We are live on ! Find out more
BUI icon

BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

39 hedge funds and large institutions have $44.8M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

22% more funds holding

Funds holding: 32 → 39 (+7)

7% more capital invested

Capital invested by funds: $41.9M → $44.8M (+$2.92M)

0.37% more ownership

Funds ownership: 11.46% → 11.83% (+0.37%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IGGA
Iron Gate Global Advisors
Utah
+$490K
2
Ameriprise
Ameriprise
Minnesota
+$484K
3
Morgan Stanley
Morgan Stanley
New York
+$423K
4
Bank of America
Bank of America
North Carolina
+$381K
5
LPL Financial
LPL Financial
California
+$369K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$412K
2
GC
Guggenheim Capital
Illinois
-$356K
3
Invesco
Invesco
Georgia
-$246K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$159K
5
AAM
Advisors Asset Management
Colorado
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$66K – – –
Citigroup
27
Citigroup
New York
$55K – – –
PCP
28
Proficio Capital Partners
Massachusetts
$44K – – –
SAM
29
Shamrock Asset Management
Texas
$44K – – –
JP Morgan Chase
30
JP Morgan Chase
New York
$40K +$38.8K +1,800 New
RFA
31
Reilly Financial Advisors
California
$34K – – –
First Manhattan
32
First Manhattan
New York
$34K +$33.4K +1,550 New
ASN
33
Advisory Services Network
Georgia
$33K +$32.3K +1,500 New
APA
34
American Portfolios Advisors
New York
$32.1K +$23.7K +1,100 +314%
BRC
35
Bell Rock Capital
Delaware
$32K -$10.8K -500 -26%
EIP
36
Ellis Investment Partners
Pennsylvania
$32K +$31.5K +1,462 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$15K – – –
TWA
38
TCI Wealth Advisors
Arizona
$11K – – –
MF
39
Manchester Financial
California
$11K +$10.8K +500 New
SWM
40
SeaCrest Wealth Management
New York
– -$87K -4,058 Closed
AIC
41
Ameritas Investment Company
Nebraska
– -$10K -480 Closed
1
2

BUI Hedge Fund Activity: Q2 2019 in Review

39 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q2 2019, worth a combined $44.8M — up 7% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BUI positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Iron Gate Global Advisors, opening a new position worth an estimated $490K. The largest seller was UBS Group, cutting an estimated $412K.

  • 39 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q2 2019, up from 32 in Q1 2019.
  • Funds reported $44.8M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q2 2019, up 7% quarter-over-quarter.
  • 9 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q2 2019 and 2 closed out, a net change of +7 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q2 2019 was Iron Gate Global Advisors, an estimated $490K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q2 2019 was UBS Group, an estimated $412K sold.

Based on aggregated 13F filings for Q2 2019.