TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

31 hedge funds and large institutions have $31.2M invested in Ecofin Sustainable & Social Impact Term Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.64M
2
AC
2
Aristides Capital
Kentucky
$1.22M
3
6M
3
6 Meridian
Kansas
$635K
4
SFS
4
Shaker Financial Services
Virginia
$1.43M
5
PAS
5
Partnervest Advisory Services
California
$466K

Top Sellers

1
Mariner
1
Mariner
Kansas
$0
2
DADC
2
D.A. Davidson & Co
Montana
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$1.3M
4
LCM
4
Landscape Capital Management
New Jersey
$317K
5
RJA
5
Raymond James & Associates
Florida
$123K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.64M +$839K +75,133 +18%
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.53M +$113K +10,157 +2%
MC
3
Matisse Capital
Oregon
$3.7M – – –
Bank of America
4
Bank of America
North Carolina
$3.65M -$62.4K -5,588 -2%
WAM
5
Wolverine Asset Management
Illinois
$2.16M +$83.8K +7,506 +4%
SFS
6
Shaker Financial Services
Virginia
$1.43M +$406K +36,355 +40%
Stifel Financial
7
Stifel Financial
Missouri
$1.3M -$406K -36,342 -24%
AC
8
Aristides Capital
Kentucky
$1.22M +$670K +59,996 +122%
Truist Financial
9
Truist Financial
North Carolina
$1.04M -$4.82K -431 -0.5%
UBS Group
10
UBS Group
Switzerland
$751K -$108K -9,708 -13%
6M
11
6 Meridian
Kansas
$635K +$479K +42,884 +308%
Wells Fargo
12
Wells Fargo
California
$494K +$28.6K +2,557 +6%
KACA
13
Kayne Anderson Capital Advisors
California
$466K – – –
PAS
14
Partnervest Advisory Services
California
$466K +$257K +22,984 +123%
Goldman Sachs
15
Goldman Sachs
New York
$441K +$5.58K +500 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$327K -$8.29K -742 -2%
LCM
17
Landscape Capital Management
New Jersey
$317K -$314K -28,163 -50%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$307K -$123K -11,000 -29%
Osaic Holdings
19
Osaic Holdings
Arizona
$263K +$10.6K +950 +4%
OC
20
Oppenheimer & Co
New York
$239K +$99.2K +8,886 +71%
CPIG
21
Chicago Partners Investment Group
Illinois
$194K +$729 +67 +0.4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$194K +$62K +5,555 +47%
UR
23
USCA RIA
Texas
$168K – – –
RJA
24
Raymond James & Associates
Florida
$123K -$217K -19,413 -64%
WS
25
Wedbush Securities
California
$123K -$11.8K -1,054 -9%
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