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ERH

Allspring Utilities & High Income Fund

19 hedge funds and large institutions have $5.28M invested in Allspring Utilities & High Income Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0% less capital invested

Capital invested by funds: $5.28M → $5.28M (-$2K)

0.26% less ownership

Funds ownership: 4.4%4.14% (-0.26%)

10% less funds holding

Funds holding: 2119 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.54M -$65.1K -4,931 -3%
UBS Group
2
UBS Group
Switzerland
$789K -$95.7K -7,246 -11%
Invesco
3
Invesco
Georgia
$481K -$1.74K -132 -0.4%
CA
4
Cetera Advisors
Colorado
$266K
DI
5
DFPG Investments
Utah
$253K -$17.4K -1,320 -7%
Citigroup
6
Citigroup
New York
$221K +$5.28K +400 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$167K +$17.7K +1,342 +12%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$158K +$29K +2,195 +24%
WA
9
Winfield Associates
Ohio
$143K +$137K +10,378 New
AG
10
Advisor Group
Arizona
$79K -$12.9K -979 -15%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$60K
CHC
12
City Holding Co
West Virginia
$57K
WEC
13
Winslow Evans & Crocker
Massachusetts
$30K +$3.3K +250 +14%
NFG
14
Next Financial Group
Texas
$11K
Bank of America
15
Bank of America
North Carolina
$8K +$13 +1 +0.2%
GWM
16
Geneos Wealth Management
Colorado
$7K
EIP
17
Ellis Investment Partners
Pennsylvania
$4K
AF
18
Advisornet Financial
Minnesota
$3K
FIA
19
FNY Investment Advisers
New York
$2K +$132 +10 +6%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
-$300K -23,109 Closed
CTC
21
Central Trust Company
Missouri
-$8K -600 Closed
TF
22
TimeScale Financial
Massachusetts
-$6K -441 Closed

ERH Hedge Fund Activity: Q3 2019 in Review

19 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q3 2019, worth a combined $5.28M — down 0.04% from $5.28M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ERH and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Winfield Associates, opening a new position worth an estimated $137K. The largest seller was Mid Atlantic Financial Management, exiting entirely with an estimated $300K sold.

  • 19 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q3 2019, down from 21 in Q2 2019.
  • Funds reported $5.28M of Allspring Utilities & High Income Fund stock for Q3 2019, down 0.04% quarter-over-quarter.
  • 1 fund opened new Allspring Utilities & High Income Fund positions in Q3 2019 and 3 closed out, a net change of -2 holders.
  • The largest Allspring Utilities & High Income Fund buyer in Q3 2019 was Winfield Associates, an estimated $137K added.
  • The largest Allspring Utilities & High Income Fund seller in Q3 2019 was Mid Atlantic Financial Management, an estimated $300K sold.

Based on aggregated 13F filings for Q3 2019.