TEAF

Ecofin Sustainable & Social Impact Term Fund

27 hedge funds and large institutions have $28.4M invested in Ecofin Sustainable & Social Impact Term Fund in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.38M +$156K +14,816 +3%
Morgan Stanley
2
Morgan Stanley
New York
$5.08M -$247K -23,391 -5%
MC
3
Matisse Capital
Oregon
$3.5M
Bank of America
4
Bank of America
North Carolina
$3.1M -$351K -33,251 -10%
SFS
5
Shaker Financial Services
Virginia
$1.35M -$7.38K -699 -0.5%
AC
6
Aristides Capital
Kentucky
$1.25M +$97.5K +9,233 +8%
RJA
7
Raymond James & Associates
Florida
$1.24M +$1.12M +106,269 +966%
WAM
8
Wolverine Asset Management
Illinois
$1.14M -$904K -85,699 -44%
Truist Financial
9
Truist Financial
North Carolina
$949K -$29.8K -2,820 -3%
UBS Group
10
UBS Group
Switzerland
$838K +$128K +12,160 +18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$637K +$328K +30,995 +106%
6M
12
6 Meridian
Kansas
$550K -$50.4K -4,774 -8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$535K +$351K +33,289 +191%
Wells Fargo
14
Wells Fargo
California
$447K -$20.1K -1,905 -4%
KACA
15
Kayne Anderson Capital Advisors
California
$441K
PAS
16
Partnervest Advisory Services
California
$393K -$47.6K -4,509 -11%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$379K +$88.3K +8,350 +30%
Goldman Sachs
18
Goldman Sachs
New York
$314K -$103K -9,719 -25%
OC
19
Oppenheimer & Co
New York
$227K +$708 +67 +0.3%
Osaic Holdings
20
Osaic Holdings
Arizona
$216K -$32.2K -3,050 -13%
CS
21
Credit Suisse
Switzerland
$211K +$211K +20,000 New
CPIG
22
Chicago Partners Investment Group
Illinois
$205K +$790 +69 +0.4%
LC
23
Lindbrook Capital
California
$3K
SPIA
24
Steward Partners Investment Advisory
New York
$2K
APA
25
American Portfolios Advisors
New York
$1.06K