TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

52 hedge funds and large institutions have $50M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
1
Logan Stone Capital
Illinois
$2.31M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.05M
3
PAG
3
Private Advisor Group
New Jersey
$1.37M
4
SFS
4
Shaker Financial Services
Virginia
$1.19M
5
MC
5
Matisse Capital
Oregon
$2.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.53M
2
RJA
2
Raymond James & Associates
Florida
$1.44M
3
MA
3
Mutual Advisors
Nebraska
$0
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
WAM
5
Wolverine Asset Management
Illinois
$88.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$294K – – –
Mariner
27
Mariner
Kansas
$256K – – –
AC
28
Aristides Capital
Kentucky
$247K – – –
HH
29
Hilltop Holdings
Texas
$232K +$23.6K +2,000 +11%
TCA
30
Tortoise Capital Advisors
Kansas
$229K +$229K +19,362 New
KACA
31
Kayne Anderson Capital Advisors
California
$220K – – –
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$157K -$103K -8,757 -40%
CPRC
33
Consolidated Portfolio Review Corp
New York
$149K +$1.25K +106 +0.8%
PI
34
PFG Investments
New York
$149K +$149K +12,624 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$148K – – –
AWS
36
Atria Wealth Solutions
New York
$147K +$1.46K +124 +1%
BRWA
37
B. Riley Wealth Advisors
Florida
$144K -$11.2K -938 -7%
Citadel Advisors
38
Citadel Advisors
Florida
$142K +$142K +12,034 New
FHA
39
Flagship Harbor Advisors
Massachusetts
$133K -$51.5K -4,357 -28%
AAS
40
Ameritas Advisory Services
Nebraska
$133K +$133K +11,550 New
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$93.8K – – –
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$88.7K +$20.1K +1,700 +29%
WAM
43
Wolverine Asset Management
Illinois
$88.7K -$346K -29,319 -80%
QL
44
Quarry LP
New York
$87.4K – – –
CA
45
Clearstead Advisors
Ohio
$23.7K +$909 +77 +4%
PWA
46
Provenance Wealth Advisors
Florida
$5.91K – – –
Bessemer Group
47
Bessemer Group
New Jersey
$3K -$195 -14 -6%
PA
48
Parallel Advisors
California
$2.12K +$1.78K +151 +521%
C
49
Covestor
United Kingdom
$2K +$126 +13 +7%
Comerica Bank
50
Comerica Bank
Texas
$1.07K +$23 +2 +2%
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