TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

46 hedge funds and large institutions have $61.3M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$842K
2
Bank of America
2
Bank of America
North Carolina
$3.99M
3
SFS
3
Shaker Financial Services
Virginia
$887K
4
WAM
4
Wolverine Asset Management
Illinois
$1.16M
5
LSC
5
Logan Stone Capital
Illinois
$625K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$145K
2
AW
2
Atlas Wealth
Ohio
$14.3M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
SCM
5
Saba Capital Management
New York
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1
Atlas Wealth
Ohio
$14.3M -$263K -20,254 -2%
SCM
2
Saba Capital Management
New York
$11.6M -$94.6K -7,290 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$6.94M +$226K +17,449 +3%
Bank of America
4
Bank of America
North Carolina
$3.99M +$758K +58,405 +23%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.71M +$175K +13,506 +7%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.63M +$45.5K +3,505 +2%
RJA
7
Raymond James & Associates
Florida
$1.78M -$63.8K -4,920 -3%
AAM
8
Advisors Asset Management
Colorado
$1.43M -$7.15K -551 -0.5%
AWC
9
Abundance Wealth Counselors
Pennsylvania
$1.36M +$144K +11,101 +12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.35M +$23.6K +1,821 +2%
WAM
11
Wolverine Asset Management
Illinois
$1.16M +$510K +39,310 +78%
Osaic Holdings
12
Osaic Holdings
Arizona
$891K +$56.1K +4,323 +7%
SFS
13
Shaker Financial Services
Virginia
$887K +$678K +52,265 +324%
Millennium Management
14
Millennium Management
New York
$842K +$842K +64,925 New
Truist Financial
15
Truist Financial
North Carolina
$830K -$20.6K -1,589 -2%
OC
16
Oppenheimer & Co
New York
$721K +$124K +9,547 +21%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$701K +$54.5K +4,199 +8%
LSC
18
Logan Stone Capital
Illinois
$625K +$405K +31,196 +183%
PAG
19
Private Advisor Group
New Jersey
$619K +$28.5K +2,200 +5%
LPL Financial
20
LPL Financial
California
$588K +$83.9K +6,467 +17%
WA
21
Wealth Alliance
New York
$577K +$77.8K +6,000 +16%
Wells Fargo
22
Wells Fargo
California
$473K -$50.6K -3,905 -10%
DADC
23
D.A. Davidson & Co
Montana
$473K -$24.2K -1,864 -5%
CW
24
CreativeOne Wealth
Kansas
$447K -$90.8K -7,007 -17%
AC
25
Almitas Capital
California
$332K +$227K +17,503 +216%
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