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ERH

Allspring Utilities & High Income Fund

25 hedge funds and large institutions have $9.52M invested in Allspring Utilities & High Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9% more funds holding

Funds holding: 2325 (+2)

0.62% more ownership

Funds ownership: 8.76%9.37% (+0.62%)

4% less capital invested

Capital invested by funds: $9.89M → $9.52M (-$364K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bridge Advisory
California
$2.97M +$469K +38,094 +16%
Morgan Stanley
2
Morgan Stanley
New York
$2.09M +$231K +18,768 +11%
1CP
3
1607 Capital Partners
Virginia
$1.03M +$1.16M +93,985 New
WAM
4
Wolverine Asset Management
Illinois
$678K -$41K -3,333 -5%
Stifel Financial
5
Stifel Financial
Missouri
$518K +$12.3K +1,000 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$334K -$1.45M -117,825 -79%
CA
7
Cetera Advisors
Colorado
$243K -$30.8K -2,500 -10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$243K +$5K +406 +2%
LPL Financial
9
LPL Financial
California
$214K -$133K -10,763 -35%
CAN
10
Cetera Advisor Networks
California
$203K
LCM
11
Landscape Capital Management
New Jersey
$186K +$65.1K +5,287 +45%
SFS
12
Shaker Financial Services
Virginia
$183K +$206K +16,757 New
Invesco
13
Invesco
Georgia
$162K +$182K +14,772 New
UBS Group
14
UBS Group
Switzerland
$112K -$18.9K -1,538 -13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$112K +$127K +10,312 New
PA
16
PSI Advisors
Florida
$65K -$33.7K -2,737 -31%
CHC
17
City Holding Co
West Virginia
$45K
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$44K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$39K
Bank of America
20
Bank of America
North Carolina
$21K -$480 -39 -2%
MA
21
Montag & Associates
Georgia
$12K
EIP
22
Ellis Investment Partners
Pennsylvania
$11K +$12.9K +1,048 New
SWM
23
Selective Wealth Management
Virginia
$5K
FIA
24
FNY Investment Advisers
New York
$4K
CA
25
CoreCap Advisors
Michigan
-$28K -2,290 Closed

ERH Hedge Fund Activity: Q3 2022 in Review

25 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q3 2022, worth a combined $9.52M — down 3.7% from $9.89M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ERH positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $1.16M. The largest seller was Osaic Holdings, cutting an estimated $1.45M.

  • 25 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q3 2022, up from 23 in Q2 2022.
  • Funds reported $9.52M of Allspring Utilities & High Income Fund stock for Q3 2022, down 3.7% quarter-over-quarter.
  • 6 funds opened new Allspring Utilities & High Income Fund positions in Q3 2022 and 4 closed out, a net change of +2 holders.
  • The largest Allspring Utilities & High Income Fund buyer in Q3 2022 was 1607 Capital Partners, an estimated $1.16M added.
  • The largest Allspring Utilities & High Income Fund seller in Q3 2022 was Osaic Holdings, an estimated $1.45M sold.

Based on aggregated 13F filings for Q3 2022.