TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

43 hedge funds and large institutions have $64.3M invested in Ecofin Sustainable & Social Impact Term Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
14
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$11.6M
2
Bank of America
2
Bank of America
North Carolina
$3.2M
3
WAM
3
Wolverine Asset Management
Illinois
$644K
4
SFS
4
Sowell Financial Services
Arkansas
$227K
5
LSC
5
Logan Stone Capital
Illinois
$219K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.83M
2
Wells Fargo
2
Wells Fargo
California
$519K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJT
4
Raymond James Trust
Florida
$0
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$7.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
26
Hilltop Holdings
Texas
$246K -$12.9K -1,000 -5%
UBS Group
27
UBS Group
Switzerland
$231K -$12.8K -996 -5%
SFS
28
Sowell Financial Services
Arkansas
$227K +$227K +17,644 New
LSC
29
Logan Stone Capital
Illinois
$219K +$219K +17,021 New
SFS
30
Shaker Financial Services
Virginia
$207K +$207K +16,124 New
MC
31
Matisse Capital
Oregon
$204K – – –
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$199K – – –
FHA
33
Flagship Harbor Advisors
Massachusetts
$198K +$14.3K +1,109 +8%
CPIG
34
Chicago Partners Investment Group
Illinois
$179K -$39.6K -3,002 -18%
Stifel Financial
35
Stifel Financial
Missouri
$154K +$835 +65 +0.5%
BRWA
36
B. Riley Wealth Advisors
Florida
$153K +$153K +11,905 New
AWS
37
Atria Wealth Solutions
New York
$151K +$151K +11,779 New
AC
38
Almitas Capital
California
$104K +$104K +8,100 New
CA
39
Clearstead Advisors
Ohio
$12.6K +$257 +20 +2%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$6.43K – – –
C
41
Covestor
United Kingdom
$3K +$539 +37 +22%
IA
42
IFP Advisors
Florida
$1K -$316 -6 -24%
PA
43
Parallel Advisors
California
$346 – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$305K -23,932 Closed
RJT
45
Raymond James Trust
Florida
– -$211K -16,588 Closed
BWA
46
BDO Wealth Advisors
Florida
– -$24K -1,900 Closed
BWM
47
BerganKDV Wealth Management
Minnesota
– -$6K -500 Closed
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