TEAF

Ecofin Sustainable & Social Impact Term Fund

30 hedge funds and large institutions have $47.4M invested in Ecofin Sustainable & Social Impact Term Fund in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$7.86M -$134K -9,033 -2%
Morgan Stanley
2
Morgan Stanley
New York
$7.76M +$312K +21,045 +4%
RJA
3
Raymond James & Associates
Florida
$7.38M +$116K +7,812 +2%
MC
4
Matisse Capital
Oregon
$4.91M
Bank of America
5
Bank of America
North Carolina
$3.67M -$189K -12,765 -5%
DADC
6
D.A. Davidson & Co
Montana
$2.55M -$240K -16,225 -9%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.88M +$76.3K +5,150 +4%
SFS
8
Shaker Financial Services
Virginia
$1.78M -$113K -7,650 -6%
Wells Fargo
9
Wells Fargo
California
$1.32M +$65.3K +4,406 +5%
PAG
10
Private Advisor Group
New Jersey
$1.1M +$356K +24,030 +48%
Truist Financial
11
Truist Financial
North Carolina
$1.08M
AWC
12
Abundance Wealth Counselors
Pennsylvania
$900K +$677K +45,688 +304%
UBS Group
13
UBS Group
Switzerland
$891K -$33.7K -2,274 -4%
WA
14
Wealth Alliance
New York
$653K -$13.6K -916 -2%
PPA
15
Parametric Portfolio Associates
Washington
$619K -$183K -12,339 -23%
OC
16
Oppenheimer & Co
New York
$541K +$59.4K +4,005 +12%
AIP
17
Ahrens Investment Partners
Louisiana
$519K -$7.41K -500 -1%
HH
18
Hilltop Holdings
Texas
$359K -$59.2K -4,000 -14%
KACA
19
Kayne Anderson Capital Advisors
California
$329K -$184K -12,413 -36%
Osaic Holdings
20
Osaic Holdings
Arizona
$302K -$9.23K -623 -3%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$259K -$153K -10,350 -37%
CPIG
22
Chicago Partners Investment Group
Illinois
$241K -$21.1K -1,447 -8%
Mariner
23
Mariner
Kansas
$222K
Stifel Financial
24
Stifel Financial
Missouri
$222K +$67.1K +4,524 +43%
US Bancorp
25
US Bancorp
Minnesota
$30K