TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

50 hedge funds and large institutions have $63.4M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$5.27M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.63M
3
MC
3
Matisse Capital
Oregon
$742K
4
UBS Group
4
UBS Group
Switzerland
$626K
5
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.86M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$303K
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
SCM
3
Saba Capital Management
New York
$10.4M
4
LSC
4
Logan Stone Capital
Illinois
$402K
5
Truist Financial
5
Truist Financial
North Carolina
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1
Atlas Wealth
Ohio
$13M -$123K -10,300 -0.9%
SCM
2
Saba Capital Management
New York
$10.4M -$206K -17,155 -2%
Morgan Stanley
3
Morgan Stanley
New York
$6.7M +$174K +14,527 +3%
RJA
4
Raymond James & Associates
Florida
$5.27M +$3.66M +305,313 +227%
Bank of America
5
Bank of America
North Carolina
$4.49M +$21.4K +1,788 +0.5%
EBWM
6
Eagle Bluffs Wealth Management
Missouri
$2.86M +$350K +29,242 +14%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.38M -$9.29K -775 -0.4%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.63M +$798K +66,615 +96%
AAM
9
Advisors Asset Management
Colorado
$1.32M +$2.49K +208 +0.2%
AWC
10
Abundance Wealth Counselors
Pennsylvania
$1.25M +$32.5K +2,717 +3%
Cerity Partners
11
Cerity Partners
New York
$1.18M – – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.16M +$89.6K +7,475 +8%
OC
13
Oppenheimer & Co
New York
$874K -$58.8K -4,908 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$853K +$121K +10,100 +17%
MC
15
Matisse Capital
Oregon
$742K +$506K +42,262 +214%
Millennium Management
16
Millennium Management
New York
$671K -$112K -9,374 -14%
PAG
17
Private Advisor Group
New Jersey
$636K +$59.9K +5,000 +10%
UBS Group
18
UBS Group
Switzerland
$626K +$440K +36,765 +237%
Truist Financial
19
Truist Financial
North Carolina
$567K -$142K -11,833 -20%
LPL Financial
20
LPL Financial
California
$566K +$1.16K +97 +0.2%
WA
21
Wealth Alliance
New York
$476K -$50.6K -4,224 -10%
DADC
22
D.A. Davidson & Co
Montana
$476K +$10.9K +913 +2%
CCP
23
Clough Capital Partners
Massachusetts
$475K +$329K +27,472 +225%
CW
24
CreativeOne Wealth
Kansas
$411K -$4.09K -342 -1%
LSC
25
Logan Stone Capital
Illinois
$402K -$175K -14,626 -30%
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