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TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Delisted

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

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51 hedge funds and large institutions have $58.2M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding

Funds holding: 51 → 51 (0)

2.8% less ownership

Funds ownership: 39.64% → 36.84% (-2.8%)

9% less capital invested

Capital invested by funds: $64M → $58.2M (-$5.85M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
14
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.4M
2
RJA
Raymond James & Associates
Florida
+$1.81M
3
MC
Matisse Capital
Oregon
+$1.38M
4
LSC
Logan Stone Capital
Illinois
+$812K
5
WAM
Wolverine Asset Management
Illinois
+$431K

Top Sellers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
-$13M
2
AAM
Advisors Asset Management
Colorado
-$1.32M
3
Osaic Holdings
Osaic Holdings
Arizona
-$831K
4
CW
CreativeOne Wealth
Kansas
-$411K
5
Millennium Management
Millennium Management
New York
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$383K +$42.4K +3,623 +12%
MA
27
Mutual Advisors
Nebraska
$379K +$378K +32,332 New
CCP
28
Clough Capital Partners
Massachusetts
$372K -$92.4K -7,900 -20%
Millennium Management
29
Millennium Management
New York
$291K -$365K -31,164 -56%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$258K -$35 -3 -0%
Mariner
31
Mariner
Kansas
$254K – – –
AC
32
Aristides Capital
Kentucky
$245K – – –
KACA
33
Kayne Anderson Capital Advisors
California
$218K – – –
HH
34
Hilltop Holdings
Texas
$207K – – –
FHA
35
Flagship Harbor Advisors
Massachusetts
$183K +$53.9K +4,607 +42%
BRWA
36
B. Riley Wealth Advisors
Florida
$152K +$11K +938 +8%
CPRC
37
Consolidated Portfolio Review Corp
New York
$147K +$146K +12,518 New
JP Morgan Chase
38
JP Morgan Chase
New York
$146K +$146K +12,500 New
AWS
39
Atria Wealth Solutions
New York
$145K -$25.4K -2,169 -15%
KA
40
Kovack Advisors
Florida
$130K +$130K +11,142 New
AC
41
Almitas Capital
California
$121K -$261K -22,321 -68%
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$93K -$18.4K -1,570 -17%
QL
43
Quarry LP
New York
$86.7K – – –
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$68K +$56.3K +4,811 +481%
CA
45
Clearstead Advisors
Ohio
$22.6K +$22.6K +1,934 New
PWA
46
Provenance Wealth Advisors
Florida
$5.86K +$5.85K +500 New
Bessemer Group
47
Bessemer Group
New Jersey
$3K -$1.37K -117 -34%
C
48
Covestor
United Kingdom
$2K +$386 +33 +21%
GI
49
Gradient Investments
Minnesota
$1.26K +$1.26K +108 New
Comerica Bank
50
Comerica Bank
Texas
$1.04K – – –
1
2
3

TEAF Hedge Fund Activity: Q4 2023 in Review

51 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q4 2023, worth a combined $58.2M — down 9.1% from $64M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TEAF positions and 8 closed out — a net gain of 2 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.4M. The largest seller was Atlas Wealth, exiting entirely with an estimated $13M sold.

  • 51 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $58.2M of Ecofin Sustainable & Social Impact Term Fund stock for Q4 2023, down 9.1% quarter-over-quarter.
  • 10 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q4 2023 and 8 closed out, a net change of +2 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.4M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q4 2023 was Atlas Wealth, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2023.