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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

55 hedge funds and large institutions have $62.7M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 53 → 55 (+2)

0.04% more ownership

Funds ownership: 12.37% → 12.41% (+0.04%)

2% less capital invested

Capital invested by funds: $64M → $62.7M (-$1.28M)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.8M
2
SPIA
Steward Partners Investment Advisory
New York
+$886K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$581K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$264K
5
KAS
Kestra Advisory Services
Texas
+$261K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.99M
2
NFSG
Newbridge Financial Services Group
Florida
-$829K
3
Invesco
Invesco
Georgia
-$409K
4
MC
Moors & Cabot
Massachusetts
-$244K
5
Bank of America
Bank of America
North Carolina
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$336K +$43.3K +1,660 +14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$254K +$264K +10,123 New
HPC
28
HM Payson & Co
Maine
$251K – – –
SPC
29
Sigma Planning Corp
Michigan
$228K – – –
BSW
30
Buckingham Strategic Wealth
Missouri
$221K +$26.1K +1,000 +13%
FFA
31
First Foundation Advisors
California
$216K -$82.3K -3,158 -27%
MW
32
Marcum Wealth
Ohio
$209K – – –
Stifel Financial
33
Stifel Financial
Missouri
$201K +$208K +7,984 New
US Bancorp
34
US Bancorp
Minnesota
$119K – – –
CI
35
CX Institutional
Indiana
$76K +$18.2K +699 +30%
WAM
36
Wolverine Asset Management
Illinois
$66K -$89.7K -3,441 -56%
NFG
37
Next Financial Group
Texas
$63K -$4.43K -170 -6%
FF
38
FourThought Financial
Florida
$55K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$53.6K +$55.5K +2,131 New
HI
41
Harbour Investments
Wisconsin
$47K +$13.1K +501 +36%
EIP
42
Ellis Investment Partners
Pennsylvania
$42K +$599 +23 +1%
RFA
43
Reilly Financial Advisors
California
$39K – – –
MA
44
MUFG Americas
New York
$31K +$32.6K +1,250 New
GLLW
45
Graves Light Lenhart Wealth
Virginia
$30K – – –
HFS
46
HBC Financial Services
Washington
$21K -$22.2K -850 -50%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$21K +$130 +5 +0.6%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$20K +$9.33K +358 +82%
JMF
49
Johnson Midwest Financial
Iowa
$19K +$261 +10 +1%
SWM
50
Spire Wealth Management
Virginia
$19K +$19.4K +745 New
1
2
3

BUI Hedge Fund Activity: Q3 2021 in Review

55 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q3 2021, worth a combined $62.7M — down 2% from $64M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUI positions and 6 closed out — a net gain of 2 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.8M. The largest seller was Osaic Holdings, cutting an estimated $1.99M.

  • 55 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q3 2021, up from 53 in Q2 2021.
  • Funds reported $62.7M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q3 2021, down 2% quarter-over-quarter.
  • 8 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q3 2021 and 6 closed out, a net change of +2 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q3 2021 was Morgan Stanley, an estimated $1.8M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q3 2021 was Osaic Holdings, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2021.