Allspring Utilities & High Income Fund
ERH
25 hedge funds and large institutions have $8.38M invested in Allspring Utilities & High Income Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
49% more capital invested
Capital invested by funds: $5.61M → $8.38M (+$2.77M)
14% more funds holding
Funds holding: 22 → 25 (+3)
2% more ownership
Funds ownership: 5.03% → 7.04% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.16M |
| 2 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$181K |
| 3 |
Millennium Management
New York
|
+$157K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$106K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$33.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$487K |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$137K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$132K |
| 4 |
DI
DFPG Investments
Sandy,
Utah
|
-$53.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$35.2K |
ERH Hedge Fund Activity: Q4 2020 in Review
25 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q4 2020, worth a combined $8.38M — up 49% from $5.61M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ERH positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.16M. The largest seller was WealthShield Partners, exiting entirely with an estimated $487K sold.
- 25 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q4 2020, up from 22 in Q3 2020.
- Funds reported $8.38M of Allspring Utilities & High Income Fund stock for Q4 2020, up 49% quarter-over-quarter.
- 7 funds opened new Allspring Utilities & High Income Fund positions in Q4 2020 and 4 closed out, a net change of +3 holders.
- The largest Allspring Utilities & High Income Fund buyer in Q4 2020 was Morgan Stanley, an estimated $1.16M added.
- The largest Allspring Utilities & High Income Fund seller in Q4 2020 was WealthShield Partners, an estimated $487K sold.
Based on aggregated 13F filings for Q4 2020.