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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

49 hedge funds and large institutions have $58.4M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $53.5M → $58.4M (+$4.89M)

9% more funds holding

Funds holding: 45 → 49 (+4)

1.06% more ownership

Funds ownership: 12.03% → 13.09% (+1.1%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.85M
2
NRI
NFP Retirement Inc
California
+$1.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$442K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$388K
5
Morgan Stanley
Morgan Stanley
New York
+$373K

Top Sellers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
-$583K
2
SWM
SeaCrest Wealth Management
New York
-$444K
3
MML Investors Services
MML Investors Services
Massachusetts
-$261K
4
GC
Guggenheim Capital
Illinois
-$227K
5
KAS
Kestra Advisory Services
Texas
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$295K +$297K +11,736 New
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$253K +$255K +10,065 New
HPC
28
HM Payson & Co
Maine
$252K – – –
SPC
29
Sigma Planning Corp
Michigan
$226K – – –
WAM
30
Wolverine Asset Management
Illinois
$204K +$205K +8,110 New
US Bancorp
31
US Bancorp
Minnesota
$119K – – –
SWM
32
Spire Wealth Management
Virginia
$112K +$117K +4,600 New
IAIM
33
International Assets Investment Management
Florida
$69K – – –
GWM
34
Geneos Wealth Management
Colorado
$69K +$67.4K +2,660 New
FF
35
FourThought Financial
Florida
$55K -$12.6K -497 -18%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
NFG
37
Next Financial Group
Texas
$50K +$1.52K +60 +3%
HFS
38
HBC Financial Services
Washington
$43.9K – – –
EIP
39
Ellis Investment Partners
Pennsylvania
$41K +$583 +23 +1%
RFA
40
Reilly Financial Advisors
California
$39K – – –
HI
41
Harbour Investments
Wisconsin
$35K +$34.8K +1,375 New
GLLW
42
Graves Light Lenhart Wealth
Virginia
$30K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$21K +$127 +5 +0.6%
JMF
44
Johnson Midwest Financial
Iowa
$18K +$253 +10 +1%
MF
45
Manchester Financial
California
$13K – – –
APA
46
American Portfolios Advisors
New York
$11.9K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$6K +$5.98K +236 New
Citigroup
48
Citigroup
New York
$3K – – –
VNA
49
Valley National Advisers
Pennsylvania
$2K +$1.52K +60 New
MML Investors Services
50
MML Investors Services
Massachusetts
– -$261K -10,422 Closed
1
2
3

BUI Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2021, worth a combined $58.4M — up 9.2% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BUI positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.85M. The largest seller was Ahrens Investment Partners, cutting an estimated $583K.

  • 49 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $58.4M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 10 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2021 and 5 closed out, a net change of +5 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2021 was Osaic Holdings, an estimated $1.85M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2021 was Ahrens Investment Partners, an estimated $583K sold.

Based on aggregated 13F filings for Q1 2021.