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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

53 hedge funds and large institutions have $75.2M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

25% more capital invested

Capital invested by funds: $60.3M → $75.2M (+$14.9M)

1.31% more ownership

Funds ownership: 13.14% → 14.44% (+1.3%)

2% less funds holding

Funds holding: 54 → 53 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.73M
2
Morgan Stanley
Morgan Stanley
New York
+$2.39M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$921K
4
AAM
Advisors Asset Management
Colorado
+$374K
5
CG
Colony Group
Massachusetts
+$302K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.09M
2
WP
Woodline Partners
California
-$604K
3
Ameriprise
Ameriprise
Minnesota
-$480K
4
Osaic Holdings
Osaic Holdings
Arizona
-$409K
5
VF
Virtu Financial
New York
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$387K +$2.49K +112 +0.7%
MHB
27
Midwest Heritage Bank
Iowa
$374K -$20.2K -911 -6%
KA
28
Kovack Advisors
Florida
$369K -$33.3K -1,500 -9%
CG
29
Colony Group
Massachusetts
$326K +$302K +13,614 New
Stifel Financial
30
Stifel Financial
Missouri
$276K +$10.5K +472 +4%
JP Morgan Chase
31
JP Morgan Chase
New York
$258K +$143K +6,447 +149%
AIP
32
Ahrens Investment Partners
Louisiana
$257K -$61K -2,747 -20%
NA
33
NewEdge Advisors
Louisiana
$245K -$14.5K -654 -6%
HPC
34
HM Payson & Co
Maine
$240K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$225K +$209K +9,401 New
SPC
36
Sigma Planning Corp
Michigan
$218K +$202K +9,100 New
SWM
37
SeaCrest Wealth Management
New York
$216K +$200K +8,998 New
RCA
38
Reitz Capital Advisors
Michigan
$212K +$196K +8,820 New
CA
39
Cetera Advisors
Colorado
$200K +$185K +8,350 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$154K +$38.5K +1,733 +37%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$124K +$44.4K +2,000 +63%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$123K +$1.11K +50 +1%
US Bancorp
43
US Bancorp
Minnesota
$114K – – –
HI
44
Hoey Investments
Pennsylvania
$86K -$8.63K -389 -10%
BAM
45
Belpointe Asset Management
Nevada
$75.7K +$59K +2,658 +532%
GLLW
46
Graves Light Lenhart Wealth
Virginia
$28.8K +$26.6K +1,200 New
JMF
47
Johnson Midwest Financial
Iowa
$19.6K +$289 +13 +2%
HI
48
Harbour Investments
Wisconsin
$16.8K +$4.44K +200 +40%
WAS
49
Winch Advisory Services
Wisconsin
$13K +$178 +8 +2%
ASN
50
Advisory Services Network
Georgia
$4.94K -$22.2K -1,000 -83%
1
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BUI Hedge Fund Activity: Q1 2023 in Review

53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2023, worth a combined $75.2M — up 25% from $60.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BUI and 8 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 26 added.

The largest buyer was Invesco, adding an estimated $4.73M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.09M sold.

  • 53 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2023, down from 54 in Q4 2022.
  • Funds reported $75.2M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2023, up 25% quarter-over-quarter.
  • 8 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2023 was Invesco, an estimated $4.73M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2023 was Wolverine Asset Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q1 2023.