inc
Arkansas
$240K
Creative Planning
29
Creative Planning
Kansas
$228K
XF
30
XML Financial
Maryland
$199K -$9.72K -689 -5%
FT
31
Fiduciary Trust
Massachusetts
$194K
PAG
32
Private Advisor Group
New Jersey
$179K -$14 -1 -0%
Group One Trading
33
Group One Trading
Illinois
$175K +$176K +12,500 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$166K -$98.3K -6,967 -37%
EWA
35
EverSource Wealth Advisors
Alabama
$90.9K +$56.4K +4,000 +161%
Osaic Holdings
36
Osaic Holdings
Arizona
$87.3K -$35.8K -2,534 -29%
NFSG
37
Newbridge Financial Services Group
Florida
$81.5K +$10.6K +752 +15%
N
38
Natixis
France
$61.3K
BWP
39
Baldwin Wealth Partners
Massachusetts
$60.7K
JP Morgan Chase
40
JP Morgan Chase
New York
$40.4K -$188K -13,292 -82%
AWM
41
AllSquare Wealth Management
New York
$38.8K
JIP
42
Jaffetilchin Investment Partners
Florida
$31.5K +$31.6K +2,243 New
FFO
43
Fortitude Family Office
Arizona
$19.4K +$19.5K +1,381 New
HNB
44
Hilltop National Bank
Wyoming
$14.5K
HWA
45
Heritage Wealth Advisors
Virginia
$13.6K
RIL
46
Rothschild Investment LLC
Illinois
$13K
Jones Financial Companies
47
Jones Financial Companies
Missouri
$11.6K +$10.6K +749 +764%
NS
48
NBC Securities
Alabama
$11K
CA
49
CoreCap Advisors
Michigan
$5.47K -$22.6K -1,604 -80%
GFPC
50
Global Financial Private Client
Florida
$4.94K

GHI Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Greystone Housing Impact Investors LP (GHI) for Q3 2024, worth a combined $28.3M — down 7.6% from $30.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GHI and 3 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $1.47M. The largest seller was Freestone Capital Holdings, cutting an estimated $1.36M.

  • 55 institutional investors held Greystone Housing Impact Investors LP (GHI) as of Q3 2024, down from 59 in Q2 2024.
  • Funds reported $28.3M of Greystone Housing Impact Investors LP stock for Q3 2024, down 7.6% quarter-over-quarter.
  • 3 funds opened new Greystone Housing Impact Investors LP positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest Greystone Housing Impact Investors LP buyer in Q3 2024 was Morgan Stanley, an estimated $1.47M added.
  • The largest Greystone Housing Impact Investors LP seller in Q3 2024 was Freestone Capital Holdings, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2024.