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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

47 hedge funds and large institutions have $61.8M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

9% more funds holding

Funds holding: 4347 (+4)

4% less capital invested

Capital invested by funds: $64.3M → $61.8M (-$2.52M)

1.79% less ownership

Funds ownership: 37.1%35.32% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
21
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1
Atlas Wealth
Ohio
$14.3M -$264K -20,254 -2%
SCM
2
Saba Capital Management
New York
$11.6M -$95K -7,290 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$6.94M +$227K +17,449 +3%
Bank of America
4
Bank of America
North Carolina
$3.99M +$761K +58,405 +23%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.71M +$176K +13,506 +7%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.63M +$45.7K +3,505 +2%
RJA
7
Raymond James & Associates
Florida
$1.78M -$64.1K -4,920 -3%
AAM
8
Advisors Asset Management
Colorado
$1.43M -$7.18K -551 -0.5%
AWC
9
Abundance Wealth Counselors
Pennsylvania
$1.35M +$145K +11,101 +12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.35M +$23.7K +1,821 +2%
WAM
11
Wolverine Asset Management
Illinois
$1.16M +$512K +39,310 +78%
Osaic Holdings
12
Osaic Holdings
Arizona
$891K +$56.3K +4,323 +7%
SFS
13
Shaker Financial Services
Virginia
$887K +$681K +52,265 +324%
Millennium Management
14
Millennium Management
New York
$842K +$846K +64,925 New
Truist Financial
15
Truist Financial
North Carolina
$830K -$20.7K -1,589 -2%
OC
16
Oppenheimer & Co
New York
$721K +$124K +9,547 +21%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$701K +$54.7K +4,199 +8%
LSC
18
Logan Stone Capital
Illinois
$625K +$406K +31,196 +183%
PAG
19
Private Advisor Group
New Jersey
$619K +$28.7K +2,200 +5%
LPL Financial
20
LPL Financial
California
$588K +$84.3K +6,467 +17%
WA
21
Wealth Alliance
New York
$577K +$78.2K +6,000 +16%
NAS
22
NWF Advisory Services
California
$540K +$564K +43,300 New
Wells Fargo
23
Wells Fargo
California
$473K -$50.9K -3,905 -10%
DADC
24
D.A. Davidson & Co
Montana
$473K -$24.3K -1,864 -5%
CW
25
CreativeOne Wealth
Kansas
$447K -$91.3K -7,007 -17%

TEAF Hedge Fund Activity: Q1 2023 in Review

47 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q1 2023, worth a combined $61.8M — down 3.9% from $64.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TEAF positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $846K. The largest seller was Punch & Associates Investment Management, cutting an estimated $7.59M.

  • 47 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q1 2023, up from 43 in Q4 2022.
  • Funds reported $61.8M of Ecofin Sustainable & Social Impact Term Fund stock for Q1 2023, down 3.9% quarter-over-quarter.
  • 8 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q1 2023 and 4 closed out, a net change of +4 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q1 2023 was Millennium Management, an estimated $846K added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q1 2023 was Punch & Associates Investment Management, an estimated $7.59M sold.

Based on aggregated 13F filings for Q1 2023.