Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TORTOISE SUSTAINABLE & SOCIA (TEAF)

0 + Investors. Track Smart Money conviction in TEAF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — TEAF

Based on 49 hedge funds · latest filing: 2025 Q3 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
49 hedge funds hold TEAF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

28 buying21 selling
Last quarter: 28 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
💰

Value +46% but shares only +11% — price-driven

Value
+46%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~7 new funds/quarter

5 → 6 → 6 → 6 → 7 new funds/Q
New funds entering each quarter: 6 → 6 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TEAF

How many hedge funds hold TEAF — quarterly history vs. share price
Quarterly hedge fund ownership of TEAF vs. share price

Market Analysis: TEAF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TEAF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: TEAF
2026 Q1 Stats Unlock in 19 days 0 + Investors

Track Smart Money conviction in TEAF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 49 -100.0%
13F Shares 0 6M -100.0%
Total Value $0 $1.11B -100.0%
New Positions 0 7 -7
Increased Positions 0 21 -21
Closed Positions 49 7 +42
Reduced Positions 0 14 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TEAF

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

0 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TEAF. Verified SEC 13F-HR filings.

Top 25 institutional holders of TEAF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.20% 227,000 $2.7M
2 Eagle Bluffs Wealth Management LLC 1.14% 224,145 $2.6M
3 Thomas J. Herzfeld Advisors, Inc. 0.95% 234,542 $2.8M
4 INVESTED ADVISORS 0.81% 46,421 $559K
5 CASTLEKEEP INVESTMENT ADVISORS LLC 0.53% 96,371 $1.1M
6 Saba Capital Management, L.P. 0.50% 1,549,226 $18.2M
7 Investment Research Partners LLC 0.39% 71,272 $870K
8 Yakira Capital Management, Inc. 0.27% 66,754 $785K
9 Consolidated Portfolio Review Corp 0.20% 137,548 $1.6M
10 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.15% 82,511 $970K
11 ABSOLUTE INVESTMENT ADVISERS, LLC 0.13% 88,571 $1.04B
12 NWF Advisory Services Inc. 0.13% 43,300 $540K
13 SIT INVESTMENT ASSOCIATES INC 0.12% 502,483 $5.9M
14 Logan Stone Capital, LLC 0.10% 19,268 $227K
15 UHLMANN PRICE SECURITIES, LLC 0.09% 12,439 $146K
16 Quarry LP 0.08% 29,248 $344K
17 Abundance Wealth Counselors 0.05% 24,657 $290K
18 WEALTH ALLIANCE, LLC 0.05% 38,735 $456K
19 WCG Wealth Advisors LLC 0.03% 36,475 $429K
20 Kovack Advisors, Inc. 0.02% 20,670 $243K
21 Pathstone Holdings, LLC 0.02% 449,716 $5.3M
22 CSS LLC/IL 0.02% 32,062 $377K
23 K2 PRINCIPAL FUND, L.P. 0.01% 11,119 $131K
24 RFG Advisory, LLC 0.01% 42,910 $505K
25 Private Advisor Group, LLC 0.01% 163,200 $1.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TORTOISE SUSTAINABLE & SOCIA (TEAF)

What does the Smart Money Trend signal show for TEAF?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for TEAF?

Slight buying edge — 57% buying: Last quarter: 28 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.