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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

27 hedge funds and large institutions have $28.4M invested in Ecofin Sustainable & Social Impact Term Fund in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

0.78% less ownership

Funds ownership: 20.69%19.91% (-0.78%)

9% less capital invested

Capital invested by funds: $31.2M → $28.4M (-$2.79M)

13% less funds holding

Funds holding: 3127 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.38M +$163K +14,816 +3%
Morgan Stanley
2
Morgan Stanley
New York
$5.08M -$257K -23,391 -5%
MC
3
Matisse Capital
Oregon
$3.5M
Bank of America
4
Bank of America
North Carolina
$3.1M -$365K -33,251 -10%
SFS
5
Shaker Financial Services
Virginia
$1.35M -$7.67K -699 -0.5%
AC
6
Aristides Capital
Kentucky
$1.25M +$101K +9,233 +8%
RJA
7
Raymond James & Associates
Florida
$1.24M +$1.17M +106,269 +966%
WAM
8
Wolverine Asset Management
Illinois
$1.14M -$941K -85,699 -44%
Truist Financial
9
Truist Financial
North Carolina
$949K -$30.9K -2,820 -3%
UBS Group
10
UBS Group
Switzerland
$838K +$133K +12,160 +18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$637K +$340K +30,995 +106%
6M
12
6 Meridian
Kansas
$550K -$52.4K -4,774 -8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$535K +$365K +33,289 +191%
Wells Fargo
14
Wells Fargo
California
$447K -$20.9K -1,905 -4%
KACA
15
Kayne Anderson Capital Advisors
California
$441K
PAS
16
Partnervest Advisory Services
California
$393K -$49.5K -4,509 -11%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$379K +$91.6K +8,350 +30%
Goldman Sachs
18
Goldman Sachs
New York
$314K -$107K -9,719 -25%
OC
19
Oppenheimer & Co
New York
$227K +$735 +67 +0.3%
Osaic Holdings
20
Osaic Holdings
Arizona
$216K -$33.5K -3,050 -13%
CS
21
Credit Suisse
Switzerland
$211K +$220K +20,000 New
CPIG
22
Chicago Partners Investment Group
Illinois
$205K +$757 +69 +0.4%
LC
23
Lindbrook Capital
California
$3K
SPIA
24
Steward Partners Investment Advisory
New York
$2K
APA
25
American Portfolios Advisors
New York
$1.06K

TEAF Hedge Fund Activity: Q3 2020 in Review

27 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q3 2020, worth a combined $28.4M — down 9% from $31.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TEAF and 1 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Raymond James & Associates, adding an estimated $1.17M. The largest seller was Stifel Financial, exiting entirely with an estimated $1.3M sold.

  • 27 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q3 2020, down from 31 in Q2 2020.
  • Funds reported $28.4M of Ecofin Sustainable & Social Impact Term Fund stock for Q3 2020, down 9% quarter-over-quarter.
  • 1 fund opened new Ecofin Sustainable & Social Impact Term Fund positions in Q3 2020 and 5 closed out, a net change of -4 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q3 2020 was Raymond James & Associates, an estimated $1.17M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q3 2020 was Stifel Financial, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2020.