We are live on ! Find out more
TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

49 hedge funds and large institutions have $59M invested in Ecofin Sustainable & Social Impact Term Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.89% more ownership

Funds ownership: 34.53%36.42% (+1.9%)

3% less capital invested

Capital invested by funds: $60.7M → $59M (-$1.72M)

4% less funds holding

Funds holding: 5149 (-2)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
18
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
$16.1M
Morgan Stanley
2
Morgan Stanley
New York
$5.25M -$134K -10,549 -2%
SIA
3
Sit Investment Associates
Minnesota
$4M +$2.51M +198,429 +147%
Bank of America
4
Bank of America
North Carolina
$3.28M +$6.99K +552 +0.2%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.18M +$1.93M +152,317 +135%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.03M -$53.3K -4,209 -2%
MC
7
Matisse Capital
Oregon
$2.72M
EBWM
8
Eagle Bluffs Wealth Management
Missouri
$2.59M -$653K -51,548 -19%
PAG
9
Private Advisor Group
New Jersey
$1.86M +$124K +9,800 +7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.19M +$6.35K +501 +0.5%
AWC
11
Abundance Wealth Counselors
Pennsylvania
$1.12M -$180K -14,172 -13%
Raymond James Financial
12
Raymond James Financial
Florida
$1.09M +$1.15M +90,445 New
UBS Group
13
UBS Group
Switzerland
$1.08M +$468K +36,902 +69%
SA
14
Sanctuary Advisors
Indiana
$1.07M +$6.59K +520 +0.6%
CastleKeep Investment Advisors
15
CastleKeep Investment Advisors
Connecticut
$1.06M -$6.32K -499 -0.6%
Cerity Partners
16
Cerity Partners
New York
$985K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$890K -$32.1K -2,533 -3%
WAM
18
Wolverine Asset Management
Illinois
$886K +$935K +73,819 New
OC
19
Oppenheimer & Co
New York
$770K +$37.9K +2,991 +5%
LSC
20
Logan Stone Capital
Illinois
$752K -$653K -51,519 -45%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$673K +$196K +15,439 +38%
DADC
22
D.A. Davidson & Co
Montana
$637K +$68.4K +5,401 +11%
WA
23
Wealth Alliance
New York
$477K
Osaic Holdings
24
Osaic Holdings
Arizona
$471K -$57.1K -4,507 -10%
LPL Financial
25
LPL Financial
California
$328K -$12.6K -996 -4%

TEAF Hedge Fund Activity: Q4 2024 in Review

49 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q4 2024, worth a combined $59M — down 2.8% from $60.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TEAF and 4 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 15 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.51M. The largest seller was Eagle Bluffs Wealth Management, cutting an estimated $653K.

  • 49 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q4 2024, down from 51 in Q3 2024.
  • Funds reported $59M of Ecofin Sustainable & Social Impact Term Fund stock for Q4 2024, down 2.8% quarter-over-quarter.
  • 4 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q4 2024 and 5 closed out, a net change of -1 holder.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $2.51M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q4 2024 was Eagle Bluffs Wealth Management, an estimated $653K sold.

Based on aggregated 13F filings for Q4 2024.