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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 $31.2M invested in Ecofin Sustainable & Social Impact Term Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1% less capital invested

Capital invested by funds: $31.6M → $31.2M (-$406K)

2.49% less ownership

Funds ownership: 23.18%20.69% (-2.5%)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.63M +$813K +75,133 +18%
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.53M +$110K +10,157 +2%
MC
3
Matisse Capital
Oregon
$3.7M
Bank of America
4
Bank of America
North Carolina
$3.65M -$60.5K -5,588 -2%
WAM
5
Wolverine Asset Management
Illinois
$2.16M +$81.2K +7,506 +4%
SFS
6
Shaker Financial Services
Virginia
$1.43M +$393K +36,355 +40%
Stifel Financial
7
Stifel Financial
Missouri
$1.3M -$393K -36,342 -24%
AC
8
Aristides Capital
Kentucky
$1.22M +$649K +59,996 +122%
Truist Financial
9
Truist Financial
North Carolina
$1.03M -$4.66K -431 -0.5%
UBS Group
10
UBS Group
Switzerland
$751K -$105K -9,708 -13%
6M
11
6 Meridian
Kansas
$635K +$464K +42,884 +308%
Wells Fargo
12
Wells Fargo
California
$494K +$27.7K +2,557 +6%
KACA
13
Kayne Anderson Capital Advisors
California
$466K
PAS
14
Partnervest Advisory Services
California
$466K +$249K +22,984 +123%
Goldman Sachs
15
Goldman Sachs
New York
$441K +$5.41K +500 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$327K -$8.03K -742 -2%
LCM
17
Landscape Capital Management
New Jersey
$317K -$305K -28,163 -50%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$307K -$119K -11,000 -29%
Osaic Holdings
19
Osaic Holdings
Arizona
$263K +$10.3K +950 +4%
OC
20
Oppenheimer & Co
New York
$239K +$96.1K +8,886 +71%
CPIG
21
Chicago Partners Investment Group
Illinois
$194K +$725 +67 +0.4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$194K +$60.1K +5,555 +47%
UR
23
USCA RIA
Texas
$168K
RJA
24
Raymond James & Associates
Florida
$123K -$210K -19,413 -64%
WS
25
Wedbush Securities
California
$123K -$11.4K -1,054 -9%

TEAF Hedge Fund Activity: Q2 2020 in Review

31 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q2 2020, worth a combined $31.2M — down 1.3% from $31.6M a quarter earlier.

Fund positioning in TEAF was balanced in Q2 2020: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $813K. The largest seller was Mariner, exiting entirely with an estimated $3.16M sold.

  • 31 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $31.2M of Ecofin Sustainable & Social Impact Term Fund stock for Q2 2020, down 1.3% quarter-over-quarter.
  • 2 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q2 2020 and 2 closed out, a net change of 0 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q2 2020 was Morgan Stanley, an estimated $813K added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q2 2020 was Mariner, an estimated $3.16M sold.

Based on aggregated 13F filings for Q2 2020.