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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

54 hedge funds and large institutions have $60.3M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

17% more funds holding

Funds holding: 46 → 54 (+8)

11% more capital invested

Capital invested by funds: $54.4M → $60.3M (+$5.89M)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.66% more ownership

Funds ownership: 12.48% → 13.14% (+0.66%)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$2.09M
2
Osaic Holdings
Osaic Holdings
Arizona
+$768K
3
WP
Woodline Partners
California
+$603K
4
Bank of America
Bank of America
North Carolina
+$463K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$334K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$818K
2
Wells Fargo
Wells Fargo
California
-$555K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$493K
4
Morgan Stanley
Morgan Stanley
New York
-$466K
5
SWM
SeaCrest Wealth Management
New York
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
26
Kovack Advisors
Florida
$351K -$2.07K -100 -0.6%
MHB
27
Midwest Heritage Bank
Iowa
$343K – – –
BRWA
28
B. Riley Wealth Advisors
Florida
$333K +$24.9K +1,200 +8%
AIP
29
Ahrens Investment Partners
Louisiana
$279K -$124K -5,992 -31%
LPL Financial
30
LPL Financial
California
$253K -$203K -9,776 -44%
VF
31
Virtu Financial
New York
$246K +$246K +11,855 New
LCM
32
Landscape Capital Management
New Jersey
$246K +$245K +11,831 New
NA
33
NewEdge Advisors
Louisiana
$234K +$2.41K +116 +1%
Stifel Financial
34
Stifel Financial
Missouri
$229K -$830 -40 -0.4%
HPC
35
HM Payson & Co
Maine
$208K – – –
First Trust Advisors
36
First Trust Advisors
Illinois
$201K +$200K +9,665 New
MCC
37
Money Concepts Capital
Florida
$157K +$156K +7,538 New
USCWA
38
U.S. Capital Wealth Advisors
Texas
$145K +$145K +7,000 New
EC
39
Elequin Capital
New York
$118K +$118K +5,679 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$105K -$2.53K -122 -2%
US Bancorp
41
US Bancorp
Minnesota
$98.7K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$97.8K +$13.9K +672 +17%
JP Morgan Chase
43
JP Morgan Chase
New York
$90K +$89.6K +4,319 New
HI
44
Hoey Investments
Pennsylvania
$82.6K -$70.3K -3,390 -46%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$66K +$53.9K +2,600 +461%
ASN
46
Advisory Services Network
Georgia
$25K +$25K +1,206 New
JMF
47
Johnson Midwest Financial
Iowa
$17K +$290 +14 +2%
WAS
48
Winch Advisory Services
Wisconsin
$11K +$10.8K +520 New
HI
49
Harbour Investments
Wisconsin
$10.4K – – –
BAM
50
Belpointe Asset Management
Nevada
$10.4K +$10.4K +500 New
1
2
3

BUI Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2022, worth a combined $60.3M — up 11% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUI positions and 4 closed out — a net gain of 10 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.09M. The largest seller was Ameriprise, cutting an estimated $818K.

  • 54 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $60.3M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 14 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2022 and 4 closed out, a net change of +10 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2022 was Wolverine Asset Management, an estimated $2.09M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2022 was Ameriprise, an estimated $818K sold.

Based on aggregated 13F filings for Q4 2022.