Allspring Utilities & High Income Fund
ERH
18 hedge funds and large institutions have $4.86M invested in Allspring Utilities & High Income Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
13% more funds holding
Funds holding: 16 → 18 (+2)
0.21% more ownership
Funds ownership: 4.11% → 4.32% (+0.21%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
3% less capital invested
Capital invested by funds: $5.01M → $4.86M (-$152K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$265K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$171K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$158K |
| 4 |
Morgan Stanley
New York
|
+$122K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$436K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$46.8K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$43K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$30K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$8.62K |
ERH Hedge Fund Activity: Q1 2018 in Review
18 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q1 2018, worth a combined $4.86M — down 3% from $5.01M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ERH positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $265K. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $436K.
- 18 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q1 2018, up from 16 in Q4 2017.
- Funds reported $4.86M of Allspring Utilities & High Income Fund stock for Q1 2018, down 3% quarter-over-quarter.
- 4 funds opened new Allspring Utilities & High Income Fund positions in Q1 2018 and 2 closed out, a net change of +2 holders.
- The largest Allspring Utilities & High Income Fund buyer in Q1 2018 was Wolverine Asset Management, an estimated $265K added.
- The largest Allspring Utilities & High Income Fund seller in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $436K sold.
Based on aggregated 13F filings for Q1 2018.