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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

51 hedge funds and large institutions have $71.3M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

6% more capital invested

Capital invested by funds: $67.5M → $71.3M (+$3.84M)

0.12% more ownership

Funds ownership: 12.63% → 12.74% (+0.12%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

6% less funds holding

Funds holding: 54 → 51 (-3)

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.83M
2
Bank of America
Bank of America
North Carolina
+$735K
3
MHB
Midwest Heritage Bank
Iowa
+$382K
4
Ameriprise
Ameriprise
Minnesota
+$321K
5
LCM
Liberty Capital Management
Michigan
+$296K

Top Sellers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
-$1.18M
2
AF
Advisornet Financial
Minnesota
-$845K
3
GC
Guggenheim Capital
Illinois
-$522K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$281K
5
FFA
First Foundation Advisors
California
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
26
Ingalls & Snyder LLC
New York
$277K +$269K +10,900 New
Stifel Financial
27
Stifel Financial
Missouri
$275K +$37.3K +1,515 +16%
NA
28
NewEdge Advisors
Louisiana
$273K +$264K +10,730 New
AAM
29
Advisors Asset Management
Colorado
$268K -$77.5K -3,145 -23%
HPC
30
HM Payson & Co
Maine
$254K – – –
SPC
31
Sigma Planning Corp
Michigan
$229K – – –
Truist Financial
32
Truist Financial
North Carolina
$201K +$195K +7,907 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$131K +$443 +18 +0.4%
US Bancorp
34
US Bancorp
Minnesota
$121K – – –
APA
35
American Portfolios Advisors
New York
$98.4K +$83.7K +3,398 +715%
MCC
36
Money Concepts Capital
Florida
$90K +$87.5K +3,553 New
CC
37
Commons Capital
Massachusetts
$64K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$56K – – –
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$55.5K +$641 +26 +1%
EIP
40
Ellis Investment Partners
Pennsylvania
$44K +$641 +26 +2%
Creative Planning
41
Creative Planning
Kansas
$39K +$38.2K +1,550 New
GLLW
42
Graves Light Lenhart Wealth
Virginia
$30K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$22K +$123 +5 +0.6%
PFS
44
Prospera Financial Services
Texas
$21K +$20.3K +825 New
JMF
45
Johnson Midwest Financial
Iowa
$19K +$271 +11 +1%
HA
46
Herold Advisors
New York
$16.5K +$16K +650 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
HFS
48
HBC Financial Services
Washington
$13K -$6.16K -250 -29%
AA
49
Addison Advisors
Vermont
$7K – – –
VNA
50
Valley National Advisers
Pennsylvania
$2K – – –
1
2
3

BUI Hedge Fund Activity: Q1 2022 in Review

51 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2022, worth a combined $71.3M — up 5.7% from $67.5M a quarter earlier.

Fund positioning in BUI was balanced in Q1 2022: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.83M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.18M.

  • 51 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2022, down from 54 in Q4 2021.
  • Funds reported $71.3M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2022, up 5.7% quarter-over-quarter.
  • 9 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2022 and 9 closed out, a net change of 0 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2022 was Morgan Stanley, an estimated $6.83M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2022 was Ahrens Investment Partners, an estimated $1.18M sold.

Based on aggregated 13F filings for Q1 2022.