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Greystone Housing Impact Investors LP
GHI

Overview Fund Activity

58 hedge funds and large institutions have $34.5M invested in Greystone Housing Impact Investors LP in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
35
Reduced
15
Closed
7
Calls
$1.78M
Puts
$68K
Net Calls
+$1.71M
Net Calls Change
+$856K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$493K
2
CA
2
Cetera Advisors
Colorado
$338K
3
IA
3
IFG Advisory
Georgia
$580K
4
ACP
4
Aveo Capital Partners
Colorado
$530K
5
KAS
5
Kestra Advisory Services
Texas
$187K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.57M
2
FCH
2
Freestone Capital Holdings
Washington
$2.67M
3
OWA
3
Octavia Wealth Advisors
Ohio
$514K
4
PA
4
Pineridge Advisors
Missouri
$0
5
XF
5
XML Financial
Maryland
$275K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.57M 280,730 -279,282 -50%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.85M 174,759 -912 -0.5%
RJA
3
Raymond James & Associates
Florida
$2.76M 169,235 -852 -0.5%
EH
4
Equitable Holdings
New York
$2.75M 168,580 +1,767 +1%
FCH
5
Freestone Capital Holdings
Washington
$2.67M 163,728 -25,732 -14%
AFIA
6
America First Investment Advisors
Nebraska
$1.89M 116,058 +476 +0.4%
BCM
7
Bluefin Capital Management
New York
$1.68M 103,201 +428 +0.4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.47M 90,212 +1,433 +2%
SIC
9
Samalin Investment Counsel
New York
$1.37M 84,077 +6,972 +9%
Stifel Financial
10
Stifel Financial
Missouri
$725K 44,513 +368 +0.8%
UBS Group
11
UBS Group
Switzerland
$719K 44,140 +1,791 +4%
Wells Fargo
12
Wells Fargo
California
$711K 43,663 -367 -0.8%
LPL Financial
13
LPL Financial
California
$662K 40,653 -3,656 -8%
IA
14
IFG Advisory
Georgia
$580K 35,588 +14,791 +71%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$556K 34,139 +269 +0.8%
ACP
16
Aveo Capital Partners
Colorado
$530K 33,994 +12,668 +59%
OWA
17
Octavia Wealth Advisors
Ohio
$514K 30,876 -9,832 -24%
Citadel Advisors
18
Citadel Advisors
Florida
$512K 31,434 +3,154 +11%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$493K 30,260 +30,260 New
US Bancorp
20
US Bancorp
Minnesota
$491K 30,169 +124 +0.4%
Bank of America
21
Bank of America
North Carolina
$440K 26,996 +673 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$387K 23,749 +514 +2%
RCWM
23
Royal Capital Wealth Management
Indiana
$378K 23,183 +173 +0.8%
PI
24
PFG Investments
New York
$368K 22,611 +853 +4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$341K 20,962 -425 -2%
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