ERH

Allspring Utilities & High Income Fund
ERH

Overview Fund Activity

27 hedge funds and large institutions have $17.2M invested in Allspring Utilities & High Income Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$4.01M
2
ZP
Zimmer Partners
New York
$562K
3
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$760K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$129K
5
IWC
Integrated Wealth Concepts
Massachusetts
$110K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
$3.86M
2
CA
Cornerstone Advisors
North Carolina
$0
3
WAM
Wolverine Asset Management
Illinois
$675K
4
Stifel Financial
Stifel Financial
Missouri
$0
5
ACM
Arlington Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.44M -$110K -10,303 -2%
SCM
2
Saba Capital Management
New York
$4.01M +$1.07M +99,408 +36%
1CP
3
1607 Capital Partners
Virginia
$3.86M -$212K -19,773 -5%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$760K +$467K +43,571 +159%
WAM
5
Wolverine Asset Management
Illinois
$675K -$207K -19,309 -23%
RCM
6
Robinson Capital Management
Michigan
$657K – – –
ZP
7
Zimmer Partners
New York
$562K +$562K +52,469 New
LSC
8
Logan Stone Capital
Illinois
$402K -$15.1K -1,406 -4%
LCM
9
Landscape Capital Management
New Jersey
$267K -$120K -11,187 -31%
PS
10
Principal Securities
Iowa
$251K -$62.7K -5,850 -20%
LPL Financial
11
LPL Financial
California
$186K +$2.03K +189 +1%
AWA
12
Arete Wealth Advisors
Illinois
$171K +$8.56K +801 +5%
LFAS
13
Level Four Advisory Services
Texas
$170K +$45.6K +4,252 +37%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$129K +$129K +12,073 New
RIP
15
Reliant Investment Partners
North Carolina
$112K +$112K +10,484 New
IWC
16
Integrated Wealth Concepts
Massachusetts
$110K +$110K +10,223 New
OP
17
ORG Partners
Indiana
$109K – – –
UBS Group
18
UBS Group
Switzerland
$99.3K -$14.4K -1,346 -13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$54K +$54K +5,000 New
CHC
20
City Holding Co
West Virginia
$44.1K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$33.9K +$11 +1 +0%
CA
22
CoreCap Advisors
Michigan
$24.5K -$15K -1,400 -38%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$23.6K -$5.55K -518 -19%
MA
24
Montag & Associates
Georgia
$12.1K – – –
PA
25
PSI Advisors
Florida
$6.15K – – –
1
2