TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

30 hedge funds and large institutions have $38.1M invested in Ecofin Sustainable & Social Impact Term Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$5.12M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.43M
3
SFS
3
Shaker Financial Services
Virginia
$2.31M
4
WA
4
Wealth Alliance
New York
$612K
5
CW
5
CreativeOne Wealth
Kansas
$500K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$509K
4
UBS Group
4
UBS Group
Switzerland
$805K
5
Truist Financial
5
Truist Financial
North Carolina
$949K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$6.71M +$50.7K +3,879 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$6.07M -$212K -16,267 -3%
RJA
3
Raymond James & Associates
Florida
$5.12M +$3.59M +275,047 +235%
MC
4
Matisse Capital
Oregon
$4.33M – – –
Bank of America
5
Bank of America
North Carolina
$3.65M -$185K -14,182 -5%
SFS
6
Shaker Financial Services
Virginia
$2.31M +$644K +49,303 +39%
AC
7
Aristides Capital
Kentucky
$1.45M -$96.1K -7,355 -6%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.43M +$765K +58,555 +116%
Truist Financial
9
Truist Financial
North Carolina
$949K -$224K -17,130 -19%
UBS Group
10
UBS Group
Switzerland
$805K -$231K -17,714 -22%
6M
11
6 Meridian
Kansas
$805K +$125K +9,608 +18%
WA
12
Wealth Alliance
New York
$612K +$612K +46,873 New
KACA
13
Kayne Anderson Capital Advisors
California
$545K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$509K -$278K -21,297 -35%
CW
15
CreativeOne Wealth
Kansas
$500K +$500K +38,318 New
Wells Fargo
16
Wells Fargo
California
$496K -$56.4K -4,318 -10%
OC
17
Oppenheimer & Co
New York
$373K +$92.3K +7,068 +33%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$364K -$105K -8,000 -22%
HH
19
Hilltop Holdings
Texas
$296K +$296K +22,700 New
Osaic Holdings
20
Osaic Holdings
Arizona
$278K +$11.1K +848 +4%
CPIG
21
Chicago Partners Investment Group
Illinois
$241K +$403 +30 +0.2%
Stifel Financial
22
Stifel Financial
Missouri
$136K +$136K +10,440 New
TWP
23
TFO Wealth Partners
Ohio
$65K +$65K +5,000 New
FIA
24
FNY Investment Advisers
New York
$58K +$58K +4,500 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$16K +$16K +1,200 New
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