TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

34 hedge funds and large institutions have $48.3M invested in Ecofin Sustainable & Social Impact Term Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
1
D.A. Davidson & Co
Montana
$2.7M
2
RJA
2
Raymond James & Associates
Florida
$7.03M
3
PPA
3
Parametric Portfolio Associates
Washington
$776K
4
PAG
4
Private Advisor Group
New Jersey
$722K
5
Wells Fargo
5
Wells Fargo
California
$1.21M

Top Sellers

1
6M
1
6 Meridian
Kansas
$0
2
SFS
2
Shaker Financial Services
Virginia
$1.83M
3
Bank of America
3
Bank of America
North Carolina
$3.74M
4
KACA
4
Kayne Anderson Capital Advisors
California
$496K
5
TWP
5
TFO Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$7.73M +$368K +25,693 +5%
Morgan Stanley
2
Morgan Stanley
New York
$7.2M +$537K +37,434 +8%
RJA
3
Raymond James & Associates
Florida
$7.03M +$1.41M +97,996 +25%
MC
4
Matisse Capital
Oregon
$4.75M – – –
Bank of America
5
Bank of America
North Carolina
$3.74M -$273K -19,061 -7%
DADC
6
D.A. Davidson & Co
Montana
$2.7M +$2.7M +188,451 New
SFS
7
Shaker Financial Services
Virginia
$1.83M -$701K -48,903 -28%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.74M +$175K +12,169 +11%
AC
9
Aristides Capital
Kentucky
$1.58M -$11.8K -820 -0.7%
Wells Fargo
10
Wells Fargo
California
$1.21M +$664K +46,341 +122%
Truist Financial
11
Truist Financial
North Carolina
$1.05M +$3.59K +250 +0.3%
UBS Group
12
UBS Group
Switzerland
$895K +$10.4K +725 +1%
PPA
13
Parametric Portfolio Associates
Washington
$776K +$776K +54,083 New
PAG
14
Private Advisor Group
New Jersey
$722K +$722K +50,350 New
WA
15
Wealth Alliance
New York
$645K -$27.3K -1,906 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$594K +$35.1K +2,446 +6%
CW
17
CreativeOne Wealth
Kansas
$570K +$20.1K +1,402 +4%
AIP
18
Ahrens Investment Partners
Louisiana
$509K +$509K +35,500 New
KACA
19
Kayne Anderson Capital Advisors
California
$496K -$103K -7,200 -17%
OC
20
Oppenheimer & Co
New York
$466K +$56.4K +3,933 +14%
HH
21
Hilltop Holdings
Texas
$405K +$79.6K +5,550 +24%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$399K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$301K -$4.56K -318 -1%
CPIG
24
Chicago Partners Investment Group
Illinois
$266K +$636 +43 +0.2%
AWC
25
Abundance Wealth Counselors
Pennsylvania
$216K +$216K +15,046 New
1
2