BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
53 hedge funds and large institutions have $75.2M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 9 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
25% more capital invested
Capital invested by funds: $60.3M → $75.2M (+$14.9M)
1.31% more ownership
Funds ownership: 13.14% → 14.44% (+1.3%)
2% less funds holding
Funds holding: 54 → 53 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.73M |
| 2 |
Morgan Stanley
New York
|
+$2.39M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$921K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$374K |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.09M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$604K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$480K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$409K |
| 5 |
VF
Virtu Financial
New York
|
-$246K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFG
51
RFP Financial Group
Atlanta,
Georgia
| $2.4K | – | – | – |
|
|
VNA
52
Valley National Advisers
Bethlehem,
Pennsylvania
| $2K | – | – | – |
|
53
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.07K | +$48K | +2,164 | +5% |
|
|
WAM
54
Wolverine Asset Management
Chicago,
Illinois
| – | -$2.09M | -100,773 | Closed |
|
|
WP
55
Woodline Partners
San Francisco,
California
| – | -$604K | -29,072 | Closed |
|
|
VF
56
Virtu Financial
New York
| – | -$246K | -11,855 | Closed |
|
|
LCM
57
Landscape Capital Management
Englewood,
New Jersey
| – | -$246K | -11,831 | Closed |
|
|
MCC
58
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$157K | -7,538 | Closed |
|
|
USCWA
59
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$145K | -7,000 | Closed |
|
|
EC
60
Elequin Capital
New York
| – | -$118K | -5,679 | Closed |
|
|
BTI
61
Blue Trust Inc
Alpharetta,
Georgia
| – | -$10K | -500 | Closed |
|
|
BWL
62
Bogart Wealth LLC
Mclean,
Virginia
| – | -$415 | -20 | Closed |
|
BUI Hedge Fund Activity: Q1 2023 in Review
53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2023, worth a combined $75.2M — up 25% from $60.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BUI and 8 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 26 added.
The largest buyer was Invesco, adding an estimated $4.73M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.09M sold.
- 53 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2023, down from 54 in Q4 2022.
- Funds reported $75.2M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2023, up 25% quarter-over-quarter.
- 8 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2023 and 9 closed out, a net change of -1 holder.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2023 was Invesco, an estimated $4.73M added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2023 was Wolverine Asset Management, an estimated $2.09M sold.
Based on aggregated 13F filings for Q1 2023.