TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

49 hedge funds and large institutions have $59M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$4M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$3.18M
3
WAM
3
Wolverine Asset Management
Illinois
$886K
4
UBS Group
4
UBS Group
Switzerland
$1.08M
5
SFS
5
Shaker Financial Services
Virginia
$298K

Top Sellers

1
EBWM
1
Eagle Bluffs Wealth Management
Missouri
$2.59M
2
LSC
2
Logan Stone Capital
Illinois
$752K
3
AIA
3
Absolute Investment Advisers
Florida
$162K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
AWC
5
Abundance Wealth Counselors
Pennsylvania
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$298K +$298K +24,799 New
Truist Financial
27
Truist Financial
North Carolina
$294K – – –
AC
28
Aristides Capital
Kentucky
$276K +$25.1K +2,091 +10%
Mariner
29
Mariner
Kansas
$260K – – –
Wells Fargo
30
Wells Fargo
California
$241K -$143K -11,886 -37%
HH
31
Hilltop Holdings
Texas
$238K -$1.8K -150 -0.8%
TCA
32
Tortoise Capital Advisors
Kansas
$232K – – –
Millennium Management
33
Millennium Management
New York
$224K – – –
KA
34
Kovack Advisors
Florida
$195K +$18.9K +1,575 +11%
CPRC
35
Consolidated Portfolio Review Corp
New York
$183K +$1.37K +114 +0.8%
FHA
36
Flagship Harbor Advisors
Massachusetts
$173K -$6.04K -503 -3%
AIA
37
Absolute Investment Advisers
Florida
$162K -$252K -21,023 -61%
AWS
38
Atria Wealth Solutions
New York
$160K +$1.46K +122 +0.9%
UPS
39
UHLMANN PRICE SECURITIES
Illinois
$139K -$158K -13,199 -53%
AAS
40
Ameritas Advisory Services
Nebraska
$139K – – –
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$132K -$20.1K -1,674 -13%
WSFS
42
Wilmington Savings Fund Society
Delaware
$57K – – –
QL
43
Quarry LP
New York
$39.8K -$62.1K -5,176 -61%
SAM
44
Synergy Asset Management
Washington
$12.7K +$12.7K +975 New
CA
45
Clearstead Advisors
Ohio
$11.9K -$7.55K -629 -39%
PWA
46
Provenance Wealth Advisors
Florida
$6K – – –
Bessemer Group
47
Bessemer Group
New Jersey
$3K -$296 -28 -9%
C
48
Covestor
United Kingdom
$3K +$98 +7 +3%
Comerica Bank
49
Comerica Bank
Texas
$480 – – –
BRWA
50
B. Riley Wealth Advisors
Florida
– -$172K -13,161 Closed
1
2
3