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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

54 hedge funds and large institutions have $67.5M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

8% more capital invested

Capital invested by funds: $62.7M → $67.5M (+$4.82M)

0.21% more ownership

Funds ownership: 12.41% → 12.63% (+0.21%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 55 → 54 (-1)

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$822K
2
Bank of America
Bank of America
North Carolina
+$310K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$279K
4
KAS
Kestra Advisory Services
Texas
+$268K
5
BRWA
B. Riley Wealth Advisors
Florida
+$209K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$445K
2
AIP
Ahrens Investment Partners
Louisiana
-$268K
3
BSW
Buckingham Strategic Wealth
Missouri
-$221K
4
MW
Marcum Wealth
Ohio
-$209K
5
Ameriprise
Ameriprise
Minnesota
-$76.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$281K +$11.3K +437 +4%
HPC
27
HM Payson & Co
Maine
$266K – – –
Stifel Financial
28
Stifel Financial
Missouri
$248K +$33.9K +1,317 +16%
SPC
29
Sigma Planning Corp
Michigan
$240K -$1.93K -75 -0.8%
FFA
30
First Foundation Advisors
California
$228K – – –
BRWA
31
B. Riley Wealth Advisors
Florida
$216K +$209K +8,113 New
CA
32
Cornerstone Advisory
Maryland
$160K +$155K +6,000 New
SWM
33
Spire Wealth Management
Virginia
$142K +$119K +4,600 +617%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$137K +$112K +4,344 +547%
US Bancorp
35
US Bancorp
Minnesota
$126K – – –
NFG
36
Next Financial Group
Texas
$67K – – –
CC
37
Commons Capital
Massachusetts
$67K +$64.4K +2,500 New
FF
38
FourThought Financial
Florida
$59K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$59K – – –
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$57.4K +$670 +26 +1%
AssetMark Inc
41
AssetMark Inc
California
$54K +$52.4K +2,033 New
EIP
42
Ellis Investment Partners
Pennsylvania
$45K +$619 +24 +1%
RFA
43
Reilly Financial Advisors
California
$41K – – –
GLLW
44
Graves Light Lenhart Wealth
Virginia
$32K – – –
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$23K +$155 +6 +0.7%
HFS
46
HBC Financial Services
Washington
$22K – – –
JMF
47
Johnson Midwest Financial
Iowa
$20K +$284 +11 +1%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$18K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.5K +564 New
HI
50
Harbour Investments
Wisconsin
$13K -$35.4K -1,375 -73%
1
2
3

BUI Hedge Fund Activity: Q4 2021 in Review

54 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2021, worth a combined $67.5M — up 7.7% from $62.7M a quarter earlier.

Fund positioning in BUI was balanced in Q4 2021: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $822K. The largest seller was Guggenheim Capital, cutting an estimated $445K.

  • 54 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2021, down from 55 in Q3 2021.
  • Funds reported $67.5M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2021, up 7.7% quarter-over-quarter.
  • 6 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2021 and 6 closed out, a net change of 0 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2021 was Morgan Stanley, an estimated $822K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2021 was Guggenheim Capital, an estimated $445K sold.

Based on aggregated 13F filings for Q4 2021.