Greystone Housing Impact Investors LP
GHI
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.
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: 50 → 57 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.08M |
| 2 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$661K |
| 3 |
EH
Equitable Holdings
New York
|
+$387K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$224K |
| 5 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$323K |
| 2 |
Rockefeller Capital Management
New York
|
-$280K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$266K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$244K |
| 5 |
AFIA
America First Investment Advisors
Omaha,
Nebraska
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAI
51
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $5.51K | +$5.32K | +329 | New |
|
|
RFG
52
RFP Financial Group
Atlanta,
Georgia
| $4.58K | – | – | – |
|
|
BWL
53
Bogart Wealth LLC
Mclean,
Virginia
| $3.36K | +$3.25K | +201 | New |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $3.02K | +$1.38K | +85 | +89% |
|
55
Simplex Trading
Chicago,
Illinois
| $1K | +$1.18K | +73 | New |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| $554 | +$534 | +33 | New |
|
57
Fidelity Investments
Boston,
Massachusetts
| $17 | +$16 | +1 | New |
|
|
PIWA
58
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| – | -$323K | -21,112 | Closed |
|
59
Mercer Global Advisors
Denver,
Colorado
| – | -$157K | -10,246 | Closed |
|
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.