TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Overview Fund Activity

49 hedge funds and large institutions have $59M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$4M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$3.18M
3
WAM
3
Wolverine Asset Management
Illinois
$886K
4
UBS Group
4
UBS Group
Switzerland
$1.08M
5
SFS
5
Shaker Financial Services
Virginia
$298K

Top Sellers

1
EBWM
1
Eagle Bluffs Wealth Management
Missouri
$2.59M
2
LSC
2
Logan Stone Capital
Illinois
$752K
3
AIA
3
Absolute Investment Advisers
Florida
$162K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
AWC
5
Abundance Wealth Counselors
Pennsylvania
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$16.1M – – –
Morgan Stanley
2
Morgan Stanley
New York
$5.25M -$127K -10,549 -2%
SIA
3
Sit Investment Associates
Minnesota
$4M +$2.38M +198,429 +147%
Bank of America
4
Bank of America
North Carolina
$3.28M +$6.62K +552 +0.2%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.18M +$1.83M +152,317 +135%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.03M -$50.5K -4,209 -2%
MC
7
Matisse Capital
Oregon
$2.72M – – –
EBWM
8
Eagle Bluffs Wealth Management
Missouri
$2.59M -$619K -51,548 -19%
PAG
9
Private Advisor Group
New Jersey
$1.86M +$118K +9,800 +7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.19M +$6.01K +501 +0.5%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$1.12M -$170K -14,172 -13%
Raymond James Financial
12
Raymond James Financial
Florida
$1.09M +$1.09M +90,445 New
UBS Group
13
UBS Group
Switzerland
$1.08M +$443K +36,902 +69%
SA
14
Sanctuary Advisors
Indiana
$1.07M +$6.3K +520 +0.6%
CastleKeep Investment Advisors
15
CastleKeep Investment Advisors
Connecticut
$1.06M -$5.99K -499 -0.6%
Cerity Partners
16
Cerity Partners
New York
$985K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$890K -$30.4K -2,533 -3%
WAM
18
Wolverine Asset Management
Illinois
$886K +$886K +73,819 New
OC
19
Oppenheimer & Co
New York
$770K +$35.9K +2,991 +5%
LSC
20
Logan Stone Capital
Illinois
$752K -$618K -51,519 -45%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$673K +$185K +15,439 +38%
DADC
22
D.A. Davidson & Co
Montana
$637K +$64.8K +5,401 +11%
WA
23
Wealth Alliance
New York
$477K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$471K -$54.1K -4,507 -10%
LPL Financial
25
LPL Financial
California
$328K -$12K -996 -4%
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