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Greystone Housing Impact Investors LP
GHI

50 hedge funds and large institutions have $33.3M invested in Greystone Housing Impact Investors LP in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

656% more call options, than puts

Call options by funds: $688K | Put options by funds: $91K

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 46 → 50 (+4)

0.2% less ownership

Funds ownership: 9.67% → 9.47% (-0.2%)

7% less capital invested

Capital invested by funds: $35.9M → $33.3M (-$2.67M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
11
Closed
4
Calls
$688K
Puts
$91K
Net Calls
+$597K
Net Calls Change
-$439K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$442K
2
EH
Equitable Holdings
New York
+$339K
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$335K
4
Mariner
Mariner
Kansas
+$324K
5
SWA
SOA Wealth Advisors
New York
+$281K

Top Sellers

1
FCH
Freestone Capital Holdings
Washington
-$1.05M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$400K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$326K
4
William Blair & Company
William Blair & Company
Illinois
-$285K
5
BWA
BlueSky Wealth Advisors
North Carolina
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.81M +$442K +27,847 +13%
FCH
2
Freestone Capital Holdings
Washington
$2.92M -$1.05M -66,256 -26%
RJA
3
Raymond James & Associates
Florida
$2.67M -$42K -2,648 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.66M +$25.2K +1,588 +0.9%
EH
5
Equitable Holdings
New York
$2.2M +$339K +21,352 +17%
AFIA
6
America First Investment Advisors
Nebraska
$1.93M +$571 +36 +0%
DLG
7
Daniel L. Goodwin
$1.61M +$261K +16,459 +19%
BCM
8
Bluefin Capital Management
New York
$1.54M – – –
SIC
9
Samalin Investment Counsel
New York
$1.16M -$71.3K -4,493 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.15M +$1.14K +72 +0.1%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$786K +$2.38K +150 +0.3%
UBS Group
12
UBS Group
Switzerland
$759K -$132K -8,343 -14%
LPL Financial
13
LPL Financial
California
$746K +$51.2K +3,225 +7%
US Bancorp
14
US Bancorp
Minnesota
$693K +$206 +13 +0%
Stifel Financial
15
Stifel Financial
Missouri
$646K +$810 +51 +0.1%
Wells Fargo
16
Wells Fargo
California
$638K +$4.03K +254 +0.6%
Citadel Advisors
17
Citadel Advisors
Florida
$555K -$14.4K -906 -2%
Creative Planning
18
Creative Planning
Kansas
$515K +$63 +4 +0%
Bank of America
19
Bank of America
North Carolina
$405K -$136K -8,595 -25%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$403K +$17.5K +1,105 +4%
XF
21
XML Financial
Maryland
$394K +$6.95K +438 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$363K +$3.9K +246 +1%
RCWM
23
Royal Capital Wealth Management
Indiana
$353K +$1.38K +87 +0.4%
PI
24
PFG Investments
New York
$340K +$4.08K +257 +1%
SI
25
Stephens Inc
Arkansas
$336K -$15.9K -1,003 -4%
1
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GHI Hedge Fund Activity: Q3 2023 in Review

50 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Greystone Housing Impact Investors LP (GHI) for Q3 2023, worth a combined $33.3M — down 7.4% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GHI positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $442K. The largest seller was Freestone Capital Holdings, cutting an estimated $1.05M.

  • 50 institutional investors held Greystone Housing Impact Investors LP (GHI) as of Q3 2023, up from 46 in Q2 2023.
  • Funds reported $33.3M of Greystone Housing Impact Investors LP stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 9 funds opened new Greystone Housing Impact Investors LP positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest Greystone Housing Impact Investors LP buyer in Q3 2023 was Morgan Stanley, an estimated $442K added.
  • The largest Greystone Housing Impact Investors LP seller in Q3 2023 was Freestone Capital Holdings, an estimated $1.05M sold.

Based on aggregated 13F filings for Q3 2023.