We are live on ! Find out more
TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

34 hedge funds and large institutions have $48.3M invested in Ecofin Sustainable & Social Impact Term Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $38.1M → $48.3M (+$10.1M)

13% more funds holding

Funds holding: 3034 (+4)

3.31% more ownership

Funds ownership: 21.63%24.94% (+3.3%)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
6
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
$7.73M +$354K +25,693 +5%
Morgan Stanley
2
Morgan Stanley
New York
$7.2M +$516K +37,434 +8%
RJA
3
Raymond James & Associates
Florida
$7.03M +$1.35M +97,996 +25%
MC
4
Matisse Capital
Oregon
$4.75M
Bank of America
5
Bank of America
North Carolina
$3.73M -$263K -19,061 -7%
DADC
6
D.A. Davidson & Co
Montana
$2.7M +$2.6M +188,451 New
SFS
7
Shaker Financial Services
Virginia
$1.83M -$674K -48,903 -28%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.74M +$168K +12,169 +11%
AC
9
Aristides Capital
Kentucky
$1.58M -$11.3K -820 -0.7%
Wells Fargo
10
Wells Fargo
California
$1.21M +$638K +46,341 +122%
Truist Financial
11
Truist Financial
North Carolina
$1.05M +$3.44K +250 +0.3%
UBS Group
12
UBS Group
Switzerland
$895K +$9.99K +725 +1%
PPA
13
Parametric Portfolio Associates
Washington
$776K +$745K +54,083 New
PAG
14
Private Advisor Group
New Jersey
$722K +$693K +50,350 New
WA
15
Wealth Alliance
New York
$645K -$26.3K -1,906 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$594K +$33.7K +2,446 +6%
CW
17
CreativeOne Wealth
Kansas
$570K +$19.3K +1,402 +4%
AIP
18
Ahrens Investment Partners
Louisiana
$509K +$489K +35,500 New
KACA
19
Kayne Anderson Capital Advisors
California
$496K -$99.2K -7,200 -17%
OC
20
Oppenheimer & Co
New York
$466K +$54.2K +3,933 +14%
HH
21
Hilltop Holdings
Texas
$405K +$76.4K +5,550 +24%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$399K
Osaic Holdings
23
Osaic Holdings
Arizona
$301K -$4.38K -318 -1%
CPIG
24
Chicago Partners Investment Group
Illinois
$266K +$592 +43 +0.2%
AWC
25
Abundance Wealth Counselors
Pennsylvania
$216K +$207K +15,046 New

TEAF Hedge Fund Activity: Q1 2021 in Review

34 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q1 2021, worth a combined $48.3M — up 27% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TEAF positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $2.6M. The largest seller was 6 Meridian, exiting entirely with an estimated $805K sold.

  • 34 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q1 2021, up from 30 in Q4 2020.
  • Funds reported $48.3M of Ecofin Sustainable & Social Impact Term Fund stock for Q1 2021, up 27% quarter-over-quarter.
  • 9 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q1 2021 and 5 closed out, a net change of +4 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q1 2021 was D.A. Davidson & Co, an estimated $2.6M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q1 2021 was 6 Meridian, an estimated $805K sold.

Based on aggregated 13F filings for Q1 2021.