Allspring Utilities & High Income Fund
22 hedge funds and large institutions have $5.61M invested in Allspring Utilities & High Income Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
16% more funds holding
Funds holding: 19 → 22 (+3)
0.22% more ownership
Funds ownership: 4.81% → 5.03% (+0.22%)
3% less capital invested
Capital invested by funds: $5.77M → $5.61M (-$160K)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$516K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$156K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$29.1K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$25.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$143K |
| 2 |
WA
Winfield Associates
Cleveland,
Ohio
|
-$139K |
| 3 |
PA
PSI Advisors
Tampa,
Florida
|
-$94.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$71.3K |
| 5 |
Morgan Stanley
New York
|
-$29.5K |
ERH Hedge Fund Activity: Q3 2020 in Review
22 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q3 2020, worth a combined $5.61M — down 2.8% from $5.77M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ERH positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was WealthShield Partners, opening a new position worth an estimated $516K. The largest seller was J.W. Cole Advisors, cutting an estimated $143K.
- 22 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q3 2020, up from 19 in Q2 2020.
- Funds reported $5.61M of Allspring Utilities & High Income Fund stock for Q3 2020, down 2.8% quarter-over-quarter.
- 5 funds opened new Allspring Utilities & High Income Fund positions in Q3 2020 and 2 closed out, a net change of +3 holders.
- The largest Allspring Utilities & High Income Fund buyer in Q3 2020 was WealthShield Partners, an estimated $516K added.
- The largest Allspring Utilities & High Income Fund seller in Q3 2020 was J.W. Cole Advisors, an estimated $143K sold.
Based on aggregated 13F filings for Q3 2020.