We are live on ! Find out more
BUI icon

BlackRock Utilities, Infrastructure & Power Opportunities Trust

37 hedge funds and large institutions have $37M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $34.2M → $37M (+$2.8M)

6% more funds holding

Funds holding: 3537 (+2)

0.56% more ownership

Funds ownership: 9.83%10.39% (+0.56%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.1M +$922K +43,874 +8%
GC
2
Guggenheim Capital
Illinois
$7.14M -$310K -14,759 -4%
Bank of America
3
Bank of America
North Carolina
$3.85M +$121K +5,757 +3%
Wells Fargo
4
Wells Fargo
California
$2.17M -$58.9K -2,803 -3%
RJA
5
Raymond James & Associates
Florida
$2.03M +$290K +13,785 +17%
UBS Group
6
UBS Group
Switzerland
$1.65M -$30K -1,428 -2%
LPL Financial
7
LPL Financial
California
$1.35M +$1.35M +64,197 New
Invesco
8
Invesco
Georgia
$1.06M -$31.3K -1,489 -3%
Ameriprise
9
Ameriprise
Minnesota
$778K -$66.1K -3,146 -8%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$731K -$86.9K -4,131 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$515K +$47.2K +2,246 +10%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$504K +$84.8K +4,031 +20%
AIA
13
Allegis Investment Advisors
Idaho
$438K +$43.4K +2,066 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$422K -$27.4K -1,301 -6%
DADC
15
D.A. Davidson & Co
Montana
$417K
AAM
16
Advisors Asset Management
Colorado
$302K -$401K -19,073 -57%
LCM
17
Liberty Capital Management
Michigan
$301K
IA
18
IFP Advisors
Florida
$257K +$10.3K +490 +4%
HPC
19
HM Payson & Co
Maine
$210K
AG
20
Advisor Group
Arizona
$135K -$22.1K -1,050 -14%
CBT
21
Capital Bank & Trust
California
$108K +$108K +5,135 New
YWP
22
YorkBridge Wealth Partners
New York
$85K +$11.6K +550 +16%
US Bancorp
23
US Bancorp
Minnesota
$63K
PCP
24
Proficio Capital Partners
Massachusetts
$42K
SAM
25
Shamrock Asset Management
Texas
$42K

BUI Hedge Fund Activity: Q3 2017 in Review

37 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q3 2017, worth a combined $37M — up 8.2% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BUI positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.35M. The largest seller was Advisors Asset Management, cutting an estimated $401K.

  • 37 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q3 2017, up from 35 in Q2 2017.
  • Funds reported $37M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 5 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q3 2017 and 3 closed out, a net change of +2 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q3 2017 was LPL Financial, an estimated $1.35M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q3 2017 was Advisors Asset Management, an estimated $401K sold.

Based on aggregated 13F filings for Q3 2017.