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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 $58.2M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding

Funds holding: 5151 (0)

2.8% less ownership

Funds ownership: 39.64%36.84% (-2.8%)

9% less capital invested

Capital invested by funds: $64M → $58.2M (-$5.85M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
14
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12M +$5.4M +461,695 +83%
SCM
2
Saba Capital Management
New York
$10.2M
RJA
3
Raymond James & Associates
Florida
$6.96M +$1.81M +155,100 +35%
Bank of America
4
Bank of America
North Carolina
$4.09M -$299K -25,583 -7%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.55M -$246K -20,998 -9%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.17M -$152K -12,970 -7%
MC
7
Matisse Capital
Oregon
$2.11M +$1.38M +118,026 +190%
CastleKeep Investment Advisors
8
CastleKeep Investment Advisors
Connecticut
$1.86M +$1.86M +158,857 New
LSC
9
Logan Stone Capital
Illinois
$1.21M +$812K +69,384 +207%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.18M +$52.2K +4,464 +5%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$1.17M -$57.3K -4,899 -5%
Cerity Partners
12
Cerity Partners
New York
$1.15M
OC
13
Oppenheimer & Co
New York
$913K +$59.5K +5,087 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$823K -$10.9K -932 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$762K -$831K -71,048 -52%
SFS
16
Shaker Financial Services
Virginia
$659K +$362K +30,965 +122%
PAG
17
Private Advisor Group
New Jersey
$621K
UBS Group
18
UBS Group
Switzerland
$589K -$23.1K -1,974 -4%
NAS
19
NWF Advisory Services
California
$573K -$10.5K -900 -2%
DADC
20
D.A. Davidson & Co
Montana
$504K +$39K +3,334 +8%
LPL Financial
21
LPL Financial
California
$475K -$78.2K -6,682 -14%
WA
22
Wealth Alliance
New York
$465K
Truist Financial
23
Truist Financial
North Carolina
$445K -$109K -9,287 -20%
WAM
24
Wolverine Asset Management
Illinois
$431K +$431K +36,829 New
LCM
25
Landscape Capital Management
New Jersey
$410K +$409K +34,987 New

TEAF Hedge Fund Activity: Q4 2023 in Review

51 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q4 2023, worth a combined $58.2M — down 9.1% from $64M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TEAF positions and 8 closed out — a net gain of 2 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.4M. The largest seller was Atlas Wealth, exiting entirely with an estimated $13M sold.

  • 51 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $58.2M of Ecofin Sustainable & Social Impact Term Fund stock for Q4 2023, down 9.1% quarter-over-quarter.
  • 10 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q4 2023 and 8 closed out, a net change of +2 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.4M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q4 2023 was Atlas Wealth, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2023.