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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

46 hedge funds and large institutions have $54.4M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

0.1% less ownership

Funds ownership: 12.57% → 12.48% (-0.1%)

9% less capital invested

Capital invested by funds: $59.6M → $54.4M (-$5.22M)

10% less funds holding

Funds holding: 51 → 46 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dakota Wealth Management
Florida
+$2.19M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$569K
3
KeyBank National Association
KeyBank National Association
Ohio
+$564K
4
NRI
NFP Retirement Inc
California
+$508K
5
Invesco
Invesco
Georgia
+$396K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$986K
2
Ameriprise
Ameriprise
Minnesota
-$723K
3
Bank of America
Bank of America
North Carolina
-$541K
4
GC
Guggenheim Capital
Illinois
-$274K
5
Wells Fargo
Wells Fargo
California
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$298K +$334K +14,811 New
SWM
27
SeaCrest Wealth Management
New York
$245K +$384 +17 +0.1%
ISL
28
Ingalls & Snyder LLC
New York
$239K – – –
NA
29
NewEdge Advisors
Louisiana
$224K -$11.1K -491 -4%
Stifel Financial
30
Stifel Financial
Missouri
$222K +$181 +8 +0.1%
HPC
31
HM Payson & Co
Maine
$201K – – –
HI
32
Hoey Investments
Pennsylvania
$148K +$166K +7,367 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$104K +$474 +21 +0.4%
US Bancorp
34
US Bancorp
Minnesota
$95K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$81K +$39.6K +1,755 +77%
APA
36
American Portfolios Advisors
New York
$75.7K – – –
EIP
37
Ellis Investment Partners
Pennsylvania
$35K +$677 +30 +2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
HI
39
Harbour Investments
Wisconsin
$11K – – –
BTI
40
Blue Trust Inc
Georgia
$11K +$11.3K +500 New
MAM
41
Meeder Asset Management
Ohio
$2K +$2.44K +108 New
VNA
42
Valley National Advisers
Pennsylvania
$1K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$886 +$33.3K +1,476 +4%
JMF
44
Johnson Midwest Financial
Iowa
$16 +$293 +13 +2%
GC
45
Guggenheim Capital
Illinois
– -$274K -12,538 Closed
Truist Financial
46
Truist Financial
North Carolina
– -$240K -10,982 Closed
DA
47
Doliver Advisors
Texas
– -$228K -10,414 Closed
CI
48
CX Institutional
Indiana
– -$66K -3,007 Closed
VVP
49
Venture Visionary Partners
Ohio
– -$28.4K -1,300 Closed
GLLW
50
Graves Light Lenhart Wealth
Virginia
– -$26K -1,200 Closed
1
2
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BUI Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q3 2022, worth a combined $54.4M — down 8.8% from $59.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BUI and 7 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was Dakota Wealth Management, opening a new position worth an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $986K.

  • 46 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q3 2022, down from 51 in Q2 2022.
  • Funds reported $54.4M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q3 2022, down 8.8% quarter-over-quarter.
  • 7 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q3 2022 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q3 2022 was Dakota Wealth Management, an estimated $2.19M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q3 2022 was Morgan Stanley, an estimated $986K sold.

Based on aggregated 13F filings for Q3 2022.