Allspring Utilities & High Income Fund
18 hedge funds and large institutions have $5.84M invested in Allspring Utilities & High Income Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
6% more funds holding
Funds holding: 17 → 18 (+1)
0.01% more ownership
Funds ownership: 5.31% → 5.32% (+0.01%)
1% less capital invested
Capital invested by funds: $5.91M → $5.84M (-$78.1K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$269K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$233K |
| 3 |
SG Americas Securities
New York
|
+$161K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$111K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$39.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$180K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$178K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$162K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$140K |
| 5 |
MBT
Monroe Bank & Trust
Monroe,
Michigan
|
-$117K |
ERH Hedge Fund Activity: Q4 2013 in Review
18 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q4 2013, worth a combined $5.84M — down 1.3% from $5.91M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ERH positions and 6 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $269K. The largest seller was Morgan Stanley, cutting an estimated $180K.
- 18 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q4 2013, up from 17 in Q3 2013.
- Funds reported $5.84M of Allspring Utilities & High Income Fund stock for Q4 2013, down 1.3% quarter-over-quarter.
- 7 funds opened new Allspring Utilities & High Income Fund positions in Q4 2013 and 6 closed out, a net change of +1 holder.
- The largest Allspring Utilities & High Income Fund buyer in Q4 2013 was Wolverine Asset Management, an estimated $269K added.
- The largest Allspring Utilities & High Income Fund seller in Q4 2013 was Morgan Stanley, an estimated $180K sold.
Based on aggregated 13F filings for Q4 2013.