TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

41 hedge funds and large institutions have $46.1M invested in Ecofin Sustainable & Social Impact Term Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$7.73M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.44M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$626K
4
LPL Financial
4
LPL Financial
California
$369K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$305K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.52M
2
AC
2
Aristides Capital
Kentucky
$267K
3
Morgan Stanley
3
Morgan Stanley
New York
$6.54M
4
Wells Fargo
4
Wells Fargo
California
$1.11M
5
CIA
5
Cladis Investment Advisory
Montana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
26
Hilltop Holdings
Texas
$257K – – –
UBS Group
27
UBS Group
Switzerland
$242K +$128K +10,032 +112%
CPIG
28
Chicago Partners Investment Group
Illinois
$218K – – –
RJT
29
Raymond James Trust
Florida
$211K – – –
MC
30
Matisse Capital
Oregon
$202K – – –
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$197K – – –
FHA
32
Flagship Harbor Advisors
Massachusetts
$182K +$52.7K +4,134 +41%
Stifel Financial
33
Stifel Financial
Missouri
$152K – – –
BWA
34
BDO Wealth Advisors
Florida
$24K +$24K +1,900 New
APA
35
American Portfolios Advisors
New York
$15.4K +$268 +21 +2%
CA
36
Clearstead Advisors
Ohio
$12K +$212 +17 +2%
BWM
37
BerganKDV Wealth Management
Minnesota
$6K +$6K +500 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$6K +$6K +500 New
C
39
Covestor
United Kingdom
$2K +$142 +12 +8%
IA
40
IFP Advisors
Florida
$1K – – –
CIA
41
Cladis Investment Advisory
Montana
– -$166K -12,000 Closed
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
– -$164K -11,894 Closed
AIP
43
Ahrens Investment Partners
Louisiana
– -$79K -5,700 Closed
Bessemer Group
44
Bessemer Group
New Jersey
– -$1K -52 Closed
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