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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

56 hedge funds and large institutions have $61.8M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

22% more capital invested

Capital invested by funds: $50.6M → $61.8M (+$11.2M)

7.96% more ownership

Funds ownership: 31.75%39.72% (+8%)

6% more funds holding

Funds holding: 5356 (+3)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1
Atlas Wealth
Ohio
$11.5M +$11.5M +988,553 New
SCM
2
Saba Capital Management
New York
$10M +$186 +16 +0%
Morgan Stanley
3
Morgan Stanley
New York
$4.5M -$898K -77,070 -16%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.04M +$69.8K +5,994 +2%
Bank of America
5
Bank of America
North Carolina
$3.03M -$1.06M -90,926 -26%
EBWM
6
Eagle Bluffs Wealth Management
Missouri
$2.99M +$186K +15,976 +7%
MC
7
Matisse Capital
Oregon
$2.61M +$81.5K +7,000 +3%
LSC
8
Logan Stone Capital
Illinois
$2.21M -$45.5K -3,907 -2%
CastleKeep Investment Advisors
9
CastleKeep Investment Advisors
Connecticut
$1.78M -$75.6K -6,492 -4%
PAG
10
Private Advisor Group
New Jersey
$1.59M +$257K +22,070 +19%
WAM
11
Wolverine Asset Management
Illinois
$1.51M +$1.44M +123,722 +1,647%
AWC
12
Abundance Wealth Counselors
Pennsylvania
$1.43M +$93.5K +8,032 +7%
SFS
13
Shaker Financial Services
Virginia
$1.37M +$207K +17,769 +18%
RJA
14
Raymond James & Associates
Florida
$1.24M -$164K -14,056 -12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.14M -$36.4K -3,122 -3%
Cerity Partners
16
Cerity Partners
New York
$1.13M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.02M +$211K +18,100 +26%
SA
18
Sanctuary Advisors
Indiana
$893K +$910K +78,125 New
OC
19
Oppenheimer & Co
New York
$720K -$86.4K -7,416 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$635K -$29.9K -2,563 -4%
UBS Group
21
UBS Group
Switzerland
$612K +$24.1K +2,073 +4%
DADC
22
D.A. Davidson & Co
Montana
$534K -$75.6K -6,489 -12%
LCM
23
Landscape Capital Management
New Jersey
$513K -$255K -21,923 -33%
NAS
24
NWF Advisory Services
California
$479K -$74.5K -6,400 -13%
WA
25
Wealth Alliance
New York
$457K

TEAF Hedge Fund Activity: Q2 2024 in Review

56 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q2 2024, worth a combined $61.8M — up 22% from $50.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TEAF positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $11.5M. The largest seller was Bank of America, cutting an estimated $1.06M.

  • 56 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $61.8M of Ecofin Sustainable & Social Impact Term Fund stock for Q2 2024, up 22% quarter-over-quarter.
  • 6 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q2 2024 was Atlas Wealth, an estimated $11.5M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q2 2024 was Bank of America, an estimated $1.06M sold.

Based on aggregated 13F filings for Q2 2024.