We are live on ! Find out more
GHI icon

Greystone Housing Impact Investors LP

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.

New
Increased
Maintained
Reduced
Closed

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: 5057 (+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

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
27
Closed
2
Calls
$1.31M
Puts
$453K
Net Calls
+$856K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.4M +$5.08M +313,872 +126%
FCH
2
Freestone Capital Holdings
Washington
$3.18M +$16 +1 +0%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.95M +$43.4K +2,685 +2%
RJA
4
Raymond James & Associates
Florida
$2.86M -$60.1K -3,714 -2%
EH
5
Equitable Holdings
New York
$2.8M +$387K +23,956 +17%
AFIA
6
America First Investment Advisors
Nebraska
$1.94M -$162K -10,026 -8%
BCM
7
Bluefin Capital Management
New York
$1.74M +$40.6K +2,511 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.49M +$224K +13,835 +18%
SIC
9
Samalin Investment Counsel
New York
$1.29M +$28.5K +1,760 +2%
LPL Financial
10
LPL Financial
California
$744K -$67.4K -4,168 -9%
Stifel Financial
11
Stifel Financial
Missouri
$741K +$34.8K +2,149 +5%
Wells Fargo
12
Wells Fargo
California
$739K +$41.4K +2,563 +6%
UBS Group
13
UBS Group
Switzerland
$711K -$113K -6,997 -14%
OWA
14
Octavia Wealth Advisors
Ohio
$701K +$661K +40,878 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$569K -$280K -17,286 -34%
US Bancorp
16
US Bancorp
Minnesota
$504K -$244K -15,062 -33%
Citadel Advisors
17
Citadel Advisors
Florida
$475K -$127K -7,836 -22%
Bank of America
18
Bank of America
North Carolina
$442K -$146 -9 -0%
XF
19
XML Financial
Maryland
$430K -$129 -8 -0%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$390K -$5.81K -359 -2%
RCWM
21
Royal Capital Wealth Management
Indiana
$386K +$1.28K +79 +0.3%
PI
22
PFG Investments
New York
$365K -$5.34K -330 -1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$359K +$7.07K +437 +2%
ACP
24
Aveo Capital Partners
Colorado
$358K -$16 -1 -0%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$354K -$82.2K -5,081 -19%

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.