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

56 hedge funds and large institutions have $61.8M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

22% more capital invested

Capital invested by funds: $50.6M → $61.8M (+$11.2M)

7.96% more ownership

Funds ownership: 31.75% → 39.72% (+8%)

6% more funds holding

Funds holding: 53 → 56 (+3)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$11.5M
2
WAM
Wolverine Asset Management
Illinois
+$1.44M
3
PAG
Private Advisor Group
New Jersey
+$257K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$211K
5
SFS
Shaker Financial Services
Virginia
+$207K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.06M
2
Morgan Stanley
Morgan Stanley
New York
-$898K
3
LCM
Landscape Capital Management
New Jersey
-$255K
4
RJA
Raymond James & Associates
Florida
-$164K
5
PI
PFG Investments
New York
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$450K +$4.46K +383 +1%
Wells Fargo
27
Wells Fargo
California
$369K -$16.4K -1,406 -4%
AIA
28
Absolute Investment Advisers
Florida
$366K – – –
Truist Financial
29
Truist Financial
North Carolina
$287K -$1.75K -150 -0.6%
Mariner
30
Mariner
Kansas
$250K – – –
AC
31
Aristides Capital
Kentucky
$241K – – –
HH
32
Hilltop Holdings
Texas
$230K +$3.49K +300 +2%
TCA
33
Tortoise Capital Advisors
Kansas
$223K – – –
Millennium Management
34
Millennium Management
New York
$215K -$72.5K -6,222 -25%
KACA
35
Kayne Anderson Capital Advisors
California
$214K – – –
FA
36
Fountainhead AM
New Jersey
$194K +$197K +16,880 New
CPRC
37
Consolidated Portfolio Review Corp
New York
$173K +$28.1K +2,411 +19%
KA
38
Kovack Advisors
Florida
$166K +$168K +14,418 New
AWS
39
Atria Wealth Solutions
New York
$159K +$15.9K +1,368 +11%
CCWM
40
Cassaday & Co Wealth Management
Virginia
$155K +$157K +13,438 New
BRWA
41
B. Riley Wealth Advisors
Florida
$151K +$12.2K +1,047 +9%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$144K -$9.17K -787 -6%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$144K +$53.4K +4,581 +58%
JP Morgan Chase
44
JP Morgan Chase
New York
$144K – – –
AAS
45
Ameritas Advisory Services
Nebraska
$133K – – –
FHA
46
Flagship Harbor Advisors
Massachusetts
$132K +$2.02K +173 +2%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$103K +$16.3K +1,400 +19%
QL
48
Quarry LP
New York
$85.2K – – –
BBHC
49
Brown Brothers Harriman & Co
New York
$50.8K +$51.4K +4,411 New
CA
50
Clearstead Advisors
Ohio
$18.3K -$4.93K -423 -21%
1
2
3

TEAF Hedge Fund Activity: Q2 2024 in Review

56 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q2 2024, worth a combined $61.8M — up 22% from $50.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TEAF positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $11.5M. The largest seller was Bank of America, cutting an estimated $1.06M.

  • 56 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $61.8M of Ecofin Sustainable & Social Impact Term Fund stock for Q2 2024, up 22% quarter-over-quarter.
  • 6 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q2 2024 was Atlas Wealth, an estimated $11.5M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q2 2024 was Bank of America, an estimated $1.06M sold.

Based on aggregated 13F filings for Q2 2024.