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ERH

Allspring Utilities & High Income Fund

23 hedge funds and large institutions have $7.92M invested in Allspring Utilities & High Income Fund in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 2223 (+1)

3% more capital invested

Capital invested by funds: $7.68M → $7.92M (+$243K)

0.46% more ownership

Funds ownership: 7.25%7.7% (+0.46%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.9M -$85.5K -7,673 -4%
WAM
2
Wolverine Asset Management
Illinois
$1.38M +$203K +18,169 +16%
AAM
3
Advisors Asset Management
Colorado
$1.34M +$43.1K +3,867 +3%
UBS Group
4
UBS Group
Switzerland
$852K +$37.7K +3,379 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$408K
CA
6
Cornerstone Advisors
North Carolina
$394K +$416K +37,299 New
LCM
7
Landscape Capital Management
New Jersey
$334K +$199K +17,861 +130%
SFS
8
Shaker Financial Services
Virginia
$326K -$45.6K -4,089 -12%
Citigroup
9
Citigroup
New York
$282K +$1.55K +139 +0.5%
LPL Financial
10
LPL Financial
California
$179K -$110K -9,870 -37%
Invesco
11
Invesco
Georgia
$161K +$170K +15,214 New
MBT
12
Monroe Bank & Trust
Michigan
$104K
CCP
13
Clough Capital Partners
Massachusetts
$91K -$119K -10,700 -55%
CHC
14
City Holding Co
West Virginia
$43K
Bank of America
15
Bank of America
North Carolina
$37K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$22K +$446 +40 +2%
PSI
17
Pinnacle Summer Investments
Virginia
$18K
WEC
18
Winslow Evans & Crocker
Massachusetts
$15.3K -$2.52K -226 -13%
Creative Planning
19
Creative Planning
Kansas
$12K +$12.3K +1,100 New
TFA
20
Transamerica Financial Advisors
Florida
$11K
AIG
21
American International Group
New York
$9K +$7.8K +700 +350%
CFA
22
Carroll Financial Associates
North Carolina
$3K
NFG
23
Next Financial Group
Texas
$3K
TRCT
24
Tower Research Capital (TRC)
New York
$1K +$635 +57 +950%
DA
25
Doliver Advisors
Texas
-$257K -22,740 Closed

ERH Hedge Fund Activity: Q3 2015 in Review

23 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q3 2015, worth a combined $7.92M — up 3.2% from $7.68M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ERH positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $416K. The largest seller was Doliver Advisors, exiting entirely with an estimated $257K sold.

  • 23 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q3 2015, up from 22 in Q2 2015.
  • Funds reported $7.92M of Allspring Utilities & High Income Fund stock for Q3 2015, up 3.2% quarter-over-quarter.
  • 3 funds opened new Allspring Utilities & High Income Fund positions in Q3 2015 and 2 closed out, a net change of +1 holder.
  • The largest Allspring Utilities & High Income Fund buyer in Q3 2015 was Cornerstone Advisors, an estimated $416K added.
  • The largest Allspring Utilities & High Income Fund seller in Q3 2015 was Doliver Advisors, an estimated $257K sold.

Based on aggregated 13F filings for Q3 2015.