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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

66 hedge funds and large institutions have $84.1M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

3% more funds holding

Funds holding: 64 → 66 (+2)

0.26% more ownership

Funds ownership: 15.71% → 15.97% (+0.26%)

4% less capital invested

Capital invested by funds: $87.6M → $84.1M (-$3.56M)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$876K
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$772K
3
Wells Fargo
Wells Fargo
California
+$658K
4
Ameriprise
Ameriprise
Minnesota
+$448K
5
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
+$304K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.47M
2
CA
Cornerstone Advisors
North Carolina
-$538K
3
PS
Principal Securities
Iowa
-$520K
4
MHB
Midwest Heritage Bank
Iowa
-$252K
5
Millennium Management
Millennium Management
New York
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Liberty Capital Management
Michigan
$597K – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$552K -$13.1K -559 -2%
KeyBank National Association
28
KeyBank National Association
Ohio
$548K – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$497K -$53.1K -2,261 -10%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$454K +$13.5K +574 +3%
BRWA
31
B. Riley Wealth Advisors
Florida
$366K +$8.81K +375 +2%
AAM
32
Advisors Asset Management
Colorado
$360K -$222K -9,426 -38%
DADC
33
D.A. Davidson & Co
Montana
$349K -$76.7K -3,264 -18%
TSMHT
34
Thurston Springer Miller Herd & Titak
Indiana
$323K +$304K +12,930 +1,495%
NA
35
NewEdge Advisors
Louisiana
$307K -$116K -4,935 -27%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$302K +$40K +1,700 +15%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$294K -$32.3K -1,375 -10%
LSWP
38
Liberty Square Wealth Partners
Pennsylvania
$262K +$265K +11,288 New
CFGW
39
Chancellor Financial Group WB
Pennsylvania
$260K +$261K +11,107 New
HPC
40
HM Payson & Co
Maine
$234K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$231K +$17.9K +761 +8%
SIC
42
Sage Investment Counsel
Tennessee
$227K +$228K +9,693 New
KPWS
43
Kestra Private Wealth Services
Texas
$225K -$1.06K -45 -0.5%
Mariner
44
Mariner
Kansas
$222K +$223K +9,486 New
SWM
45
SeaCrest Wealth Management
New York
$220K +$14.2K +603 +7%
MAG
46
M3 Advisory Group
Massachusetts
$219K +$3.55K +151 +2%
SPC
47
Sigma Planning Corp
Michigan
$219K +$5.88K +250 +3%
HFS
48
HBC Financial Services
Washington
$159K – – –
US Bancorp
49
US Bancorp
Minnesota
$111K – – –
Comerica Bank
50
Comerica Bank
Texas
$110K -$53.3K -2,266 -33%
1
2
3

BUI Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2024, worth a combined $84.1M — down 4.1% from $87.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUI positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $876K. The largest seller was Morgan Stanley, cutting an estimated $1.47M.

  • 66 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $84.1M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 8 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2024 was Bank of America, an estimated $876K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2024 was Morgan Stanley, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2024.