TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

52 hedge funds and large institutions have $50M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
1
Logan Stone Capital
Illinois
$2.31M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.05M
3
PAG
3
Private Advisor Group
New Jersey
$1.37M
4
SFS
4
Shaker Financial Services
Virginia
$1.19M
5
MC
5
Matisse Capital
Oregon
$2.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.53M
2
RJA
2
Raymond James & Associates
Florida
$1.44M
3
MA
3
Mutual Advisors
Nebraska
$0
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
WAM
5
Wolverine Asset Management
Illinois
$88.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$10.3M +$83 +7 +0%
Morgan Stanley
2
Morgan Stanley
New York
$5.53M -$6.53M -552,938 -54%
Bank of America
3
Bank of America
North Carolina
$4.18M +$59.6K +5,049 +1%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.05M +$861K +72,954 +39%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.88M +$307K +25,997 +12%
MC
6
Matisse Capital
Oregon
$2.6M +$472K +40,000 +22%
LSC
7
Logan Stone Capital
Illinois
$2.31M +$1.1M +92,905 +90%
CastleKeep Investment Advisors
8
CastleKeep Investment Advisors
Connecticut
$1.91M +$31.2K +2,641 +2%
RJA
9
Raymond James & Associates
Florida
$1.44M -$5.58M -472,541 -79%
PAG
10
Private Advisor Group
New Jersey
$1.37M +$746K +63,205 +119%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$1.37M +$191K +16,176 +16%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.2M +$12.3K +1,046 +1%
SFS
13
Shaker Financial Services
Virginia
$1.19M +$529K +44,832 +80%
Cerity Partners
14
Cerity Partners
New York
$1.16M – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$830K +$295 +25 +0%
OC
16
Oppenheimer & Co
New York
$826K -$94.8K -8,029 -10%
LCM
17
Landscape Capital Management
New Jersey
$785K +$372K +31,488 +90%
Osaic Holdings
18
Osaic Holdings
Arizona
$682K -$86.5K -7,324 -11%
DADC
19
D.A. Davidson & Co
Montana
$624K +$116K +9,790 +23%
UBS Group
20
UBS Group
Switzerland
$604K +$9.65K +817 +2%
WA
21
Wealth Alliance
New York
$469K – – –
LPL Financial
22
LPL Financial
California
$458K -$21.4K -1,814 -4%
Wells Fargo
23
Wells Fargo
California
$395K +$9.2K +779 +2%
AIA
24
Absolute Investment Advisers
Florida
$375K +$375K +31,772 New
Truist Financial
25
Truist Financial
North Carolina
$297K -$153K -12,920 -34%
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