We are live on ! Find out more
TEAF

Ecofin Sustainable & Social Impact Term Fund
TEAF

Delisted

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

Back to rankings

53 hedge funds and large institutions have $50.6M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 51 → 53 (+2)

5.08% less ownership

Funds ownership: 36.84% → 31.75% (-5.1%)

13% less capital invested

Capital invested by funds: $58.2M → $50.6M (-$7.61M)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
+$1.06M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$836K
3
PAG
Private Advisor Group
New Jersey
+$724K
4
SFS
Shaker Financial Services
Virginia
+$514K
5
MC
Matisse Capital
Oregon
+$458K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.34M
2
RJA
Raymond James & Associates
Florida
-$5.41M
3
MA
Mutual Advisors
Nebraska
-$379K
4
CCP
Clough Capital Partners
Massachusetts
-$372K
5
WAM
Wolverine Asset Management
Illinois
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$297K -$148K -12,920 -34%
Millennium Management
27
Millennium Management
New York
$294K – – –
Mariner
28
Mariner
Kansas
$256K – – –
AC
29
Aristides Capital
Kentucky
$247K – – –
HH
30
Hilltop Holdings
Texas
$232K +$22.9K +2,000 +11%
TCA
31
Tortoise Capital Advisors
Kansas
$229K +$222K +19,362 New
KACA
32
Kayne Anderson Capital Advisors
California
$220K – – –
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$157K -$100K -8,757 -40%
CPRC
34
Consolidated Portfolio Review Corp
New York
$149K +$1.21K +106 +0.8%
PI
35
PFG Investments
New York
$149K +$145K +12,624 New
JP Morgan Chase
36
JP Morgan Chase
New York
$148K – – –
AWS
37
Atria Wealth Solutions
New York
$147K +$1.42K +124 +1%
BRWA
38
B. Riley Wealth Advisors
Florida
$144K -$10.7K -938 -7%
Citadel Advisors
39
Citadel Advisors
Florida
$142K +$138K +12,034 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$133K -$49.9K -4,357 -28%
AAS
41
Ameritas Advisory Services
Nebraska
$133K +$132K +11,550 New
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$93.8K – – –
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$88.7K +$19.5K +1,700 +29%
WAM
44
Wolverine Asset Management
Illinois
$88.7K -$336K -29,319 -80%
QL
45
Quarry LP
New York
$87.4K – – –
CA
46
Clearstead Advisors
Ohio
$23.7K +$882 +77 +4%
PWA
47
Provenance Wealth Advisors
Florida
$5.91K – – –
Bessemer Group
48
Bessemer Group
New Jersey
$3K -$160 -14 -6%
PA
49
Parallel Advisors
California
$2.12K +$1.73K +151 +521%
C
50
Covestor
United Kingdom
$2K +$149 +13 +7%
1
2
3

TEAF Hedge Fund Activity: Q1 2024 in Review

53 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q1 2024, worth a combined $50.6M — down 13% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TEAF positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Logan Stone Capital, adding an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $6.34M.

  • 53 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q1 2024, up from 51 in Q4 2023.
  • Funds reported $50.6M of Ecofin Sustainable & Social Impact Term Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 7 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q1 2024 and 5 closed out, a net change of +2 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q1 2024 was Logan Stone Capital, an estimated $1.06M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q1 2024 was Morgan Stanley, an estimated $6.34M sold.

Based on aggregated 13F filings for Q1 2024.