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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

64 hedge funds and large institutions have $87.6M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

12% more capital invested

Capital invested by funds: $78M → $87.6M (+$9.67M)

3% more funds holding

Funds holding: 62 → 64 (+2)

0.05% more ownership

Funds ownership: 15.66% → 15.71% (+0.05%)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$673K
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$404K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$350K
4
Stifel Financial
Stifel Financial
Missouri
+$290K
5
SWM
SeaCrest Wealth Management
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$2.32M
2
PS
Principal Securities
Iowa
-$349K
3
Morgan Stanley
Morgan Stanley
New York
-$289K
4
KA
Kovack Advisors
Florida
-$230K
5
DWM
Dakota Wealth Management
Florida
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$598K +$16.5K +714 +3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$591K +$31.5K +1,363 +6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$583K -$4.8K -208 -0.9%
KeyBank National Association
29
KeyBank National Association
Ohio
$581K – – –
Baird Financial Group
30
Baird Financial Group
Wisconsin
$466K +$5.77K +250 +1%
DADC
31
D.A. Davidson & Co
Montana
$451K -$111K -4,805 -21%
NA
32
NewEdge Advisors
Louisiana
$448K -$40.6K -1,760 -9%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$377K +$350K +15,165 New
BRWA
34
B. Riley Wealth Advisors
Florida
$369K +$14.8K +639 +4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$346K +$58.3K +2,525 +22%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$278K +$11.5K +500 +5%
MHB
37
Midwest Heritage Bank
Iowa
$252K -$46.2K -2,000 -16%
HPC
38
HM Payson & Co
Maine
$248K – – –
KPWS
39
Kestra Private Wealth Services
Texas
$239K -$7.39K -320 -3%
Millennium Management
40
Millennium Management
New York
$229K – – –
MAG
41
M3 Advisory Group
Massachusetts
$229K +$3.23K +140 +2%
SPC
42
Sigma Planning Corp
Michigan
$226K -$23.5K -1,020 -10%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$226K -$2.01K -87 -0.9%
SWM
44
SeaCrest Wealth Management
New York
$218K +$202K +8,771 New
NS
45
NBC Securities
Alabama
$208K -$5.54K -240 -3%
Comerica Bank
46
Comerica Bank
Texas
$172K -$4.57K -198 -3%
HFS
47
HBC Financial Services
Washington
$158K – – –
US Bancorp
48
US Bancorp
Minnesota
$118K – – –
LFG
49
Larson Financial Group
Missouri
$103K +$64.6K +2,800 +205%
MA
50
Montag & Associates
Georgia
$55.1K +$51.3K +2,221 New
1
2
3

BUI Hedge Fund Activity: Q3 2024 in Review

64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q3 2024, worth a combined $87.6M — up 12% from $78M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BUI positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Ameriprise, adding an estimated $673K. The largest seller was Cornerstone Advisors, cutting an estimated $2.32M.

  • 64 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q3 2024, up from 62 in Q2 2024.
  • Funds reported $87.6M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q3 2024, up 12% quarter-over-quarter.
  • 7 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q3 2024 was Ameriprise, an estimated $673K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q3 2024 was Cornerstone Advisors, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2024.