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Greystone Housing Impact Investors LP

55 hedge funds and large institutions have $28.3M invested in Greystone Housing Impact Investors LP in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $420K

0.21% less ownership

Funds ownership: 8.88%8.67% (-0.21%)

7% less funds holding

Funds holding: 5955 (-4)

8% less capital invested

Capital invested by funds: $30.6M → $28.3M (-$2.31M)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
16
Closed
7
Calls
$1.04M
Puts
$420K
Net Calls
+$620K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.07M +$1.47M +104,444 +41%
EH
2
Equitable Holdings
New York
$2.74M +$295K +20,911 +12%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.39M -$64.7K -4,586 -3%
RJA
4
Raymond James & Associates
Florida
$2.06M -$190K -13,459 -8%
AFIA
5
America First Investment Advisors
Nebraska
$1.64M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.54M +$113K +8,019 +8%
BCM
7
Bluefin Capital Management
New York
$1.45M
UBS Group
8
UBS Group
Switzerland
$1.04M +$203K +14,410 +24%
FCH
9
Freestone Capital Holdings
Washington
$953K -$1.36M -96,107 -59%
Citadel Advisors
10
Citadel Advisors
Florida
$767K +$23.7K +1,677 +3%
Stifel Financial
11
Stifel Financial
Missouri
$683K
SIC
12
Samalin Investment Counsel
New York
$617K -$245K -17,390 -28%
Wells Fargo
13
Wells Fargo
California
$616K
ACP
14
Aveo Capital Partners
Colorado
$447K -$29.9K -2,120 -6%
US Bancorp
15
US Bancorp
Minnesota
$425K
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$425K
Bank of America
17
Bank of America
North Carolina
$409K +$32.4K +2,299 +9%
LPL Financial
18
LPL Financial
California
$399K -$3.85K -273 -0.9%
RCWM
19
Royal Capital Wealth Management
Indiana
$350K +$1.37K +97 +0.4%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$348K -$136K -9,630 -28%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$345K +$5.94K +421 +2%
IA
22
IFG Advisory
Georgia
$294K
TWM
23
Tradition Wealth Management
Minnesota
$291K +$6.83K +484 +2%
Mariner
24
Mariner
Kansas
$288K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$266K +$6.04K +428 +2%

GHI Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Greystone Housing Impact Investors LP (GHI) for Q3 2024, worth a combined $28.3M — down 7.6% from $30.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GHI and 3 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $1.47M. The largest seller was Freestone Capital Holdings, cutting an estimated $1.36M.

  • 55 institutional investors held Greystone Housing Impact Investors LP (GHI) as of Q3 2024, down from 59 in Q2 2024.
  • Funds reported $28.3M of Greystone Housing Impact Investors LP stock for Q3 2024, down 7.6% quarter-over-quarter.
  • 3 funds opened new Greystone Housing Impact Investors LP positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest Greystone Housing Impact Investors LP buyer in Q3 2024 was Morgan Stanley, an estimated $1.47M added.
  • The largest Greystone Housing Impact Investors LP seller in Q3 2024 was Freestone Capital Holdings, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2024.