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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

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

50 hedge funds and large institutions have $57.7M invested in Ecofin Sustainable & Social Impact Term Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4950 (+1)

1.06% more ownership

Funds ownership: 36.42%37.48% (+1.1%)

2% less capital invested

Capital invested by funds: $59M → $57.7M (-$1.25M)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
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
$15.7M +$504K +42,107 +3%
Morgan Stanley
2
Morgan Stanley
New York
$5.85M +$927K +77,468 +18%
SIA
3
Sit Investment Associates
Minnesota
$4.66M +$918K +76,665 +23%
Bank of America
4
Bank of America
North Carolina
$3.09M -$11.5K -960 -0.4%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.06M +$44.3K +3,703 +1%
MC
6
Matisse Capital
Oregon
$2.58M
EBWM
7
Eagle Bluffs Wealth Management
Missouri
$2.47M +$16.2K +1,350 +0.6%
PAG
8
Private Advisor Group
New Jersey
$2.02M +$269K +22,500 +15%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.76M -$1.17M -97,577 -39%
WAM
10
Wolverine Asset Management
Illinois
$1.47M +$668K +55,778 +76%
CastleKeep Investment Advisors
11
CastleKeep Investment Advisors
Connecticut
$1.26M +$274K +22,902 +26%
UBS Group
12
UBS Group
Switzerland
$1.2M +$188K +15,683 +17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.12M -$11.7K -978 -1%
Cerity Partners
14
Cerity Partners
New York
$933K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$833K -$10.1K -844 -1%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$771K +$141K +11,787 +21%
AWC
17
Abundance Wealth Counselors
Pennsylvania
$729K -$349K -29,178 -31%
LSC
18
Logan Stone Capital
Illinois
$636K -$80.1K -6,693 -11%
OC
19
Oppenheimer & Co
New York
$626K -$109K -9,116 -14%
DADC
20
D.A. Davidson & Co
Montana
$605K +$2.35K +196 +0.4%
Raymond James Financial
21
Raymond James Financial
Florida
$462K -$596K -49,772 -55%
Osaic Holdings
22
Osaic Holdings
Arizona
$461K +$15.9K +1,331 +3%
RA
23
RFG Advisory
Alabama
$445K +$469K +39,160 New
WA
24
Wealth Alliance
New York
$440K -$12K -1,000 -3%
SFS
25
Shaker Financial Services
Virginia
$428K +$154K +12,872 +52%

TEAF Hedge Fund Activity: Q1 2025 in Review

50 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q1 2025, worth a combined $57.7M — down 2.1% from $59M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TEAF positions and 5 closed out — a net gain of 1 holder — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $927K. The largest seller was Janney Montgomery Scott, cutting an estimated $1.17M.

  • 50 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q1 2025, up from 49 in Q4 2024.
  • Funds reported $57.7M of Ecofin Sustainable & Social Impact Term Fund stock for Q1 2025, down 2.1% quarter-over-quarter.
  • 6 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q1 2025 was Morgan Stanley, an estimated $927K added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q1 2025 was Janney Montgomery Scott, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2025.