TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

43 hedge funds and large institutions have $64.3M invested in Ecofin Sustainable & Social Impact Term Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
14
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$11.6M
2
Bank of America
2
Bank of America
North Carolina
$3.2M
3
WAM
3
Wolverine Asset Management
Illinois
$644K
4
SFS
4
Sowell Financial Services
Arkansas
$227K
5
LSC
5
Logan Stone Capital
Illinois
$219K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.83M
2
Wells Fargo
2
Wells Fargo
California
$519K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
RJT
4
Raymond James Trust
Florida
$0
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$7.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1
Atlas Wealth
Ohio
$14.4M +$14.4M +1,122,665 New
SCM
2
Saba Capital Management
New York
$11.6M +$3.06M +238,266 +36%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.63M -$159K -12,364 -2%
Morgan Stanley
4
Morgan Stanley
New York
$6.65M +$53K +4,122 +0.8%
Bank of America
5
Bank of America
North Carolina
$3.2M +$659K +51,319 +26%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.56M +$89.9K +6,995 +4%
EBWM
7
Eagle Bluffs Wealth Management
Missouri
$2.51M -$100K -7,791 -4%
RJA
8
Raymond James & Associates
Florida
$1.83M -$610K -47,499 -25%
AAM
9
Advisors Asset Management
Colorado
$1.43M -$47.8K -3,716 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.31M +$83.4K +6,493 +7%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$1.2M -$39.4K -3,066 -3%
Truist Financial
12
Truist Financial
North Carolina
$843K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$828K +$197K +15,311 +31%
WAM
14
Wolverine Asset Management
Illinois
$644K +$380K +29,549 +144%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$641K +$150K +11,666 +31%
OC
16
Oppenheimer & Co
New York
$592K +$17.1K +1,331 +3%
PAG
17
Private Advisor Group
New Jersey
$585K -$109K -8,500 -16%
CW
18
CreativeOne Wealth
Kansas
$533K -$29.7K -2,312 -5%
Wells Fargo
19
Wells Fargo
California
$519K -$601K -46,795 -54%
LPL Financial
20
LPL Financial
California
$499K +$127K +9,891 +34%
WA
21
Wealth Alliance
New York
$494K -$77.1K -6,000 -13%
DADC
22
D.A. Davidson & Co
Montana
$493K -$46.8K -3,642 -9%
Mariner
23
Mariner
Kansas
$282K – – –
AC
24
Aristides Capital
Kentucky
$269K – – –
KACA
25
Kayne Anderson Capital Advisors
California
$266K – – –
1
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