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Greystone Housing Impact Investors LP
GHI

Overview Fund Activity

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, 33 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
33
Reduced
14
Closed
2
Calls
$1.31M
Puts
$453K
Net Calls
+$856K
Net Calls Change
+$259K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.4M
2
OWA
2
Octavia Wealth Advisors
Ohio
$701K
3
EH
3
Equitable Holdings
New York
$2.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.49M
5
PA
5
Pineridge Advisors
Missouri
$144K

Top Sellers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$569K
3
Creative Planning
3
Creative Planning
Kansas
$287K
4
US Bancorp
4
US Bancorp
Minnesota
$504K
5
AFIA
5
America First Investment Advisors
Nebraska
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.4M 560,012 +313,591 +127%
FCH
2
Freestone Capital Holdings
Washington
$3.18M 189,460 +784 +0.4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.95M 175,671 +3,388 +2%
RJA
4
Raymond James & Associates
Florida
$2.86M 170,087 -2,980 -2%
EH
5
Equitable Holdings
New York
$2.8M 166,813 +24,447 +17%
AFIA
6
America First Investment Advisors
Nebraska
$1.94M 115,582 -9,465 -8%
BCM
7
Bluefin Capital Management
New York
$1.74M 102,773 +2,915 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.49M 88,779 +14,088 +19%
SIC
9
Samalin Investment Counsel
New York
$1.29M 77,105 +2,064 +3%
LPL Financial
10
LPL Financial
California
$744K 44,309 -3,951 -8%
Stifel Financial
11
Stifel Financial
Missouri
$741K 44,145 +2,314 +6%
Wells Fargo
12
Wells Fargo
California
$739K 44,030 +2,723 +7%
UBS Group
13
UBS Group
Switzerland
$711K 42,349 -6,765 -14%
OWA
14
Octavia Wealth Advisors
Ohio
$701K 40,708 +40,708 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$569K 33,870 -17,003 -33%
US Bancorp
16
US Bancorp
Minnesota
$504K 30,045 -14,813 -33%
Citadel Advisors
17
Citadel Advisors
Florida
$475K 28,280 -7,654 -21%
Bank of America
18
Bank of America
North Carolina
$442K 26,323 +100 +0.4%
XF
19
XML Financial
Maryland
$430K 25,625 +98 +0.4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$390K 23,235 -260 -1%
RCWM
21
Royal Capital Wealth Management
Indiana
$386K 23,010 +173 +0.8%
PI
22
PFG Investments
New York
$365K 21,758 -238 -1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$359K 21,387 +522 +3%
ACP
24
Aveo Capital Partners
Colorado
$358K 21,326 +87 +0.4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$354K 21,111 -4,952 -19%
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