TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

54 hedge funds and large institutions have $61.2M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$11.5M
2
WAM
2
Wolverine Asset Management
Illinois
$1.51M
3
PAG
3
Private Advisor Group
New Jersey
$1.59M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.02M
5
SFS
5
Shaker Financial Services
Virginia
$1.37M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.5M
3
LCM
3
Landscape Capital Management
New Jersey
$513K
4
RJA
4
Raymond James & Associates
Florida
$1.24M
5
PI
5
PFG Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1
Atlas Wealth
Ohio
$11.5M +$11.5M +988,553 New
SCM
2
Saba Capital Management
New York
$10M +$184 +16 +0%
Morgan Stanley
3
Morgan Stanley
New York
$4.5M -$887K -77,070 -16%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.05M +$69K +5,994 +2%
Bank of America
5
Bank of America
North Carolina
$3.03M -$1.05M -90,926 -26%
EBWM
6
Eagle Bluffs Wealth Management
Missouri
$2.99M +$184K +15,976 +7%
MC
7
Matisse Capital
Oregon
$2.61M +$80.6K +7,000 +3%
LSC
8
Logan Stone Capital
Illinois
$2.21M -$45K -3,907 -2%
CastleKeep Investment Advisors
9
CastleKeep Investment Advisors
Connecticut
$1.78M -$74.7K -6,492 -4%
PAG
10
Private Advisor Group
New Jersey
$1.59M +$254K +22,070 +19%
WAM
11
Wolverine Asset Management
Illinois
$1.51M +$1.42M +123,722 +1,647%
AWC
12
Abundance Wealth Counselors
Pennsylvania
$1.43M +$92.5K +8,032 +7%
SFS
13
Shaker Financial Services
Virginia
$1.37M +$205K +17,769 +18%
RJA
14
Raymond James & Associates
Florida
$1.24M -$162K -14,056 -12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.14M -$35.9K -3,122 -3%
Cerity Partners
16
Cerity Partners
New York
$1.13M – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.02M +$208K +18,100 +26%
SA
18
Sanctuary Advisors
Indiana
$893K +$893K +78,125 New
OC
19
Oppenheimer & Co
New York
$720K -$85.4K -7,416 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$635K -$29.5K -2,563 -4%
UBS Group
21
UBS Group
Switzerland
$612K +$23.9K +2,073 +4%
DADC
22
D.A. Davidson & Co
Montana
$534K -$74.7K -6,489 -12%
LCM
23
Landscape Capital Management
New Jersey
$513K -$252K -21,923 -33%
WA
24
Wealth Alliance
New York
$457K – – –
LPL Financial
25
LPL Financial
California
$450K +$4.41K +383 +1%
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