Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC (ERH)

25 + Investors. Track Smart Money conviction in ERH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — ERH

Based on 25 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ERH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
25 funds currently hold this stock — 89% of the 3.0-year high of 28 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold ERH compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 70% buying

14 buying6 selling
Last quarter: 14 funds were net buyers (5 opened a brand new position + 9 added to an existing one). Only 6 were sellers (2 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new
13 out of 25 hedge funds have held ERH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

4 → 2 → 4 → 4 → 5 new funds/Q
New funds entering each quarter: 2 → 4 → 4 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 8% 1-2yr ■ 20% new
Of 25 current holders: 18 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
5 of 25 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ERH

How many hedge funds hold ERH — quarterly history vs. share price
Quarterly hedge fund ownership of ERH vs. share price

Market Analysis: ERH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ERH

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: ERH
2026 Q1 Stats Unlock in 17 days 25 + Investors

Track Smart Money conviction in ERH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 25 24 4.17%
13F Shares 1M 1M 0.19%
Total Value $16M $17M -3.8%
New Positions 5 4 +1
Increased Positions 9 7 +2
Closed Positions 4 4 -
Reduced Positions 2 6 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ERH

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

25 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ERH. Verified SEC 13F-HR filings.

Top 10 institutional holders of ERH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DECISION INVESTMENTS, INC 0.15% 11,050 $134K
2 Ascentis Independent Advisors 0.01% 9,755 $118K
3 CITY HOLDING CO 0.01% 4,117 $50K
4 Stratos Wealth Partners, LTD. 0.00% 13,451 $163K
5 FNY Investment Advisers, LLC 0.00% 400 —
6 CoreCap Advisors, LLC 0.00% 2,290 $28K
7 HIGHLINE WEALTH PARTNERS LLC 0.00% 250 $3K
8 Cambridge Investment Research Advisors, Inc. 0.00% 14,216 —
9 Wilmington Savings Fund Society, FSB 0.00% 1,000 $12K
10 GAMMA Investing LLC 0.00% 9 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC (ERH)

What does the Smart Money Trend signal show for ERH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ERH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ERH?

More buyers than sellers — 70% buying: Last quarter: 14 funds were net buyers (5 opened a brand new position + 9 added to an existing one). Only 6 were sellers (2 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ERH holders?

Strong quality — 37% AUM from major funds: 5 of 25 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ERH?

52% of holders stayed for 2+ years: 13 out of 25 hedge funds have held ERH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.