BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
51 hedge funds and large institutions have $59.6M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 8 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
0% more funds holding
Funds holding: 51 → 51 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.17% less ownership
Funds ownership: 12.74% → 12.57% (-0.17%)
16% less capital invested
Capital invested by funds: $71.3M → $59.6M (-$11.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$995K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$717K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$372K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$236K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.05M |
| 2 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$584K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$526K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$454K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$370K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
51
Advisors Asset Management
Monument,
Colorado
| – | -$268K | -10,558 | Closed |
|
|
SPC
52
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$229K | -9,000 | Closed |
|
|
MCC
53
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$90K | -3,553 | Closed |
|
|
CC
54
Commons Capital
Needham,
Massachusetts
| – | -$64K | -2,500 | Closed |
|
55
Koshinski Asset Management
Decatur,
Illinois
| – | -$55.5K | -2,183 | Closed |
|
56
Creative Planning
Overland Park,
Kansas
| – | -$39K | -1,550 | Closed |
|
|
PFS
57
Prospera Financial Services
Dallas,
Texas
| – | -$21K | -825 | Closed |
|
|
HA
58
Herold Advisors
New York
| – | -$16.5K | -650 | Closed |
|
|
BWL
59
Bogart Wealth LLC
Mclean,
Virginia
| – | +$181 | +8 | +73% |
|
BUI Hedge Fund Activity: Q2 2022 in Review
51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q2 2022, worth a combined $59.6M — down 16% from $71.3M a quarter earlier.
Fund positioning in BUI was balanced in Q2 2022: 8 funds opened new positions, 8 closed out, 21 added to existing stakes and 14 trimmed.
The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $995K. The largest seller was Morgan Stanley, cutting an estimated $1.05M.
- 51 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $59.6M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q2 2022, down 16% quarter-over-quarter.
- 8 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q2 2022 and 8 closed out, a net change of 0 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q2 2022 was D.A. Davidson & Co, an estimated $995K added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q2 2022 was Morgan Stanley, an estimated $1.05M sold.
Based on aggregated 13F filings for Q2 2022.