We are live on ! Find out more
BUI icon

BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

53 hedge funds and large institutions have $64M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $58.4M → $64M (+$5.57M)

8% more funds holding

Funds holding: 49 → 53 (+4)

0.72% less ownership

Funds ownership: 13.09% → 12.37% (-0.72%)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$836K
2
RJA
Raymond James & Associates
Florida
+$656K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$634K
4
Morgan Stanley
Morgan Stanley
New York
+$459K
5
NRI
NFP Retirement Inc
California
+$418K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$379K
2
GC
Guggenheim Capital
Illinois
-$308K
3
Osaic Holdings
Osaic Holdings
Arizona
-$176K
4
SWM
Spire Wealth Management
Virginia
-$112K
5
Ameriprise
Ameriprise
Minnesota
-$104K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$302K – – –
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$302K +$43.4K +1,658 +16%
HPC
28
HM Payson & Co
Maine
$258K – – –
MC
29
Moors & Cabot
Massachusetts
$244K +$248K +9,480 New
SPC
30
Sigma Planning Corp
Michigan
$234K +$1.96K +75 +0.8%
MW
31
Marcum Wealth
Ohio
$215K +$218K +8,331 New
Truist Financial
32
Truist Financial
North Carolina
$213K +$216K +8,260 New
OC
33
Oppenheimer & Co
New York
$210K +$213K +8,141 New
BSW
34
Buckingham Strategic Wealth
Missouri
$201K +$204K +7,794 New
WAM
35
Wolverine Asset Management
Illinois
$157K -$52.4K -2,003 -25%
US Bancorp
36
US Bancorp
Minnesota
$122K – – –
NFG
37
Next Financial Group
Texas
$69K +$18.3K +700 +35%
CI
38
CX Institutional
Indiana
$59K +$60.4K +2,308 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$57K – – –
FF
40
FourThought Financial
Florida
$56K – – –
HFS
41
HBC Financial Services
Washington
$42K – – –
EIP
42
Ellis Investment Partners
Pennsylvania
$42K +$602 +23 +1%
RFA
43
Reilly Financial Advisors
California
$40K – – –
HI
44
Harbour Investments
Wisconsin
$35K – – –
GLLW
45
Graves Light Lenhart Wealth
Virginia
$31K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$22K +$131 +5 +0.6%
JMF
47
Johnson Midwest Financial
Iowa
$19K +$262 +10 +1%
APA
48
American Portfolios Advisors
New York
$12.2K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$11K +$11.4K +436 New
AA
50
Addison Advisors
Vermont
$8K +$7.64K +292 New
1
2
3

BUI Hedge Fund Activity: Q2 2021 in Review

53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q2 2021, worth a combined $64M — up 9.5% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BUI positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $836K. The largest seller was UBS Group, cutting an estimated $379K.

  • 53 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $64M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 9 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q2 2021 was Bank of America, an estimated $836K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q2 2021 was UBS Group, an estimated $379K sold.

Based on aggregated 13F filings for Q2 2021.