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ERH

Allspring Utilities & High Income Fund

19 hedge funds and large institutions have $5.77M invested in Allspring Utilities & High Income Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

17% more capital invested

Capital invested by funds: $4.93M → $5.77M (+$837K)

0.07% less ownership

Funds ownership: 4.88%4.81% (-0.07%)

17% less funds holding

Funds holding: 2319 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.35M -$45.8K -3,721 -2%
UBS Group
2
UBS Group
Switzerland
$765K +$6.77K +550 +0.9%
Osaic Holdings
3
Osaic Holdings
Arizona
$543K +$293K +23,833 +131%
PA
4
PSI Advisors
Florida
$323K -$130K -10,604 -30%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$311K +$40.4K +3,280 +16%
JWCA
6
J.W. Cole Advisors
Florida
$292K +$154K +12,499 +124%
CAN
7
Cetera Advisor Networks
California
$244K +$233K +18,924 New
CA
8
Cetera Advisors
Colorado
$239K +$228K +18,500 New
DI
9
DFPG Investments
Utah
$205K +$824 +67 +0.4%
Citigroup
10
Citigroup
New York
$201K
WA
11
Winfield Associates
Ohio
$139K -$8.92K -725 -6%
CHC
12
City Holding Co
West Virginia
$53K
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$46K
PAG
14
Private Advisor Group
New Jersey
$22K +$21.4K +1,739 New
WEC
15
Winslow Evans & Crocker
Massachusetts
$17K
GWM
16
Geneos Wealth Management
Colorado
$7K
SWM
17
Selective Wealth Management
Virginia
$6K
Bank of America
18
Bank of America
North Carolina
$5K -$2.46K -200 -33%
AF
19
Advisornet Financial
Minnesota
$3K
LCM
20
Landscape Capital Management
New Jersey
-$308K -28,316 Closed
Invesco
21
Invesco
Georgia
-$271K -24,934 Closed
HF
22
HRT Financial
New York
-$164K -15,103 Closed
WAM
23
Wolverine Asset Management
Illinois
-$16K -1,519 Closed
NFG
24
Next Financial Group
Texas
-$9K -786 Closed
Wells Fargo
25
Wells Fargo
California
-$12 -1 Closed

ERH Hedge Fund Activity: Q2 2020 in Review

19 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q2 2020, worth a combined $5.77M — up 17% from $4.93M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ERH and 3 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Osaic Holdings, adding an estimated $293K. The largest seller was Landscape Capital Management, exiting entirely with an estimated $308K sold.

  • 19 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q2 2020, down from 23 in Q1 2020.
  • Funds reported $5.77M of Allspring Utilities & High Income Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 3 funds opened new Allspring Utilities & High Income Fund positions in Q2 2020 and 7 closed out, a net change of -4 holders.
  • The largest Allspring Utilities & High Income Fund buyer in Q2 2020 was Osaic Holdings, an estimated $293K added.
  • The largest Allspring Utilities & High Income Fund seller in Q2 2020 was Landscape Capital Management, an estimated $308K sold.

Based on aggregated 13F filings for Q2 2020.