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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

53 hedge funds and large institutions have $72.6M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.51% more ownership

Funds ownership: 14.44% → 14.95% (+0.51%)

0% more funds holding

Funds holding: 53 → 53 (0)

3% less capital invested

Capital invested by funds: $75.2M → $72.6M (-$2.58M)

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.78M
2
Morgan Stanley
Morgan Stanley
New York
+$733K
3
CA
Cornerstone Advisors
North Carolina
+$718K
4
Bank of America
Bank of America
North Carolina
+$634K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$526K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.58M
2
Invesco
Invesco
Georgia
-$1.12M
3
CG
Colony Group
Massachusetts
-$326K
4
JP Morgan Chase
JP Morgan Chase
New York
-$258K
5
CA
Cetera Advisors
Colorado
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$498K +$10.6K +464 +2%
NA
27
NewEdge Advisors
Louisiana
$495K +$270K +11,863 +112%
LPL Financial
28
LPL Financial
California
$477K +$40.7K +1,786 +9%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$459K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$377K +$22.8K +1,001 +6%
KA
31
Kovack Advisors
Florida
$335K -$4.55K -200 -1%
Stifel Financial
32
Stifel Financial
Missouri
$312K +$60K +2,634 +23%
MHB
33
Midwest Heritage Bank
Iowa
$302K -$43.2K -1,897 -12%
SPC
34
Sigma Planning Corp
Michigan
$223K +$23.2K +1,020 +11%
HPC
35
HM Payson & Co
Maine
$220K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$213K +$104K +4,551 +89%
HighTower Advisors
37
HighTower Advisors
Illinois
$206K – – –
SWM
38
SeaCrest Wealth Management
New York
$205K +$7.36K +323 +4%
RCA
39
Reitz Capital Advisors
Michigan
$201K +$6.83K +300 +3%
EC
40
Elequin Capital
New York
$180K +$186K +8,153 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$156K +$14.3K +628 +10%
US Bancorp
42
US Bancorp
Minnesota
$105K – – –
HFS
43
HBC Financial Services
Washington
$88K +$86.5K +3,800 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$48K -$68.3K -3,000 -58%
JMF
45
Johnson Midwest Financial
Iowa
$18.3K +$296 +13 +2%
HI
46
Harbour Investments
Wisconsin
$15.4K – – –
WAS
47
Winch Advisory Services
Wisconsin
$12K +$205 +9 +2%
HI
48
Hoey Investments
Pennsylvania
$10.8K -$70.6K -3,100 -86%
WIM
49
Westside Investment Management
California
$8.82K +$9.11K +400 New
LFG
50
Larson Financial Group
Missouri
$3.68K +$3.8K +167 New
1
2
3

BUI Hedge Fund Activity: Q2 2023 in Review

53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q2 2023, worth a combined $72.6M — down 3.4% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BUI positions and 6 closed out — a net gain of 1 holder — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.78M. The largest seller was Royal Bank of Canada, cutting an estimated $1.58M.

  • 53 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $72.6M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q2 2023, down 3.4% quarter-over-quarter.
  • 7 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q2 2023 and 6 closed out, a net change of +1 holder.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q2 2023 was Ameriprise, an estimated $1.78M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q2 2023 was Royal Bank of Canada, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2023.