TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

50 hedge funds and large institutions have $63.4M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$5.27M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.63M
3
MC
3
Matisse Capital
Oregon
$742K
4
UBS Group
4
UBS Group
Switzerland
$626K
5
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.86M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$303K
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
SCM
3
Saba Capital Management
New York
$10.4M
4
LSC
4
Logan Stone Capital
Illinois
$402K
5
Truist Financial
5
Truist Financial
North Carolina
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Almitas Capital
California
$391K – – –
Wells Fargo
27
Wells Fargo
California
$348K -$18.4K -1,532 -5%
SFS
28
Shaker Financial Services
Virginia
$303K -$966K -80,614 -76%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$264K +$264K +22,072 New
Mariner
30
Mariner
Kansas
$260K -$1.86K -155 -0.7%
AC
31
Aristides Capital
Kentucky
$251K – – –
SFS
32
Sowell Financial Services
Arkansas
$236K +$7.76K +647 +3%
KACA
33
Kayne Anderson Capital Advisors
California
$223K -$25.2K -2,100 -10%
HH
34
Hilltop Holdings
Texas
$211K – – –
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$186K – – –
CPIG
36
Chicago Partners Investment Group
Illinois
$178K – – –
AWS
37
Atria Wealth Solutions
New York
$174K +$1.31K +109 +0.8%
HighTower Advisors
38
HighTower Advisors
Illinois
$173K -$1.04K -86 -0.6%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$145K +$2.12K +177 +1%
BRWA
40
B. Riley Wealth Advisors
Florida
$144K +$10.3K +857 +8%
AAS
41
Ameritas Advisory Services
Nebraska
$133K +$133K +11,550 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$132K -$40.8K -3,406 -24%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$114K +$17.1K +1,430 +18%
QL
44
Quarry LP
New York
$88.7K +$88.7K +7,400 New
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
JMF
46
Johnson Midwest Financial
Iowa
$4.81K +$72 +6 +2%
Bessemer Group
47
Bessemer Group
New Jersey
$4K +$405 +35 +11%
C
48
Covestor
United Kingdom
$2K – – –
Comerica Bank
49
Comerica Bank
Texas
$1.07K +$1.07K +89 New
PA
50
Parallel Advisors
California
$344 – – –
1
2
3