Allspring Utilities & High Income Fund
22 hedge funds and large institutions have $7.99M invested in Allspring Utilities & High Income Fund in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
0.39% less ownership
Funds ownership: 7.04% → 6.65% (-0.39%)
5% less capital invested
Capital invested by funds: $8.38M → $7.99M (-$390K)
12% less funds holding
Funds holding: 25 → 22 (-3)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bridge Advisory
Pasadena,
California
|
+$158K |
| 2 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$156K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$83.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$39.9K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$28.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$307K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$202K |
| 3 |
Millennium Management
New York
|
-$161K |
| 4 |
DI
DFPG Investments
Sandy,
Utah
|
-$137K |
| 5 |
PA
PSI Advisors
Tampa,
Florida
|
-$53.1K |
ERH Hedge Fund Activity: Q1 2021 in Review
22 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q1 2021, worth a combined $7.99M — down 4.7% from $8.38M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ERH and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.
The largest buyer was Bridge Advisory, adding an estimated $158K. The largest seller was Morgan Stanley, cutting an estimated $307K.
- 22 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q1 2021, down from 25 in Q4 2020.
- Funds reported $7.99M of Allspring Utilities & High Income Fund stock for Q1 2021, down 4.7% quarter-over-quarter.
- 2 funds opened new Allspring Utilities & High Income Fund positions in Q1 2021 and 3 closed out, a net change of -1 holder.
- The largest Allspring Utilities & High Income Fund buyer in Q1 2021 was Bridge Advisory, an estimated $158K added.
- The largest Allspring Utilities & High Income Fund seller in Q1 2021 was Morgan Stanley, an estimated $307K sold.
Based on aggregated 13F filings for Q1 2021.