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ERH

Allspring Utilities & High Income Fund

24 hedge funds and large institutions have $18.1M invested in Allspring Utilities & High Income Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

5% more capital invested

Capital invested by funds: $17.2M → $18.1M (+$924K)

0.44% more ownership

Funds ownership: 17.18%17.62% (+0.44%)

11% less funds holding

Funds holding: 2724 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.97M +$402K +36,551 +9%
SCM
2
Saba Capital Management
New York
$4.12M
1CP
3
1607 Capital Partners
Virginia
$4.04M +$72.3K +6,570 +2%
ZP
4
Zimmer Partners
New York
$1.42M +$840K +76,334 +145%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$916K +$135K +12,263 +17%
RCM
6
Robinson Capital Management
Michigan
$673K
PS
7
Principal Securities
Iowa
$251K
AAS
8
Avantax Advisory Services
Texas
$232K +$231K +21,028 New
LFAS
9
Level Four Advisory Services
Texas
$212K +$37.1K +3,376 +21%
LCM
10
Landscape Capital Management
New Jersey
$207K -$67.2K -6,107 -25%
LPL Financial
11
LPL Financial
California
$181K -$10.9K -994 -6%
AWA
12
Arete Wealth Advisors
Illinois
$176K -$286 -26 -0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$170K +$36.8K +3,344 +28%
IWC
14
Integrated Wealth Concepts
Massachusetts
$113K +$231 +21 +0.2%
OP
15
ORG Partners
Indiana
$113K
UBS Group
16
UBS Group
Switzerland
$109K +$6.95K +632 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$48.6K +$13.7K +1,245 +39%
WAM
18
Wolverine Asset Management
Illinois
$46.2K -$647K -58,822 -93%
CHC
19
City Holding Co
West Virginia
$45.4K
CA
20
CoreCap Advisors
Michigan
$25.2K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$20.2K -$4.05K -368 -17%
PA
22
PSI Advisors
Florida
$6.32K
FIA
23
FNY Investment Advisers
New York
$4K
Bank of America
24
Bank of America
North Carolina
$1.38K +$1.38K +125 New
Wells Fargo
25
Wells Fargo
California
$2 -$11 -1 Closed

ERH Hedge Fund Activity: Q1 2025 in Review

24 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Allspring Utilities & High Income Fund (ERH) for Q1 2025, worth a combined $18.1M — up 5.4% from $17.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ERH and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 9 added.

The largest buyer was Zimmer Partners, adding an estimated $840K. The largest seller was Wolverine Asset Management, cutting an estimated $647K.

  • 24 institutional investors held Allspring Utilities & High Income Fund (ERH) as of Q1 2025, down from 27 in Q4 2024.
  • Funds reported $18.1M of Allspring Utilities & High Income Fund stock for Q1 2025, up 5.4% quarter-over-quarter.
  • 2 funds opened new Allspring Utilities & High Income Fund positions in Q1 2025 and 5 closed out, a net change of -3 holders.
  • The largest Allspring Utilities & High Income Fund buyer in Q1 2025 was Zimmer Partners, an estimated $840K added.
  • The largest Allspring Utilities & High Income Fund seller in Q1 2025 was Wolverine Asset Management, an estimated $647K sold.

Based on aggregated 13F filings for Q1 2025.