TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

54 hedge funds and large institutions have $61.2M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$11.5M
2
WAM
2
Wolverine Asset Management
Illinois
$1.51M
3
PAG
3
Private Advisor Group
New Jersey
$1.59M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.02M
5
SFS
5
Shaker Financial Services
Virginia
$1.37M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.5M
3
LCM
3
Landscape Capital Management
New Jersey
$513K
4
RJA
4
Raymond James & Associates
Florida
$1.24M
5
PI
5
PFG Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$369K -$16.2K -1,406 -4%
AIA
27
Absolute Investment Advisers
Florida
$366K – – –
Truist Financial
28
Truist Financial
North Carolina
$287K -$1.73K -150 -0.6%
Mariner
29
Mariner
Kansas
$250K – – –
AC
30
Aristides Capital
Kentucky
$241K – – –
HH
31
Hilltop Holdings
Texas
$230K +$3.45K +300 +2%
TCA
32
Tortoise Capital Advisors
Kansas
$223K – – –
Millennium Management
33
Millennium Management
New York
$215K -$71.6K -6,222 -25%
KACA
34
Kayne Anderson Capital Advisors
California
$214K – – –
FA
35
Fountainhead AM
New Jersey
$194K +$194K +16,880 New
CPRC
36
Consolidated Portfolio Review Corp
New York
$173K +$27.8K +2,411 +19%
KA
37
Kovack Advisors
Florida
$166K +$166K +14,418 New
AWS
38
Atria Wealth Solutions
New York
$159K +$15.7K +1,368 +11%
CCWM
39
Cassaday & Co Wealth Management
Virginia
$155K +$155K +13,438 New
BRWA
40
B. Riley Wealth Advisors
Florida
$151K +$12.1K +1,047 +9%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$144K -$9.06K -787 -6%
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$144K +$52.7K +4,581 +58%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$144K – – –
AAS
44
Ameritas Advisory Services
Nebraska
$133K – – –
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$103K +$16.1K +1,400 +19%
QL
46
Quarry LP
New York
$85.2K – – –
BBHC
47
Brown Brothers Harriman & Co
New York
$50.8K +$50.8K +4,411 New
CA
48
Clearstead Advisors
Ohio
$18.3K -$4.87K -423 -21%
PWA
49
Provenance Wealth Advisors
Florida
$5.76K – – –
C
50
Covestor
United Kingdom
$3K +$204 +15 +7%
1
2
3