BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
32 hedge funds and large institutions have $46.7M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 0 closing their positions.
14% more funds holding
Funds holding: 28 → 32 (+4)
8% more capital invested
Capital invested by funds: $43.4M → $46.7M (+$3.32M)
0.5% more ownership
Funds ownership: 12.82% → 13.32% (+0.5%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.94M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$388K |
| 4 |
LPL Financial
San Diego,
California
|
+$364K |
| 5 |
Morgan Stanley
New York
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.66M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$473K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$425K |
| 4 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$132K |
| 5 |
AIG
American International Group
New York
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $21K | – | – | – |
|
|
FANJ
27
Financial Architects (New Jersey)
Marlton,
New Jersey
| $21K | +$20.2K | +1,000 | New |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $15K | -$12.9K | -640 | -48% |
|
|
NPC
29
National Planning Corporation
El Segundo,
California
| $10.1K | +$10.1K | +500 | New |
|
|
MA
30
MUFG Americas
New York
| $2K | – | – | – |
|
31
Citigroup
New York
| $1K | – | – | – |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | +$424 | +21 | New |
|
BUI Hedge Fund Activity: Q4 2014 in Review
32 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2014, worth a combined $46.7M — up 7.7% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BUI positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.94M. The largest seller was 1607 Capital Partners, cutting an estimated $1.66M.
- 32 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2014, up from 28 in Q3 2014.
- Funds reported $46.7M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2014, up 7.7% quarter-over-quarter.
- 5 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2014 and 0 closed out, a net change of +5 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2014 was Guggenheim Capital, an estimated $1.94M added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2014 was 1607 Capital Partners, an estimated $1.66M sold.
Based on aggregated 13F filings for Q4 2014.