BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
51 hedge funds and large institutions have $71.3M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
6% more capital invested
Capital invested by funds: $67.5M → $71.3M (+$3.84M)
0.12% more ownership
Funds ownership: 12.63% → 12.74% (+0.12%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
6% less funds holding
Funds holding: 54 → 51 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.83M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$735K |
| 3 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
+$382K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$321K |
| 5 |
LCM
Liberty Capital Management
Birmingham,
Michigan
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.18M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$845K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$522K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$281K |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Advisornet Financial
Minnetonka,
Minnesota
| – | -$845K | -31,735 | Closed |
|
|
52
Envestnet Asset Management
Chicago,
Illinois
| – | -$281K | -10,560 | Closed |
|
|
FFA
53
First Foundation Advisors
Irvine,
California
| – | -$228K | -8,578 | Closed |
|
|
BRWA
54
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$216K | -8,113 | Closed |
|
|
CA
55
Cornerstone Advisory
Hunt Valley,
Maryland
| – | -$160K | -6,000 | Closed |
|
|
SWM
56
Spire Wealth Management
Mclean,
Virginia
| – | -$142K | -5,345 | Closed |
|
|
FF
57
FourThought Financial
Venice,
Florida
| – | -$59K | -2,210 | Closed |
|
58
AssetMark Inc
Concord,
California
| – | -$54K | -2,033 | Closed |
|
59
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$18K | -661 | Closed |
|
BUI Hedge Fund Activity: Q1 2022 in Review
51 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2022, worth a combined $71.3M — up 5.7% from $67.5M a quarter earlier.
Fund positioning in BUI was balanced in Q1 2022: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.83M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.18M.
- 51 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2022, down from 54 in Q4 2021.
- Funds reported $71.3M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2022, up 5.7% quarter-over-quarter.
- 9 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2022 and 9 closed out, a net change of 0 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2022 was Morgan Stanley, an estimated $6.83M added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2022 was Ahrens Investment Partners, an estimated $1.18M sold.
Based on aggregated 13F filings for Q1 2022.