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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

51 hedge funds and large institutions have $64M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2.78% more ownership

Funds ownership: 36.85%39.64% (+2.8%)

2% more funds holding

Funds holding: 5051 (+1)

2% more capital invested

Capital invested by funds: $62.6M → $64M (+$1.4M)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
23
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1
Atlas Wealth
Ohio
$13M -$130K -10,300 -0.9%
SCM
2
Saba Capital Management
New York
$10.4M -$216K -17,155 -2%
Morgan Stanley
3
Morgan Stanley
New York
$6.7M +$183K +14,527 +3%
RJA
4
Raymond James & Associates
Florida
$5.27M +$3.84M +305,313 +227%
Bank of America
5
Bank of America
North Carolina
$4.49M +$22.5K +1,788 +0.5%
EBWM
6
Eagle Bluffs Wealth Management
Missouri
$2.86M +$368K +29,242 +14%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.38M -$9.75K -775 -0.4%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.63M +$838K +66,615 +96%
AAM
9
Advisors Asset Management
Colorado
$1.32M +$2.62K +208 +0.2%
AWC
10
Abundance Wealth Counselors
Pennsylvania
$1.25M +$34.2K +2,717 +3%
Cerity Partners
11
Cerity Partners
New York
$1.18M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.16M +$94.1K +7,475 +8%
OC
13
Oppenheimer & Co
New York
$874K -$61.8K -4,908 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$853K +$127K +10,100 +17%
MC
15
Matisse Capital
Oregon
$742K +$532K +42,262 +214%
Millennium Management
16
Millennium Management
New York
$671K -$118K -9,374 -14%
PAG
17
Private Advisor Group
New Jersey
$636K +$62.9K +5,000 +10%
UBS Group
18
UBS Group
Switzerland
$626K +$463K +36,765 +237%
NAS
19
NWF Advisory Services
California
$597K +$81.8K +6,500 +15%
Truist Financial
20
Truist Financial
North Carolina
$567K -$149K -11,833 -20%
LPL Financial
21
LPL Financial
California
$566K +$1.22K +97 +0.2%
WA
22
Wealth Alliance
New York
$476K -$53.2K -4,224 -10%
DADC
23
D.A. Davidson & Co
Montana
$476K +$11.5K +913 +2%
CCP
24
Clough Capital Partners
Massachusetts
$475K +$346K +27,472 +225%
CW
25
CreativeOne Wealth
Kansas
$411K -$4.3K -342 -1%

TEAF Hedge Fund Activity: Q3 2023 in Review

51 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q3 2023, worth a combined $64M — up 2.2% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TEAF positions and 3 closed out — a net gain of 1 holder — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.84M. The largest seller was Shaker Financial Services, cutting an estimated $1.01M.

  • 51 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q3 2023, up from 50 in Q2 2023.
  • Funds reported $64M of Ecofin Sustainable & Social Impact Term Fund stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 4 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q3 2023 was Raymond James & Associates, an estimated $3.84M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q3 2023 was Shaker Financial Services, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2023.