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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

TEAF was delisted on the 7th of November, 2025.

51 hedge funds and large institutions have $64M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2.78% more ownership

Funds ownership: 36.85%39.64% (+2.8%)

2% more funds holding

Funds holding: 5051 (+1)

2% more capital invested

Capital invested by funds: $62.6M → $64M (+$1.4M)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
23
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSC
26
Logan Stone Capital
Illinois
$402K -$184K -14,626 -30%
AC
27
Almitas Capital
California
$391K
Wells Fargo
28
Wells Fargo
California
$348K -$19.3K -1,532 -5%
SFS
29
Shaker Financial Services
Virginia
$303K -$1.01M -80,614 -76%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$264K +$278K +22,072 New
Mariner
31
Mariner
Kansas
$260K -$1.95K -155 -0.7%
AC
32
Aristides Capital
Kentucky
$251K
SFS
33
Sowell Financial Services
Arkansas
$236K +$8.14K +647 +3%
KACA
34
Kayne Anderson Capital Advisors
California
$223K -$26.4K -2,100 -10%
HH
35
Hilltop Holdings
Texas
$211K
JMPWA
36
JP Morgan Private Wealth Advisors
California
$186K
CPIG
37
Chicago Partners Investment Group
Illinois
$178K
AWS
38
Atria Wealth Solutions
New York
$174K +$1.37K +109 +0.8%
HighTower Advisors
39
HighTower Advisors
Illinois
$173K -$1.08K -86 -0.6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$145K +$2.23K +177 +1%
BRWA
41
B. Riley Wealth Advisors
Florida
$144K +$10.8K +857 +8%
AAS
42
Ameritas Advisory Services
Nebraska
$133K +$145K +11,550 New
FHA
43
Flagship Harbor Advisors
Massachusetts
$132K -$42.9K -3,406 -24%
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$114K +$18K +1,430 +18%
QL
45
Quarry LP
New York
$88.7K +$93.1K +7,400 New
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$12K
JMF
47
Johnson Midwest Financial
Iowa
$4.81K +$76 +6 +2%
Bessemer Group
48
Bessemer Group
New Jersey
$4K +$440 +35 +11%
C
49
Covestor
United Kingdom
$2K
Comerica Bank
50
Comerica Bank
Texas
$1.07K +$1.12K +89 New

TEAF Hedge Fund Activity: Q3 2023 in Review

51 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q3 2023, worth a combined $64M — up 2.2% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TEAF positions and 3 closed out — a net gain of 1 holder — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.84M. The largest seller was Shaker Financial Services, cutting an estimated $1.01M.

  • 51 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q3 2023, up from 50 in Q2 2023.
  • Funds reported $64M of Ecofin Sustainable & Social Impact Term Fund stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 4 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q3 2023 was Raymond James & Associates, an estimated $3.84M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q3 2023 was Shaker Financial Services, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2023.