BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
59 hedge funds and large institutions have $93.9M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
37% more capital invested
Capital invested by funds: $68.5M → $93.9M (+$25.4M)
7% more funds holding
Funds holding: 55 → 59 (+4)
3.87% more ownership
Funds ownership: 15.66% → 19.54% (+3.9%)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.1M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.96M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$843K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$444K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$950K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$878K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$534K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$245K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $15.3K | – | – | – |
|
|
CAM
52
Creekmur Asset Management
Morton,
Illinois
| $14.1K | +$13K | +646 | New |
|
|
WAS
53
Winch Advisory Services
Appleton,
Wisconsin
| $12.1K | +$202 | +10 | +2% |
|
|
WIM
54
Westside Investment Management
Santa Monica,
California
| $10.9K | – | – | – |
|
|
HI
55
Hoey Investments
Coatesville,
Pennsylvania
| $10.6K | – | – | – |
|
|
LFG
56
Larson Financial Group
St Louis,
Missouri
| $3.64K | – | – | – |
|
|
RFG
57
RFP Financial Group
Atlanta,
Georgia
| $2.18K | – | – | – |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| $1.99K | – | – | – |
|
|
VNA
59
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | – | – | – |
|
|
60
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$950K | -41,931 | Closed |
|
|
SPC
61
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$201K | -10,120 | Closed |
|
62
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$31K | -1,564 | Closed |
|
|
EC
63
Elequin Capital
New York
| – | -$19K | -958 | Closed |
|
|
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$4.76K | -240 | Closed |
|
BUI Hedge Fund Activity: Q4 2023 in Review
59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2023, worth a combined $93.9M — up 37% from $68.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BUI positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Bank of Montreal, exiting entirely with an estimated $950K sold.
- 59 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2023, up from 55 in Q3 2023.
- Funds reported $93.9M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2023, up 37% quarter-over-quarter.
- 10 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2023 and 5 closed out, a net change of +5 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2023 was Morgan Stanley, an estimated $10.1M added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2023 was Bank of Montreal, an estimated $950K sold.
Based on aggregated 13F filings for Q4 2023.