We are live on ! Find out more
BUI icon

BlackRock Utilities, Infrastructure & Power Opportunities Trust

66 hedge funds and large institutions have $84.1M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

3% more funds holding

Funds holding: 6466 (+2)

0.26% more ownership

Funds ownership: 15.71%15.97% (+0.26%)

4% less capital invested

Capital invested by funds: $87.6M → $84.1M (-$3.56M)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
51
Larson Financial Group
Missouri
$97.6K
MA
52
Montag & Associates
Georgia
$52.9K +$846 +36 +2%
WIM
53
Westside Investment Management
California
$23.4K
VHAM
54
Van Hulzen Asset Management
California
$23.4K +$23.5K +1,000 New
HNB
55
Hilltop National Bank
Wyoming
$18.7K
HI
56
Harbour Investments
Wisconsin
$16.4K
CAM
57
Creekmur Asset Management
Illinois
$16.1K +$259 +11 +2%
WAS
58
Winch Advisory Services
Wisconsin
$13.9K +$212 +9 +2%
WSFS
59
Wilmington Savings Fund Society
Delaware
$11.7K
HI
60
Hoey Investments
Pennsylvania
$10.5K
Russell Investments Group
61
Russell Investments Group
United Kingdom
$5.18K
MCM
62
MAI Capital Management
Ohio
$3.45K +$3.46K +147 New
ME
63
McIlrath & Eck
Washington
$2.95K
VNA
64
Valley National Advisers
Pennsylvania
$1K
KIG
65
Kessler Investment Group
Indiana
$281
NS
66
NBC Securities
Alabama
$193 -$197K -8,384 -100%
MHB
67
Midwest Heritage Bank
Iowa
-$252K -10,137 Closed
Millennium Management
68
Millennium Management
New York
-$229K -9,229 Closed
SPIA
69
Steward Partners Investment Advisory
New York
-$9.31K -375 Closed
IA
70
IFP Advisors
Florida
-$2.26K -91 Closed

BUI Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2024, worth a combined $84.1M — down 4.1% from $87.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUI positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $876K. The largest seller was Morgan Stanley, cutting an estimated $1.47M.

  • 66 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $84.1M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 8 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2024 was Bank of America, an estimated $876K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2024 was Morgan Stanley, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2024.