BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
55 hedge funds and large institutions have $68.5M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
4% more funds holding
Funds holding: 53 → 55 (+2)
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0.71% more ownership
Funds ownership: 14.95% → 15.66% (+0.71%)
6% less capital invested
Capital invested by funds: $72.6M → $68.5M (-$4.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.45M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.02M |
| 3 |
FFP
FourThought Financial Partners
Venice,
Florida
|
+$795K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$586K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$874K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$352K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$230K |
| 4 |
Morgan Stanley
New York
|
-$209K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$206K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OLVIG
51
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $4.76K | +$5.24K | +240 | New |
|
|
LFG
52
Larson Financial Group
St Louis,
Missouri
| $3.31K | – | – | – |
|
|
RFG
53
RFP Financial Group
Atlanta,
Georgia
| $1.98K | – | – | – |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $1.8K | – | – | – |
|
|
VNA
55
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | – | – | – |
|
|
56
HighTower Advisors
Chicago,
Illinois
| – | -$206K | -9,401 | Closed |
|
|
SWM
57
SeaCrest Wealth Management
Purchase,
New York
| – | -$205K | -9,321 | Closed |
|
|
RCA
58
Reitz Capital Advisors
Freeland,
Michigan
| – | -$201K | -9,120 | Closed |
|
BUI Hedge Fund Activity: Q3 2023 in Review
55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q3 2023, worth a combined $68.5M — down 5.6% from $72.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BUI positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 18 trimmed.
The largest buyer was Invesco, adding an estimated $1.45M. The largest seller was Ameriprise, cutting an estimated $874K.
- 55 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q3 2023, up from 53 in Q2 2023.
- Funds reported $68.5M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q3 2023, down 5.6% quarter-over-quarter.
- 5 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q3 2023 and 3 closed out, a net change of +2 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q3 2023 was Invesco, an estimated $1.45M added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q3 2023 was Ameriprise, an estimated $874K sold.
Based on aggregated 13F filings for Q3 2023.