TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

46 hedge funds and large institutions have $61.3M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$842K
2
Bank of America
2
Bank of America
North Carolina
$3.99M
3
SFS
3
Shaker Financial Services
Virginia
$887K
4
WAM
4
Wolverine Asset Management
Illinois
$1.16M
5
LSC
5
Logan Stone Capital
Illinois
$625K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$145K
2
AW
2
Atlas Wealth
Ohio
$14.3M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
SCM
5
Saba Capital Management
New York
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$284K – – –
AC
27
Aristides Capital
Kentucky
$271K – – –
KACA
28
Kayne Anderson Capital Advisors
California
$268K – – –
HH
29
Hilltop Holdings
Texas
$248K – – –
UBS Group
30
UBS Group
Switzerland
$229K -$4.25K -328 -2%
CPIG
31
Chicago Partners Investment Group
Illinois
$209K +$30.5K +2,316 +17%
MC
32
Matisse Capital
Oregon
$206K – – –
FHA
33
Flagship Harbor Advisors
Massachusetts
$204K +$4.02K +310 +2%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$201K – – –
AWS
35
Atria Wealth Solutions
New York
$174K +$21.5K +1,660 +14%
HighTower Advisors
36
HighTower Advisors
Illinois
$162K +$162K +13,016 New
CCP
37
Clough Capital Partners
Massachusetts
$158K +$158K +12,200 New
BRWA
38
B. Riley Wealth Advisors
Florida
$145K -$9.08K -700 -6%
PAIM
39
Punch & Associates Investment Management
Minnesota
$145K -$7.56M -582,917 -98%
HNB
40
Huntington National Bank
Ohio
$38.9K – – –
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$32.4K +$25.9K +2,000 +400%
AIP
42
Ahrens Investment Partners
Louisiana
$15.6K +$15.6K +1,200 New
JMF
43
Johnson Midwest Financial
Iowa
$6.33K +$6.33K +488 New
2L
44
25 LLC
Missouri
$5.9K +$5.9K +457 New
Bessemer Group
45
Bessemer Group
New Jersey
$4K +$4K +271 New
C
46
Covestor
United Kingdom
$2K -$543 -44 -21%
PA
47
Parallel Advisors
California
$357 +$13 +1 +4%
SFS
48
Sowell Financial Services
Arkansas
– -$227K -17,644 Closed
Stifel Financial
49
Stifel Financial
Missouri
– -$154K -11,975 Closed
CA
50
Clearstead Advisors
Ohio
– -$12.6K -983 Closed
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2
3