TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

50 hedge funds and large institutions have $60.2M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$17.5M
2
SIA
2
Sit Investment Associates
Minnesota
$1.76M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$1.47M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.84M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$530K

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
LSC
4
Logan Stone Capital
Illinois
$1.49M
5
CastleKeep Investment Advisors
5
CastleKeep Investment Advisors
Connecticut
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$17.5M +$6.13M +470,044 +54%
Morgan Stanley
2
Morgan Stanley
New York
$5.84M +$740K +56,725 +15%
Bank of America
3
Bank of America
North Carolina
$3.56M +$122K +9,345 +4%
EBWM
4
Eagle Bluffs Wealth Management
Missouri
$3.49M +$106K +8,103 +3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.35M -$104K -7,966 -3%
MC
6
Matisse Capital
Oregon
$2.96M – – –
PAG
7
Private Advisor Group
New Jersey
$1.89M +$88.4K +6,775 +5%
SIA
8
Sit Investment Associates
Minnesota
$1.76M +$1.76M +134,998 New
LSC
9
Logan Stone Capital
Illinois
$1.49M -$1.02M -77,783 -41%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$1.47M +$1.31M +100,441 +802%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$1.4M -$212K -16,251 -13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.29M – – –
RJA
13
Raymond James & Associates
Florida
$1.26M -$147K -11,288 -10%
CastleKeep Investment Advisors
14
CastleKeep Investment Advisors
Connecticut
$1.16M -$864K -66,177 -43%
SA
15
Sanctuary Advisors
Indiana
$1.09M +$117K +9,421 +12%
Cerity Partners
16
Cerity Partners
New York
$1.07M -$212K -16,261 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1M -$153K -11,687 -13%
OC
18
Oppenheimer & Co
New York
$799K -$17.6K -1,348 -2%
UBS Group
19
UBS Group
Switzerland
$695K +$796 +61 +0.1%
DADC
20
D.A. Davidson & Co
Montana
$622K +$17.3K +1,326 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$571K -$149K -11,438 -21%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$530K +$414K +31,715 +356%
WA
23
Wealth Alliance
New York
$519K – – –
AIA
24
Absolute Investment Advisers
Florida
$450K +$35.5K +2,722 +9%
Wells Fargo
25
Wells Fargo
California
$417K -$1.68K -129 -0.4%
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