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ERH

Allspring Utilities & High Income Fund

17 hedge funds and large institutions have $4.75M invested in Allspring Utilities & High Income Fund in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $4.57M → $4.75M (+$183K)

0.5% less ownership

Funds ownership: 4.42%3.91% (-0.5%)

19% less funds holding

Funds holding: 2117 (-4)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.46M -$25.6K -2,049 -1%
UBS Group
2
UBS Group
Switzerland
$781K -$102K -8,187 -12%
Invesco
3
Invesco
Georgia
$441K +$421K +33,657 New
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$307K -$169K -13,498 -37%
DI
5
DFPG Investments
Utah
$271K -$15.3K -1,223 -6%
Citigroup
6
Citigroup
New York
$212K -$3.76K -300 -2%
AG
7
Advisor Group
Arizona
$87K +$37.5K +2,993 +81%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$57K
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$56K +$175 +14 +0.3%
CHC
10
City Holding Co
West Virginia
$54K
Bank of America
11
Bank of America
North Carolina
$10K
GWM
12
Geneos Wealth Management
Colorado
$7K
WEC
13
Winslow Evans & Crocker
Massachusetts
$4K
AF
14
Advisornet Financial
Minnesota
$3K
SWM
15
SeaCrest Wealth Management
New York
$2K +$25 +2 +2%
FIA
16
FNY Investment Advisers
New York
$1K -$5.26K -420 -75%
CA
17
Cetera Advisors
Colorado
-$265K -23,971 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$175K -15,709 Closed
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
-$163K -14,623 Closed
WAM
20
Wolverine Asset Management
Illinois
-$25K -2,244 Closed
NFG
21
Next Financial Group
Texas
-$12K -1,091 Closed

ERH Hedge Fund Activity: Q1 2019 in Review

17 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q1 2019, worth a combined $4.75M — up 4% from $4.57M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ERH and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 3 added.

The largest buyer was Invesco, opening a new position worth an estimated $421K. The largest seller was Cetera Advisors, exiting entirely with an estimated $265K sold.

  • 17 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q1 2019, down from 21 in Q4 2018.
  • Funds reported $4.75M of Allspring Utilities & High Income Fund stock for Q1 2019, up 4% quarter-over-quarter.
  • 1 fund opened new Allspring Utilities & High Income Fund positions in Q1 2019 and 5 closed out, a net change of -4 holders.
  • The largest Allspring Utilities & High Income Fund buyer in Q1 2019 was Invesco, an estimated $421K added.
  • The largest Allspring Utilities & High Income Fund seller in Q1 2019 was Cetera Advisors, an estimated $265K sold.

Based on aggregated 13F filings for Q1 2019.