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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

53 hedge funds and large institutions have $50.6M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 5153 (+2)

5.08% less ownership

Funds ownership: 36.84%31.75% (-5.1%)

13% less capital invested

Capital invested by funds: $58.2M → $50.6M (-$7.61M)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$10.3M +$80 +7 +0%
Morgan Stanley
2
Morgan Stanley
New York
$5.53M -$6.34M -552,938 -54%
Bank of America
3
Bank of America
North Carolina
$4.18M +$57.8K +5,049 +1%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.05M +$836K +72,954 +39%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.88M +$298K +25,997 +12%
MC
6
Matisse Capital
Oregon
$2.6M +$458K +40,000 +22%
LSC
7
Logan Stone Capital
Illinois
$2.31M +$1.06M +92,905 +90%
CastleKeep Investment Advisors
8
CastleKeep Investment Advisors
Connecticut
$1.91M +$30.3K +2,641 +2%
RJA
9
Raymond James & Associates
Florida
$1.44M -$5.41M -472,541 -79%
PAG
10
Private Advisor Group
New Jersey
$1.37M +$724K +63,205 +119%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$1.37M +$185K +16,176 +16%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.2M +$12K +1,046 +1%
SFS
13
Shaker Financial Services
Virginia
$1.19M +$514K +44,832 +80%
Cerity Partners
14
Cerity Partners
New York
$1.16M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$830K +$286 +25 +0%
OC
16
Oppenheimer & Co
New York
$826K -$92K -8,029 -10%
LCM
17
Landscape Capital Management
New Jersey
$785K +$361K +31,488 +90%
Osaic Holdings
18
Osaic Holdings
Arizona
$682K -$83.9K -7,324 -11%
DADC
19
D.A. Davidson & Co
Montana
$624K +$112K +9,790 +23%
UBS Group
20
UBS Group
Switzerland
$604K +$9.36K +817 +2%
NAS
21
NWF Advisory Services
California
$567K -$10.3K -900 -2%
WA
22
Wealth Alliance
New York
$469K
LPL Financial
23
LPL Financial
California
$458K -$20.8K -1,814 -4%
Wells Fargo
24
Wells Fargo
California
$395K +$8.93K +779 +2%
AIA
25
Absolute Investment Advisers
Florida
$375K +$364K +31,772 New

TEAF Hedge Fund Activity: Q1 2024 in Review

53 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q1 2024, worth a combined $50.6M — down 13% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TEAF positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Logan Stone Capital, adding an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $6.34M.

  • 53 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q1 2024, up from 51 in Q4 2023.
  • Funds reported $50.6M of Ecofin Sustainable & Social Impact Term Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 7 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q1 2024 and 5 closed out, a net change of +2 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q1 2024 was Logan Stone Capital, an estimated $1.06M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q1 2024 was Morgan Stanley, an estimated $6.34M sold.

Based on aggregated 13F filings for Q1 2024.