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Greystone Housing Impact Investors LP

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, 17 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,518% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $68K

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 5758 (+1)

1.1% less ownership

Funds ownership: 10.33%9.22% (-1.1%)

13% less capital invested

Capital invested by funds: $39.6M → $34.5M (-$5.09M)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

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
17
Reduced
27
Closed
7
Calls
$1.78M
Puts
$68K
Net Calls
+$1.71M
Net Calls Change
+$856K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.57M -$4.67M -281,617 -50%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.85M -$27.3K -1,645 -0.9%
RJA
3
Raymond James & Associates
Florida
$2.76M -$25.9K -1,561 -0.9%
EH
4
Equitable Holdings
New York
$2.75M +$17.8K +1,071 +0.6%
FCH
5
Freestone Capital Holdings
Washington
$2.67M -$440K -26,522 -14%
AFIA
6
America First Investment Advisors
Nebraska
$1.89M -$100 -6 -0%
BCM
7
Bluefin Capital Management
New York
$1.68M -$17 -1 -0%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.47M +$17.6K +1,063 +1%
SIC
9
Samalin Investment Counsel
New York
$1.37M +$110K +6,650 +9%
Stifel Financial
10
Stifel Financial
Missouri
$725K +$3.05K +184 +0.4%
UBS Group
11
UBS Group
Switzerland
$719K +$26.8K +1,614 +4%
Wells Fargo
12
Wells Fargo
California
$711K -$9.14K -551 -1%
LPL Financial
13
LPL Financial
California
$662K -$63.7K -3,841 -9%
IA
14
IFG Advisory
Georgia
$580K +$244K +14,704 +70%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$556K +$2.12K +128 +0.4%
ACP
16
Aveo Capital Partners
Colorado
$530K +$209K +12,579 +59%
OWA
17
Octavia Wealth Advisors
Ohio
$514K -$166K -10,002 -24%
Citadel Advisors
18
Citadel Advisors
Florida
$512K +$50.3K +3,036 +11%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$493K +$502K +30,260 New
US Bancorp
20
US Bancorp
Minnesota
$491K -$17 -1 -0%
Bank of America
21
Bank of America
North Carolina
$440K +$9.34K +563 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$387K +$6.92K +417 +2%
RCWM
23
Royal Capital Wealth Management
Indiana
$378K +$1.28K +77 +0.3%
PI
24
PFG Investments
New York
$368K +$12.6K +762 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$341K -$8.52K -514 -2%

GHI Hedge Fund Activity: Q1 2024 in Review

58 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Greystone Housing Impact Investors LP (GHI) for Q1 2024, worth a combined $34.5M — down 13% from $39.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GHI positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 27 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $502K. The largest seller was Morgan Stanley, cutting an estimated $4.67M.

  • 58 institutional investors held Greystone Housing Impact Investors LP (GHI) as of Q1 2024, up from 57 in Q4 2023.
  • Funds reported $34.5M of Greystone Housing Impact Investors LP stock for Q1 2024, down 13% quarter-over-quarter.
  • 8 funds opened new Greystone Housing Impact Investors LP positions in Q1 2024 and 7 closed out, a net change of +1 holder.
  • The largest Greystone Housing Impact Investors LP buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $502K added.
  • The largest Greystone Housing Impact Investors LP seller in Q1 2024 was Morgan Stanley, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2024.