TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

50 hedge funds and large institutions have $60.2M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$17.5M
2
SIA
2
Sit Investment Associates
Minnesota
$1.76M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$1.47M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.84M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$530K

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
LSC
4
Logan Stone Capital
Illinois
$1.49M
5
CastleKeep Investment Advisors
5
CastleKeep Investment Advisors
Connecticut
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$370K -$141K -10,775 -28%
Truist Financial
27
Truist Financial
North Carolina
$320K -$5.83K -447 -2%
Mariner
28
Mariner
Kansas
$283K – – –
UPS
29
UHLMANN PRICE SECURITIES
Illinois
$282K +$282K +24,825 New
AC
30
Aristides Capital
Kentucky
$273K – – –
HH
31
Hilltop Holdings
Texas
$260K – – –
TCA
32
Tortoise Capital Advisors
Kansas
$253K – – –
Millennium Management
33
Millennium Management
New York
$244K – – –
CPRC
34
Consolidated Portfolio Review Corp
New York
$198K +$1.45K +111 +0.7%
FHA
35
Flagship Harbor Advisors
Massachusetts
$195K +$195K +14,904 New
KA
36
Kovack Advisors
Florida
$191K +$3.33K +255 +2%
AWS
37
Atria Wealth Solutions
New York
$173K -$8.21K -629 -5%
BRWA
38
B. Riley Wealth Advisors
Florida
$172K +$680 +52 +0.4%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$165K +$1.88K +144 +1%
AAS
40
Ameritas Advisory Services
Nebraska
$151K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$137K +$137K +10,599 New
BI
42
Beckerman Institutional
New Jersey
$134K +$134K +10,287 New
QL
43
Quarry LP
New York
$111K +$14.3K +1,093 +15%
WSFS
44
Wilmington Savings Fund Society
Delaware
$62K +$62K +4,750 New
CA
45
Clearstead Advisors
Ohio
$21.2K +$457 +35 +2%
PWA
46
Provenance Wealth Advisors
Florida
$6.53K – – –
Bessemer Group
47
Bessemer Group
New Jersey
$4K +$423 +33 +12%
C
48
Covestor
United Kingdom
$3K -$203 -14 -6%
PA
49
Parallel Advisors
California
$2.47K +$52 +4 +2%
Comerica Bank
50
Comerica Bank
Texas
$522 -$144 -11 -22%
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2
3