Who Owns ERH?
Allspring Utilities and High Income Fund — Institutional Ownership & 13F Holdings
$12.42
-0.01 (-0.08%)
Market Cap
$110.9M
Shares Outstanding
8,832,160
Institutional Holders
26
Total Inst. Value
$36.0M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
7
Closed Positions
5
Increased
9
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.2M | 1,831 |
| 2 | MORGAN STANLEY | $5.0M | 450,544 |
| 3 | Saba Capital Management, L.P. | $4.1M | 374,129 |
| 4 | 1607 Capital Partners, LLC | $4.0M | 366,634 |
| 5 | ROBINSON CAPITAL MANAGEMENT, LLCNew | $673K | 55,052 |
| 6 | PRINCIPAL SECURITIES, INC. | $251K | 23,459 |
| 7 | AVANTAX ADVISORY SERVICES, INC.New | $232K | 21,028 |
| 8 | LEVEL FOUR ADVISORY SERVICES, LLC | $212K | 19,241 |
| 9 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $207K | 18,771 |
| 10 | LPL Financial LLC | $181K | 16,394 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +37K | $5.0M |
| 1607 Capital Partners, LLC | +7K | $4.0M |
| ROBINSON CAPITAL MANAGEMENT, LLCNew | +55K | $673K |
| AVANTAX ADVISORY SERVICES, INC.New | +21K | $232K |
| LEVEL FOUR ADVISORY SERVICES, LLC | +3K | $212K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | -59K | $46K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | -6K | $207K |
| LPL Financial LLC | -994 | $181K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -368 | $20.2M |
| Arete Wealth Advisors, LLC | -26 | $176K |
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Frequently Asked Questions
How many institutional investors hold ERH?
As of Q1 2025, 26 institutional investors report holding ERH (Allspring Utilities and High Income Fund) in their 13F filings.
Which hedge fund owns the most ERH?
The largest institutional holder of ERH is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $20.2M in shares.
Are institutions buying or selling ERH?
This quarter, 7 institutions opened new positions in ERH and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.