Allspring Utilities & High Income Fund
21 hedge funds and large institutions have $6.84M invested in Allspring Utilities & High Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 20 → 21 (+1)
0.48% less ownership
Funds ownership: 5.95% → 5.47% (-0.48%)
14% less capital invested
Capital invested by funds: $7.94M → $6.84M (-$1.1M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bridge Advisory
Pasadena,
California
|
+$399K |
| 2 |
PA
PSI Advisors
Tampa,
Florida
|
+$136K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$28.6K |
| 4 |
LF
Lee Financial
Dallas,
Texas
|
+$15.2K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$564K |
| 2 |
Morgan Stanley
New York
|
-$394K |
| 3 |
Citigroup
New York
|
-$209K |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$27.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.6K |
ERH Hedge Fund Activity: Q3 2021 in Review
21 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q3 2021, worth a combined $6.84M — down 14% from $7.94M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ERH positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Bridge Advisory, adding an estimated $399K. The largest seller was UBS Group, cutting an estimated $564K.
- 21 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q3 2021, up from 20 in Q2 2021.
- Funds reported $6.84M of Allspring Utilities & High Income Fund stock for Q3 2021, down 14% quarter-over-quarter.
- 4 funds opened new Allspring Utilities & High Income Fund positions in Q3 2021 and 3 closed out, a net change of +1 holder.
- The largest Allspring Utilities & High Income Fund buyer in Q3 2021 was Bridge Advisory, an estimated $399K added.
- The largest Allspring Utilities & High Income Fund seller in Q3 2021 was UBS Group, an estimated $564K sold.
Based on aggregated 13F filings for Q3 2021.