BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
46 hedge funds and large institutions have $54.4M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 10 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
0.1% less ownership
Funds ownership: 12.57% → 12.48% (-0.1%)
9% less capital invested
Capital invested by funds: $59.6M → $54.4M (-$5.22M)
10% less funds holding
Funds holding: 51 → 46 (-5)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$2.19M |
| 2 |
Rockefeller Capital Management
New York
|
+$569K |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$564K |
| 4 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$508K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$986K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$723K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$541K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$274K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$266K |
BUI Hedge Fund Activity: Q3 2022 in Review
46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q3 2022, worth a combined $54.4M — down 8.8% from $59.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BUI and 7 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 19 added.
The largest buyer was Dakota Wealth Management, opening a new position worth an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $986K.
- 46 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q3 2022, down from 51 in Q2 2022.
- Funds reported $54.4M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q3 2022, down 8.8% quarter-over-quarter.
- 7 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q3 2022 and 10 closed out, a net change of -3 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q3 2022 was Dakota Wealth Management, an estimated $2.19M added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q3 2022 was Morgan Stanley, an estimated $986K sold.
Based on aggregated 13F filings for Q3 2022.