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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

30 hedge funds and large institutions have $38.1M invested in Ecofin Sustainable & Social Impact Term Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $28.4M → $38.1M (+$9.74M)

11% more funds holding

Funds holding: 2730 (+3)

1.72% more ownership

Funds ownership: 19.91%21.63% (+1.7%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$6.71M +$47.9K +3,879 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$6.07M -$201K -16,267 -3%
RJA
3
Raymond James & Associates
Florida
$5.12M +$3.4M +275,047 +235%
MC
4
Matisse Capital
Oregon
$4.33M
Bank of America
5
Bank of America
North Carolina
$3.65M -$175K -14,182 -5%
SFS
6
Shaker Financial Services
Virginia
$2.31M +$609K +49,303 +39%
AC
7
Aristides Capital
Kentucky
$1.45M -$90.8K -7,355 -6%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.43M +$723K +58,555 +116%
Truist Financial
9
Truist Financial
North Carolina
$949K -$212K -17,130 -19%
UBS Group
10
UBS Group
Switzerland
$805K -$219K -17,714 -22%
6M
11
6 Meridian
Kansas
$805K +$119K +9,608 +18%
WA
12
Wealth Alliance
New York
$612K +$579K +46,873 New
KACA
13
Kayne Anderson Capital Advisors
California
$545K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$509K -$263K -21,297 -35%
CW
15
CreativeOne Wealth
Kansas
$500K +$473K +38,318 New
Wells Fargo
16
Wells Fargo
California
$496K -$53.3K -4,318 -10%
OC
17
Oppenheimer & Co
New York
$373K +$87.3K +7,068 +33%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$364K -$98.8K -8,000 -22%
HH
19
Hilltop Holdings
Texas
$296K +$280K +22,700 New
Osaic Holdings
20
Osaic Holdings
Arizona
$278K +$10.5K +848 +4%
CPIG
21
Chicago Partners Investment Group
Illinois
$241K +$370 +30 +0.2%
Stifel Financial
22
Stifel Financial
Missouri
$136K +$129K +10,440 New
TWP
23
TFO Wealth Partners
Ohio
$65K +$61.7K +5,000 New
FIA
24
FNY Investment Advisers
New York
$58K +$55.6K +4,500 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$16K +$14.8K +1,200 New

TEAF Hedge Fund Activity: Q4 2020 in Review

30 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q4 2020, worth a combined $38.1M — up 34% from $28.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TEAF positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.4M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.14M sold.

  • 30 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q4 2020, up from 27 in Q3 2020.
  • Funds reported $38.1M of Ecofin Sustainable & Social Impact Term Fund stock for Q4 2020, up 34% quarter-over-quarter.
  • 7 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q4 2020 was Raymond James & Associates, an estimated $3.4M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q4 2020 was Wolverine Asset Management, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2020.