TEAF

Ecofin Sustainable & Social Impact Term Fund

38 hedge funds and large institutions have $55M invested in Ecofin Sustainable & Social Impact Term Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$9.36M +$1.37M +93,580 +17%
SCM
2
Saba Capital Management
New York
$8.87M +$8.87M +605,629 New
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.68M +$53.9K +3,681 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$7.65M -$90.5K -6,181 -1%
Bank of America
5
Bank of America
North Carolina
$3.18M -$143K -9,777 -4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.12M +$210K +14,369 +11%
DADC
7
D.A. Davidson & Co
Montana
$1.66M -$437K -29,853 -21%
Wells Fargo
8
Wells Fargo
California
$1.65M +$243K +16,572 +17%
WAM
9
Wolverine Asset Management
Illinois
$1.25M +$155K +10,589 +14%
PAG
10
Private Advisor Group
New Jersey
$1.23M +$30.3K +2,070 +3%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$1.06M +$133K +9,105 +14%
AC
12
Aristides Capital
Kentucky
$1.01M -$117K -7,988 -10%
Truist Financial
13
Truist Financial
North Carolina
$975K -$289K -19,715 -23%
PPA
14
Parametric Portfolio Associates
Washington
$794K +$615 +42 +0.1%
WA
15
Wealth Alliance
New York
$650K +$4.26K +291 +0.7%
MC
16
Matisse Capital
Oregon
$641K -$4.04M -276,435 -86%
CW
17
CreativeOne Wealth
Kansas
$618K -$6.25K -427 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$575K +$3.26K +223 +0.6%
UBS Group
19
UBS Group
Switzerland
$545K -$182K -12,410 -25%
6M
20
6 Meridian
Kansas
$498K +$498K +34,025 New
OC
21
Oppenheimer & Co
New York
$491K -$43.6K -2,982 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$366K +$30.8K +2,105 +9%
KACA
23
Kayne Anderson Capital Advisors
California
$325K
HH
24
Hilltop Holdings
Texas
$318K -$14.7K -1,000 -4%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$300K -$139K -9,500 -32%