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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

32 hedge funds and large institutions have $56.1M invested in Ecofin Sustainable & Social Impact Term Fund in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

2% more capital invested

Capital invested by funds: $55M → $56.1M (+$1.1M)

0.31% less ownership

Funds ownership: 27.85%27.54% (-0.31%)

16% less funds holding

Funds holding: 3832 (-6)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
32
Holders Change
-6
Holders Change %
-15.79%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$10.2M +$530K +35,768 +6%
PAIM
2
Punch & Associates Investment Management
Minnesota
$8.01M +$82.9K +5,591 +1%
SCM
3
Saba Capital Management
New York
$7.97M -$1.15M -77,695 -13%
Morgan Stanley
4
Morgan Stanley
New York
$7.7M -$184K -12,388 -2%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$4.75M +$4.67M +314,714 New
Bank of America
6
Bank of America
North Carolina
$3.77M +$477K +32,140 +15%
Wells Fargo
7
Wells Fargo
California
$1.66M -$36.3K -2,450 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.32M +$1.3M +87,599 New
AWC
9
Abundance Wealth Counselors
Pennsylvania
$1.21M +$113K +7,634 +11%
PPA
10
Parametric Portfolio Associates
Washington
$1.15M +$326K +21,994 +41%
AC
11
Aristides Capital
Kentucky
$1.04M -$6.69K -451 -0.7%
Truist Financial
12
Truist Financial
North Carolina
$1M
AAM
13
Advisors Asset Management
Colorado
$911K +$779K +52,532 +675%
DADC
14
D.A. Davidson & Co
Montana
$802K -$889K -59,941 -53%
WA
15
Wealth Alliance
New York
$671K +$445 +30 +0.1%
OC
16
Oppenheimer & Co
New York
$629K +$120K +8,115 +24%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$605K +$10.7K +720 +2%
CW
18
CreativeOne Wealth
Kansas
$603K -$34.3K -2,310 -5%
KACA
19
Kayne Anderson Capital Advisors
California
$335K
HH
20
Hilltop Holdings
Texas
$316K -$11.9K -800 -4%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$310K
Mariner
22
Mariner
Kansas
$299K +$44.5K +3,000 +18%
CPIG
23
Chicago Partners Investment Group
Illinois
$238K
UBS Group
24
UBS Group
Switzerland
$212K -$344K -23,200 -62%
Stifel Financial
25
Stifel Financial
Missouri
$195K -$3.71K -250 -2%

TEAF Hedge Fund Activity: Q1 2022 in Review

32 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q1 2022, worth a combined $56.1M — up 2% from $55M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TEAF and 3 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 12 added.

The largest buyer was Eagle Bluffs Wealth Management, opening a new position worth an estimated $4.67M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $2.12M sold.

  • 32 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q1 2022, down from 38 in Q4 2021.
  • Funds reported $56.1M of Ecofin Sustainable & Social Impact Term Fund stock for Q1 2022, up 2% quarter-over-quarter.
  • 3 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q1 2022 and 8 closed out, a net change of -5 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q1 2022 was Eagle Bluffs Wealth Management, an estimated $4.67M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q1 2022 was Janney Montgomery Scott, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2022.