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Greystone Housing Impact Investors LP
GHI

Overview Fund Activity

46 hedge funds and large institutions have $33.7M invested in Greystone Housing Impact Investors LP in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
9
Closed
3
Calls
$1.9M
Puts
$634K
Net Calls
+$1.27M
Net Calls Change
+$679K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$3.43M
2
XF
2
XML Financial
Maryland
$397K
3
Creative Planning
3
Creative Planning
Kansas
$577K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$317K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.13M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
IA
2
IFG Advisory
Georgia
$0
3
N
3
Natixis
France
$1.24M
4
APA
4
American Portfolios Advisors
New York
$5.75K
5
LPL Financial
5
LPL Financial
California
$700K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.9M 283,789 -4,984 -2%
FCH
2
Freestone Capital Holdings
Washington
$4.31M 249,180 +1,882 +0.8%
RJA
3
Raymond James & Associates
Florida
$3.43M 198,198 +40,549 +26%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.55M 147,742 +3,654 +3%
AFIA
5
America First Investment Advisors
Nebraska
$2.11M 121,930 – –
SIC
6
Samalin Investment Counsel
New York
$1.27M 73,288 +202 +0.3%
N
7
Natixis
France
$1.24M 71,842 -16,658 -19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.13M 65,434 +12,295 +23%
BCM
9
Bluefin Capital Management
New York
$1.1M 63,903 +660 +1%
UBS Group
10
UBS Group
Switzerland
$972K 56,241 -2,957 -5%
ACP
11
Aveo Capital Partners
Colorado
$778K 45,036 -4,503 -9%
US Bancorp
12
US Bancorp
Minnesota
$756K 43,738 -570 -1%
LPL Financial
13
LPL Financial
California
$700K 40,532 -7,596 -16%
Wells Fargo
14
Wells Fargo
California
$693K 40,117 +5,160 +15%
Stifel Financial
15
Stifel Financial
Missouri
$661K 38,252 +197 +0.5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$588K 34,033 – –
Bank of America
17
Bank of America
North Carolina
$580K 33,598 +273 +0.8%
Creative Planning
18
Creative Planning
Kansas
$577K 33,366 +18,699 +127%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$572K 33,134 +155 +0.5%
DLG
20
Daniel L. Goodwin
$468K 27,050 +12,150 +82%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$428K 24,747 +1,866 +8%
XF
22
XML Financial
Maryland
$397K 23,001 +23,001 New
RCWM
23
Royal Capital Wealth Management
Indiana
$380K 21,995 +61 +0.3%
William Blair & Company
24
William Blair & Company
Illinois
$359K 20,763 – –
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$317K 18,341 +13,866 +310%
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