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BlackRock Utilities, Infrastructure & Power Opportunities Trust

39 hedge funds and large institutions have $44.8M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

22% more funds holding

Funds holding: 3239 (+7)

7% more capital invested

Capital invested by funds: $41.9M → $44.8M (+$2.92M)

0.37% more ownership

Funds ownership: 11.46%11.83% (+0.37%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.7M +$423K +19,609 +4%
Bank of America
2
Bank of America
North Carolina
$6.65M +$381K +17,695 +6%
Ameriprise
3
Ameriprise
Minnesota
$5.2M +$484K +22,442 +11%
AAM
4
Advisors Asset Management
Colorado
$4.23M -$111K -5,142 -3%
GC
5
Guggenheim Capital
Illinois
$3.15M -$356K -16,537 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.73M +$191K +8,873 +13%
Wells Fargo
7
Wells Fargo
California
$1.62M -$7.98K -370 -0.5%
RJA
8
Raymond James & Associates
Florida
$1.58M +$33.8K +1,570 +2%
Invesco
9
Invesco
Georgia
$1.51M -$246K -11,407 -14%
UBS Group
10
UBS Group
Switzerland
$1.23M -$412K -19,114 -26%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$923K +$8.28K +384 +0.9%
AF
12
Advisornet Financial
Minnesota
$675K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$632K -$12.2K -565 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$554K +$28.6K +1,328 +6%
IGGA
15
Iron Gate Global Advisors
Utah
$504K +$490K +22,749 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$475K -$159K -7,388 -26%
LPL Financial
17
LPL Financial
California
$379K +$369K +17,138 New
CAN
18
Cetera Advisor Networks
California
$353K -$4.42K -205 -1%
LCM
19
Liberty Capital Management
Michigan
$315K
HPC
20
HM Payson & Co
Maine
$221K
AG
21
Advisor Group
Arizona
$211K -$50.7K -2,352 -20%
MML Investors Services
22
MML Investors Services
Massachusetts
$208K +$203K +9,404 New
YWP
23
YorkBridge Wealth Partners
New York
$106K +$25.7K +1,191 +33%
NFG
24
Next Financial Group
Texas
$80K +$77.9K +3,612 New
PA
25
Parallel Advisors
California
$71K

BUI Hedge Fund Activity: Q2 2019 in Review

39 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q2 2019, worth a combined $44.8M — up 7% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BUI positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Iron Gate Global Advisors, opening a new position worth an estimated $490K. The largest seller was UBS Group, cutting an estimated $412K.

  • 39 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q2 2019, up from 32 in Q1 2019.
  • Funds reported $44.8M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q2 2019, up 7% quarter-over-quarter.
  • 9 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q2 2019 and 2 closed out, a net change of +7 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q2 2019 was Iron Gate Global Advisors, an estimated $490K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q2 2019 was UBS Group, an estimated $412K sold.

Based on aggregated 13F filings for Q2 2019.