TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

30 hedge funds and large institutions have $38.1M invested in Ecofin Sustainable & Social Impact Term Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$5.12M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.43M
3
SFS
3
Shaker Financial Services
Virginia
$2.31M
4
WA
4
Wealth Alliance
New York
$612K
5
CW
5
CreativeOne Wealth
Kansas
$500K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$509K
4
UBS Group
4
UBS Group
Switzerland
$805K
5
Truist Financial
5
Truist Financial
North Carolina
$949K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$3K – – –
LC
27
Lindbrook Capital
California
$3K – – –
APA
28
American Portfolios Advisors
New York
$1.31K – – –
WAM
29
Wolverine Asset Management
Illinois
– -$1.14M -108,016 Closed
Goldman Sachs
30
Goldman Sachs
New York
– -$314K -29,771 Closed
CS
31
Credit Suisse
Switzerland
– -$211K -20,000 Closed
1
2