TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

32 hedge funds and large institutions have $46.5M invested in Ecofin Sustainable & Social Impact Term Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Aristides Capital
Kentucky
$1.08M
2
WAM
2
Wolverine Asset Management
Illinois
$1.04M
3
RJA
3
Raymond James & Associates
Florida
$7.6M
4
CW
4
CreativeOne Wealth
Kansas
$594K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$544K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
DADC
2
D.A. Davidson & Co
Montana
$1.99M
3
Bank of America
3
Bank of America
North Carolina
$3.16M
4
AIP
4
Ahrens Investment Partners
Louisiana
$294K
5
MC
5
Matisse Capital
Oregon
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$7.6M +$659K +47,325 +10%
Morgan Stanley
2
Morgan Stanley
New York
$7.37M +$76.6K +5,497 +1%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.26M -$126K -9,051 -2%
MC
4
Matisse Capital
Oregon
$4.46M -$152K -10,921 -3%
Bank of America
5
Bank of America
North Carolina
$3.16M -$286K -20,542 -8%
DADC
6
D.A. Davidson & Co
Montana
$1.99M -$408K -29,288 -17%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.81M +$49.2K +3,531 +3%
Wells Fargo
8
Wells Fargo
California
$1.33M +$98.1K +7,043 +8%
Truist Financial
9
Truist Financial
North Carolina
$1.2M +$185K +13,311 +18%
PAG
10
Private Advisor Group
New Jersey
$1.14M +$100K +7,200 +10%
AC
11
Aristides Capital
Kentucky
$1.08M +$1.08M +77,246 New
WAM
12
Wolverine Asset Management
Illinois
$1.04M +$1.04M +74,860 New
AWC
13
Abundance Wealth Counselors
Pennsylvania
$884K +$37.7K +2,706 +4%
PPA
14
Parametric Portfolio Associates
Washington
$755K +$174K +12,467 +30%
UBS Group
15
UBS Group
Switzerland
$691K -$146K -10,504 -17%
WA
16
Wealth Alliance
New York
$615K +$1.21K +87 +0.2%
CW
17
CreativeOne Wealth
Kansas
$594K +$594K +42,641 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$544K +$544K +39,092 New
OC
19
Oppenheimer & Co
New York
$509K +$516 +37 +0.1%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$418K +$174K +12,500 +71%
Osaic Holdings
21
Osaic Holdings
Arizona
$319K +$35.1K +2,519 +12%
HH
22
Hilltop Holdings
Texas
$316K -$21.6K -1,550 -6%
KACA
23
Kayne Anderson Capital Advisors
California
$309K – – –
AIP
24
Ahrens Investment Partners
Louisiana
$294K -$194K -13,900 -40%
CPIG
25
Chicago Partners Investment Group
Illinois
$248K +$852 +57 +0.3%
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