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 %
AW
51
Atlas Wealth
Ohio
– -$13M -1,086,438 Closed
AAM
52
Advisors Asset Management
Colorado
– -$1.32M -110,555 Closed
CW
53
CreativeOne Wealth
Kansas
– -$411K -34,334 Closed
SFS
54
Sowell Financial Services
Arkansas
– -$236K -19,673 Closed
CPIG
55
Chicago Partners Investment Group
Illinois
– -$178K -15,899 Closed
HighTower Advisors
56
HighTower Advisors
Illinois
– -$173K -14,297 Closed
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
– -$145K -12,109 Closed
AAS
58
Ameritas Advisory Services
Nebraska
– -$133K -11,550 Closed
1 2
3