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 %
HighTower Advisors
51
HighTower Advisors
Illinois
– -$137K -10,599 Closed
BI
52
Beckerman Institutional
New Jersey
– -$134K -10,287 Closed
PA
53
Parallel Advisors
California
– -$2.47K -189 Closed
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