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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

31 hedge funds and large institutions have $31.6M invested in Ecofin Sustainable & Social Impact Term Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

7% more funds holding

Funds holding: 2931 (+2)

6.59% more ownership

Funds ownership: 16.59%23.18% (+6.6%)

14% less capital invested

Capital invested by funds: $36.7M → $31.6M (-$5.12M)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$4.89M +$2.12M +143,035 +42%
Morgan Stanley
2
Morgan Stanley
New York
$4.34M +$1.14M +76,927 +22%
Bank of America
3
Bank of America
North Carolina
$3.36M +$714K +48,121 +17%
MC
4
Matisse Capital
Oregon
$3.35M +$4.92M +331,170 New
Mariner
5
Mariner
Kansas
$3.16M +$1.49K +100 +0%
WAM
6
Wolverine Asset Management
Illinois
$1.88M +$2.76M +186,209 New
DADC
7
D.A. Davidson & Co
Montana
$1.85M +$50.1K +3,378 +2%
Stifel Financial
8
Stifel Financial
Missouri
$1.53M +$38.6K +2,600 +2%
Truist Financial
9
Truist Financial
North Carolina
$940K +$578K +38,916 +72%
SFS
10
Shaker Financial Services
Virginia
$927K +$515K +34,667 +61%
UBS Group
11
UBS Group
Switzerland
$777K +$376K +25,336 +49%
LCM
12
Landscape Capital Management
New Jersey
$571K -$52.4K -3,533 -6%
AC
13
Aristides Capital
Kentucky
$496K +$729K +49,079 New
KACA
14
Kayne Anderson Capital Advisors
California
$422K +$621K +41,813 New
Wells Fargo
15
Wells Fargo
California
$421K +$313K +21,086 +102%
Goldman Sachs
16
Goldman Sachs
New York
$394K +$579K +38,990 New
JMPWA
17
JP Morgan Private Wealth Advisors
California
$389K +$59.4K +4,000 +12%
RJA
18
Raymond James & Associates
Florida
$307K -$386K -26,022 -46%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$303K +$112K +7,560 +34%
Osaic Holdings
20
Osaic Holdings
Arizona
$229K +$335K +22,584 New
PAS
21
Partnervest Advisory Services
California
$190K +$122K +8,186 +77%
CPIG
22
Chicago Partners Investment Group
Illinois
$189K -$48.4K -3,261 -16%
UR
23
USCA RIA
Texas
$152K -$186K -12,521 -45%
6M
24
6 Meridian
Kansas
$141K +$207K +13,941 New
OC
25
Oppenheimer & Co
New York
$127K +$186K +12,532 New

TEAF Hedge Fund Activity: Q1 2020 in Review

31 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q1 2020, worth a combined $31.6M — down 14% from $36.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TEAF positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Matisse Capital, opening a new position worth an estimated $4.92M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $1.2M sold.

  • 31 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q1 2020, up from 29 in Q4 2019.
  • Funds reported $31.6M of Ecofin Sustainable & Social Impact Term Fund stock for Q1 2020, down 14% quarter-over-quarter.
  • 10 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q1 2020 and 6 closed out, a net change of +4 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q1 2020 was Matisse Capital, an estimated $4.92M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q1 2020 was Mariner Investment Group, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2020.