BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
30 hedge funds and large institutions have $41.2M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
51% more capital invested
Capital invested by funds: $27.3M → $41.2M (+$13.9M)
43% more funds holding
Funds holding: 21 → 30 (+9)
4.39% more ownership
Funds ownership: 9.24% → 13.62% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$4.29M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.05M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.95M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.14M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$960K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$940K |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$209K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$99.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$61.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNBT
26
FineMark National Bank & Trust
Fort Myers,
Florida
| $71K | +$70.8K | +4,000 | New |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $18K | – | – | – |
|
28
Creative Planning
Overland Park,
Kansas
| $2K | +$1.77K | +100 | New |
|
|
MA
29
MUFG Americas
New York
| $2K | +$1.89K | +107 | New |
|
30
Citigroup
New York
| $1K | – | – | – |
|
|
31
Comerica Bank
Dallas,
Texas
| – | -$209K | -11,955 | Closed |
|
32
Ameriprise
Minneapolis,
Minnesota
| – | -$17K | -1,000 | Closed |
|
BUI Hedge Fund Activity: Q4 2013 in Review
30 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2013, worth a combined $41.2M — up 51% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BUI positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $4.29M. The largest seller was Invesco, cutting an estimated $1.2M.
- 30 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2013, up from 21 in Q3 2013.
- Funds reported $41.2M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2013, up 51% quarter-over-quarter.
- 11 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2013 and 2 closed out, a net change of +9 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2013 was 1607 Capital Partners, an estimated $4.29M added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2013 was Invesco, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2013.