TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

50 hedge funds and large institutions have $57.6M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
14
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12M
2
RJA
2
Raymond James & Associates
Florida
$6.96M
3
MC
3
Matisse Capital
Oregon
$2.11M
4
LSC
4
Logan Stone Capital
Illinois
$1.21M
5
WAM
5
Wolverine Asset Management
Illinois
$431K

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
AAM
2
Advisors Asset Management
Colorado
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$762K
4
CW
4
CreativeOne Wealth
Kansas
$0
5
Millennium Management
5
Millennium Management
New York
$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$379K +$379K +32,332 New
CCP
27
Clough Capital Partners
Massachusetts
$372K -$92.5K -7,900 -20%
Millennium Management
28
Millennium Management
New York
$291K -$365K -31,164 -56%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$258K -$35 -3 -0%
Mariner
30
Mariner
Kansas
$254K – – –
AC
31
Aristides Capital
Kentucky
$245K – – –
KACA
32
Kayne Anderson Capital Advisors
California
$218K – – –
HH
33
Hilltop Holdings
Texas
$207K – – –
FHA
34
Flagship Harbor Advisors
Massachusetts
$183K +$54K +4,607 +42%
BRWA
35
B. Riley Wealth Advisors
Florida
$152K +$11K +938 +8%
CPRC
36
Consolidated Portfolio Review Corp
New York
$147K +$147K +12,518 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$146K +$146K +12,500 New
AWS
38
Atria Wealth Solutions
New York
$145K -$25.4K -2,169 -15%
KA
39
Kovack Advisors
Florida
$130K +$130K +11,142 New
AC
40
Almitas Capital
California
$121K -$261K -22,321 -68%
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$93K -$18.4K -1,570 -17%
QL
42
Quarry LP
New York
$86.7K – – –
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$68K +$56.3K +4,811 +481%
CA
44
Clearstead Advisors
Ohio
$22.6K +$22.6K +1,934 New
PWA
45
Provenance Wealth Advisors
Florida
$5.86K +$5.86K +500 New
Bessemer Group
46
Bessemer Group
New Jersey
$3K -$1.53K -117 -34%
C
47
Covestor
United Kingdom
$2K +$342 +33 +21%
GI
48
Gradient Investments
Minnesota
$1.27K +$1.27K +108 New
Comerica Bank
49
Comerica Bank
Texas
$1.04K – – –
PA
50
Parallel Advisors
California
$344 +$12 +1 +4%
1
2
3