TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

49 hedge funds and large institutions have $62.1M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
19
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.23M
2
Bank of America
2
Bank of America
North Carolina
$4.65M
3
SFS
3
Shaker Financial Services
Virginia
$1.32M
4
OC
4
Oppenheimer & Co
New York
$971K
5
SFS
5
Sowell Financial Services
Arkansas
$237K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$796K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.11M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$0
4
SCM
4
Saba Capital Management
New York
$11.1M
5
AW
5
Atlas Wealth
Ohio
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1
Atlas Wealth
Ohio
$14.2M -$73.7K -5,673 -0.5%
SCM
2
Saba Capital Management
New York
$11.1M -$75.6K -6,061 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$6.8M +$124K +9,908 +2%
Bank of America
4
Bank of America
North Carolina
$4.65M +$813K +65,135 +21%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.61M +$1.95K +156 +0.1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.49M -$37.8K -3,025 -1%
RJA
7
Raymond James & Associates
Florida
$1.68M -$36.8K -2,950 -2%
AAM
8
Advisors Asset Management
Colorado
$1.38M -$986 -79 -0.1%
SFS
9
Shaker Financial Services
Virginia
$1.32M +$469K +37,542 +55%
AWC
10
Abundance Wealth Counselors
Pennsylvania
$1.27M -$33.6K -2,695 -3%
Cerity Partners
11
Cerity Partners
New York
$1.23M +$1.23M +98,357 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.11M -$189K -15,100 -15%
OC
13
Oppenheimer & Co
New York
$971K +$278K +22,239 +40%
Osaic Holdings
14
Osaic Holdings
Arizona
$867K +$9.67K +775 +1%
Millennium Management
15
Millennium Management
New York
$817K +$6.24K +500 +0.8%
WAM
16
Wolverine Asset Management
Illinois
$796K -$320K -25,629 -29%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$763K +$88K +7,045 +13%
Truist Financial
18
Truist Financial
North Carolina
$738K -$60.5K -4,851 -8%
PAG
19
Private Advisor Group
New Jersey
$621K +$3.88K +300 +0.6%
LSC
20
Logan Stone Capital
Illinois
$602K – – –
LPL Financial
21
LPL Financial
California
$588K +$22.9K +1,835 +4%
WA
22
Wealth Alliance
New York
$549K -$6.24K -500 -1%
DADC
23
D.A. Davidson & Co
Montana
$484K +$29.2K +2,338 +6%
CW
24
CreativeOne Wealth
Kansas
$433K +$2.49K +199 +0.6%
AC
25
Almitas Capital
California
$421K +$90.6K +7,010 +27%
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