TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

49 hedge funds and large institutions have $62.1M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
19
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.23M
2
Bank of America
2
Bank of America
North Carolina
$4.65M
3
SFS
3
Shaker Financial Services
Virginia
$1.32M
4
OC
4
Oppenheimer & Co
New York
$971K
5
SFS
5
Sowell Financial Services
Arkansas
$237K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$796K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.11M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$0
4
SCM
4
Saba Capital Management
New York
$11.1M
5
AW
5
Atlas Wealth
Ohio
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$382K -$73.5K -5,892 -16%
Mariner
27
Mariner
Kansas
$273K -$1.19K -95 -0.4%
AC
28
Aristides Capital
Kentucky
$261K – – –
KACA
29
Kayne Anderson Capital Advisors
California
$258K – – –
MC
30
Matisse Capital
Oregon
$246K +$47.9K +3,836 +24%
SFS
31
Sowell Financial Services
Arkansas
$237K +$237K +19,026 New
HH
32
Hilltop Holdings
Texas
$220K -$18.7K -1,500 -8%
CPIG
33
Chicago Partners Investment Group
Illinois
$203K – – –
UBS Group
34
UBS Group
Switzerland
$194K -$27K -2,166 -12%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$193K – – –
FHA
36
Flagship Harbor Advisors
Massachusetts
$180K -$15.5K -1,245 -8%
AWS
37
Atria Wealth Solutions
New York
$180K +$12.2K +978 +7%
HighTower Advisors
38
HighTower Advisors
Illinois
$175K +$16.6K +1,367 +11%
CCP
39
Clough Capital Partners
Massachusetts
$152K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$149K +$149K +11,932 New
BRWA
41
B. Riley Wealth Advisors
Florida
$140K – – –
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$101K +$101K +8,080 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$12.5K -$18.7K -1,500 -60%
2L
44
25 LLC
Missouri
$5.94K +$90 +7 +2%
JMF
45
Johnson Midwest Financial
Iowa
$4.94K -$1.15K -92 -19%
Bessemer Group
46
Bessemer Group
New Jersey
$4K +$514 +40 +15%
C
47
Covestor
United Kingdom
$2K -$25 -2 -1%
PA
48
Parallel Advisors
California
$351 +$13 +1 +4%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$12 +$12 +1 New
PAIM
50
Punch & Associates Investment Management
Minnesota
– -$145K -11,187 Closed
1
2
3