Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Greystone Housing Impact Inv (GHI)

36 + Investors. Track Smart Money conviction in GHI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
4Q ▼
Buyers last Q
49%

Smart Money Signals — GHI

Based on 37 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their GHI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 63% of 3.0Y high

63% of all-time peak
Only 37 funds hold GHI today versus a peak of 59 funds at 2024 Q2 — just 63% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 27% fewer funds vs a year ago

fund count last 6Q
14 fewer hedge funds hold GHI compared to a year ago (-27% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

17 buying18 selling
Last quarter: 18 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 12 → 9 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
22 out of 37 hedge funds have held GHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

10 → 6 → 12 → 9 → 7 new funds/Q
New funds entering each quarter: 6 → 12 → 9 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 18% newcomers

■ 67% veterans ■ 15% 1-2yr ■ 18% new
Entry-cohort mix of 39 holders: 26 (67%) are 2+ year veterans, 6 entered 1–2 years ago, and 7 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
10 of 36 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.7
out of 10
Low Exit Risk
Exit risk score 1.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GHI

In 2026 Q2, 17 hedge funds were net buyers of GHI (7 opened a new position, 10 added to an existing one), while 18 reduced or exited (9 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 38% of total institutional value in GHI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 37.

Hedge Fund Ownership: GHI

How many hedge funds hold GHI — quarterly history vs. share price
Quarterly hedge fund ownership of GHI vs. share price

Market Analysis: GHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GHI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: GHI
36 + Investors

Track Smart Money conviction in GHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 39 -7.69%
13F Shares 2M 2M -0.27%
Total Value $12M $11M 3.89%
New Positions 7 9 -2
Increased Positions 9 9 -
Closed Positions 9 15 -6
Reduced Positions 10 11 -1
Total Calls 1 1 -
Total Puts 2 2 -
PUT/CALL Ratio 2.0 2.0 Bearish

Statistics: GHI

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Financial Highlights

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Institutional Holders (2026 Q2)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GHI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bluefin Capital Management, LLC 0.15% 103,201 $599K
2 Advisory Advocates, LLC 0.06% 12,953 $75K
3 Samalin Investment Counsel, LLC 0.05% 24,898 $144K
4 Equitable Holdings, Inc. 0.02% 623,883 $3.6M
5 Ashton Thomas Securities, LLC 0.02% 25,126 $146K
6 Abel Hall, LLC 0.01% 10,000 $58K
7 Larson Financial Group LLC 0.01% 47,128 $273K
8 Mgo One Seven LLC 0.00% 41,278 $239K
9 Integrity Alliance, LLC. 0.00% 16,534 $96K
10 EverSource Wealth Advisors, LLC 0.00% 10,000 $58K
11 Gladstone Institutional Advisory LLC 0.00% 10,293 $60K
12 NFSG Corp 0.00% 2,575 $15K
13 IFG Advisory, LLC 0.00% 4,378 $25K
14 Stephens Inc /Ar/ 0.00% 10,082 $58K
15 Kestra Advisory Services, LLC 0.00% 16,221 $94K
16 CoreCap Advisors, LLC 0.00% 1,604 $9K
17 Stifel Financial Corp 0.00% 44,789 $260K
18 Morgan Stanley 0.00% 557,470 $3.2M
19 Corient Private Wealth LP 0.00% 21,811 $127K
20 Raymond James Financial Inc 0.00% 61,032 $354K
21 Cetera Investment Advisers 0.00% 14,396 $83K
22 Mariner, LLC 0.00% 11,586 $67K
23 Royal Bank of Canada 0.00% 53,333 $309K
24 Susquehanna International Group, LLP 0.00% 99,649 $578K
25 Susquehanna International Group, LLP 0.00% 94,700 $549K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Greystone Housing Impact Inv (GHI)

What does the Smart Money Trend signal show for GHI?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their GHI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GHI?

More sellers than buyers — 49% buying: Last quarter: 18 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GHI holders?

Strong quality — 38% AUM from major funds: 10 of 36 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GHI?

59% of holders stayed for 2+ years: 22 out of 37 hedge funds have held GHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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