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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

51 hedge funds and large institutions have $59.6M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

0% more funds holding

Funds holding: 51 → 51 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.17% less ownership

Funds ownership: 12.74% → 12.57% (-0.17%)

16% less capital invested

Capital invested by funds: $71.3M → $59.6M (-$11.7M)

Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DADC
D.A. Davidson & Co
Montana
+$995K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$717K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$372K
4
DA
Doliver Advisors
Texas
+$236K
5
BRWM
B. Riley Wealth Management
Tennessee
+$226K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.05M
2
NRI
NFP Retirement Inc
California
-$584K
3
Ameriprise
Ameriprise
Minnesota
-$526K
4
Bank of America
Bank of America
North Carolina
-$454K
5
SPIA
Steward Partners Investment Advisory
New York
-$370K
Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
26
Ingalls & Snyder LLC
New York
$260K +$22.6K +1,000 +9%
NA
27
NewEdge Advisors
Louisiana
$255K +$20.5K +904 +8%
Stifel Financial
28
Stifel Financial
Missouri
$242K +$5.52K +244 +2%
Truist Financial
29
Truist Financial
North Carolina
$240K +$69.6K +3,075 +39%
DA
30
Doliver Advisors
Texas
$228K +$236K +10,414 New
HPC
31
HM Payson & Co
Maine
$219K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$113K +$453 +20 +0.4%
US Bancorp
33
US Bancorp
Minnesota
$104K – – –
APA
34
American Portfolios Advisors
New York
$82.6K -$2.26K -100 -3%
CI
35
CX Institutional
Indiana
$66K +$68K +3,007 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$54K +$36.2K +1,599 +181%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$50K +$1.76K +78 +4%
EIP
38
Ellis Investment Partners
Pennsylvania
$38K +$634 +28 +2%
VVP
39
Venture Visionary Partners
Ohio
$28.4K +$29.4K +1,300 New
GLLW
40
Graves Light Lenhart Wealth
Virginia
$26K – – –
JMF
41
Johnson Midwest Financial
Iowa
$17K +$272 +12 +2%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
HFS
43
HBC Financial Services
Washington
$12K – – –
AW
44
ACG Wealth
Georgia
$11K +$11.3K +500 New
HI
45
Harbour Investments
Wisconsin
$11K +$11.3K +501 New
WAS
46
Winch Advisory Services
Wisconsin
$11K +$11.4K +503 New
AA
47
Addison Advisors
Vermont
$6K – – –
VNA
48
Valley National Advisers
Pennsylvania
$1K – – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$783 +$372K +16,438 +85%
BRWM
50
B. Riley Wealth Management
Tennessee
$219 +$226K +10,004 New
1
2
3

BUI Hedge Fund Activity: Q2 2022 in Review

51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q2 2022, worth a combined $59.6M — down 16% from $71.3M a quarter earlier.

Fund positioning in BUI was balanced in Q2 2022: 8 funds opened new positions, 8 closed out, 21 added to existing stakes and 14 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $995K. The largest seller was Morgan Stanley, cutting an estimated $1.05M.

  • 51 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $59.6M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q2 2022, down 16% quarter-over-quarter.
  • 8 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q2 2022 and 8 closed out, a net change of 0 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q2 2022 was D.A. Davidson & Co, an estimated $995K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q2 2022 was Morgan Stanley, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2022.